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Jason Friedberg

๐Ÿ‘ค Speaker
747 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

If you were to give Palantir the same price to sales ratio as some of those highly valued ones, probably be a $60, $70 billion company, $29 a share instead of $170.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

So...

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

What do you think of his Palantir short, Friedberg?

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

And I think no idea looking at like 30 to 45% year over year growth Shema and saying, yeah, it's got a lot of it to fill in that valuation, we just take a lot of growth, maybe the growth accelerates.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

We saw that with Nvidia, right?

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

They started to have unprecedented growth.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Any thoughts on Palantir short while we move on to our next subject?

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Lack of competitors would be the reason you think it's more defensible.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

And there is no competitor to the greatest holiday party ever happening December 6th in San Francisco.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Come with your besties.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

You're cranky.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

You're cranky spanky.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Oh, let's see.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Look at you all the way.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Well, one of these guys is not like the other.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

And when you say you were having dinner, you and Nat were having dinner with the president.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

And yeah, that looks like almost as amazing an extravaganza as the... I got a cologne.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

You know the cologne where he sprayed it on... Yeah, he's spraying it off foreign leaders.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

They come in, he sprays it on them, and then they're allowed to come in the White House.

All-In with Chamath, Jason, Sacks & Friedberg
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

I think they should have like a little gift shop at the White House with all the Trump stuff, the steaks.