these upstarts

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 24, 2024 by Chamath Palihapitiya · across every show →

Everything said about these upstarts, oldest first

May 24, 2024 bearish
Prediction Partly held up
Chamath: Nvidia will lose market share to AI chip startups over time
“At some point, the spread trade will be that Nvidia loses share, even though revenues keep compounding to these upstarts.”
Chamath Palihapitiya May 24, 2024 ▶ 31:17 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
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