All-In with Chamath, Jason, Sacks & FriedbergOpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Hyperscalers Become Industrials

43:12–45:57 · 165s

Chamath argues AI CapEx will lever Big Tech into debt-heavy industrials, questioning future valuations as energy costs and infrastructure needs soar.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click "Accept All" to consent, or "Decline non-essential" to opt out of non-essential cookies. Read our Privacy Policy.