AI Will Crush Software Moats
31:01–32:17 · 76s
Chamath predicts SpaceX, OpenAI, and Anthropic will erode legacy software multiples, forcing tech P/Es to converge with the broader market.
31:01–32:17 · 76s
Chamath predicts SpaceX, OpenAI, and Anthropic will erode legacy software multiples, forcing tech P/Es to converge with the broader market.
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