Episode Details
| Title | Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO |
|---|---|
| Date | 8/2/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $AI Startups - Chamath discusses the deflationary impact of AI and the competitive advantage for startups.
- “AI is massively deflationary... the right business people, IE startups that are starting from scratch, like myself and my cofounders at 80 90, we will pass that on to our customers because it allows us to differentially price versus incumbent solutions.” - Chamath (0:00)
- 🟢 $Pershing Square (PSH) - 🔒
- 🟢 $Authentic CEOs - 🔒
- 🟢 $AI-Enabled Companies - 🔒
Bearish:
- 🔻 $NVIDIA (NVDA) - 🔒
- 🔻 $Meta (META) - 🔒
- 🔻 $AI Hype Stocks - 🔒
- 🔻 $Large AI Companies - 🔒
- 🔻 $General Hedge Funds - 🔒