Chamath Palihapitiya

That's highly realistic, that outcome.

That's highly realistic, that outcome.

In fact, I look at my phone now.

In fact, I look at my phone now.

I try to limit the number of apps on the phone, but I have Gemini and Grok as the two anchor apps because I'm so reliant on both of them and I just keep going back and forth between them now.

I try to limit the number of apps on the phone, but I have Gemini and Grok as the two anchor apps because I'm so reliant on both of them and I just keep going back and forth between them now.

I think it's different reason, actually.

I think it's different reason, actually.

The reason why they will do it is because they have such an inordinate amount of cash and that cash is valueless on the balance sheet.

The reason why they will do it is because they have such an inordinate amount of cash and that cash is valueless on the balance sheet.

So you might as well just rip it in.

So you might as well just rip it in.

If you look at the companies that have a need to spend money right now, it's Google, it's Microsoft, it's Meta, it's NVIDIA.

If you look at the companies that have a need to spend money right now, it's Google, it's Microsoft, it's Meta, it's NVIDIA.

And maybe Broadcom, but let's just keep Broadcom out of it.

And maybe Broadcom, but let's just keep Broadcom out of it.

But Apple is there too.

But Apple is there too.

And Apple.

And Apple.