Hey Chamath - hope you get a chance to read this. Thank you for the All-In podcast. Growing up, I was always searching for people to look up to, but the versions of success presented in books, TV, and the news always felt too polished and unrealistic. Instead of helping, they gave me a distorted view of how the world actually works.
Listening to you across different podcasts and hearing you speak so candidly and authentically has been genuinely inspiring. The fact that you’re unapologetically yourself is something I really admire. I’d love to know - who are the people you look up to in your own life?
Cerebras IPO can be a pivotal moment in Semis if the market couldn’t keep the momentum and sell off in the next couple of weeks. My analysis across the 20VC and Limitless episodes highlights the structural edge: 2x faster than Blackwell on Llama 4 and SRAM-on-chip memory that eliminates the usual DRAM bottlenecks. The OpenAI and Amazon Bedrock deals de-risk the old UAE concentration story and point to inference as the faster-growing part of the stack. That said, the 51x revenue multiple leaves little room for execution slips. Full breakdown and signal-level detail in our latest post: https://substack.com/@podcastalpha/p-197930126
Inflation may hit double digits in 2 years. My bogey is 18% inflation. The energy shock in the Middle East is very significant.
Hey Chamath - hope you get a chance to read this. Thank you for the All-In podcast. Growing up, I was always searching for people to look up to, but the versions of success presented in books, TV, and the news always felt too polished and unrealistic. Instead of helping, they gave me a distorted view of how the world actually works.
Listening to you across different podcasts and hearing you speak so candidly and authentically has been genuinely inspiring. The fact that you’re unapologetically yourself is something I really admire. I’d love to know - who are the people you look up to in your own life?
Cerebras IPO can be a pivotal moment in Semis if the market couldn’t keep the momentum and sell off in the next couple of weeks. My analysis across the 20VC and Limitless episodes highlights the structural edge: 2x faster than Blackwell on Llama 4 and SRAM-on-chip memory that eliminates the usual DRAM bottlenecks. The OpenAI and Amazon Bedrock deals de-risk the old UAE concentration story and point to inference as the faster-growing part of the stack. That said, the 51x revenue multiple leaves little room for execution slips. Full breakdown and signal-level detail in our latest post: https://substack.com/@podcastalpha/p-197930126