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All-In with Chamath, Jason, Sacks & Friedberg

Feb 9, 2024

(0:00) Bestie intros!

(2:08) Apple Vision Pro breakdown

(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance

(32:53) Positive signals indicating a big SaaS bounceback

(41:06) VCs are split into three camps on how to approach AI investing

(1:12:16) Rolling real estate crisis continues

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