Investing lessons: conviction over consensus

Introduction

0:00

Chamath's painful childhood and hunger

6:09

What actually matters beyond success

11:16

Business as a game, not life

17:06

The machine that makes machines

22:04

Trump, trade, and American political reset

29:11

Bitcoin's structural flaws and limitations

43:12

The conceptual stack for AI investing

49:56

AI hype, valuations, and catastrophising

55:12

Socialism's inevitable rise and boundary fixes

58:26

Building sovereign social media from India

1:03:48