Episode Details
| Title | AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken? |
|---|---|
| Date | 8/15/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $UBER - Uber's business model allows for easy adjustment of growth and profitability, which has played out as expected.
- “And we all knew that there would be no difference in consumption of an Uber if it was 13 or $15. And that at any point, you could just turn the dial and slow growth and show profitability. And what happened? That's exactly what they did.” - Jason (1:27:37)
- 🟢 $HOOD - 🔒
- 🟢 $PLTR - 🔒
- 🟢 $AI - 🔒
Bearish:
- 🔻 $EDU - 🔒