Episode Details

Winning the AI Race: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian
7/23/2025
All-In with Chamath, Jason, Sacks & Friedberg

Key Insights

Bullish:

  • 🟢 $MANUFACTURING - AI-driven automated factories in the US are poised to revolutionize manufacturing, with potential for significant growth and efficiency improvements.
    • We set out to solve this problem by building automated factories driven by AI in The US.” - Chris (28:28)
  • 🟢 $ENERGY - 🔒
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  • 🟢 $AI - 🔒
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  • 🟢 $SMALLBIZ - 🔒
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  • 🟢 $WORKFORCE - 🔒
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