Chamath Palihapitiya

So I think that that's what's happening.

So I think that that's what's happening.

Too early to call.

Too early to call.

It's a three or four horse race.

It's a three or four horse race.

And Sam needs to batten down the hatches.

And Sam needs to batten down the hatches.

And I think he used this opportunity to stop a bunch of peripheral activities.

And I think he used this opportunity to stop a bunch of peripheral activities.

they can still be in a good place.

they can still be in a good place.

I think you're right that this market probably gets split up three or four ways.

I think you're right that this market probably gets split up three or four ways.

And so the winner probably gets a third of the market.

And so the winner probably gets a third of the market.

Most other markets that end up in a three or four person race ends up in that space.

Most other markets that end up in a three or four person race ends up in that space.

But a third of a market can still be very valuable if that market has five or six billion people using it.

But a third of a market can still be very valuable if that market has five or six billion people using it.