Episode #2 from 49:56
The conceptual stack for AI investing
People
Topics
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
Investing lessons: conviction over consensus
37:30
Bitcoin's structural flaws and limitations
43:12
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