Chamath

I love it.

Whoever implements the red light district in space is going to become a trillionaire.

Don't worry, you'll be safely on the ground schlepping syndicates.

You'll be fine.

I'm in the arena trying things, Chamath.

I'm selling enterprise software every day.

That's what I do.

I think that we have a bit of a risk problem.

And I think this is why it makes so much sense for Elon to get out first.

If you think about appetite as equivalent to like a person at a Thanksgiving dinner, when you first come in and you see all of this stuff, it's so plentiful.

Your eyes are bigger than your stomach.

And I think in a moment like that, you want to be the one that is consumed first.

And I think the risk increases when you are at the tail end because the risk is that the diners will run out of space.

And if you use that analogy, I think the reason why people's plates will get full are probably twofold and maybe threefold.

The first and most important thing is there's enough tactical event risk that people generally want to be risk off and have more margin of safety.

I think the Iran thing is kind of in there.

But I think the big tactical event risk is that we have a lot of these really important financial moments tied to this concept of AGI, ASI.

I don't know if you saw the OpenAI announcement on their final terms, but a huge slug of Amazon's capital is tied to a 2028 IPO or a moment that calls for this

Then there was a bunch of leaked text messages or whatever that said that there's a version of some AGI running inside of Anthropic.

Then there was the fact that, you know, the leak of cloud code basically demonstrated that they had feature flagged away a bunch of improvements.