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Compelling Insights on AI Hardware
episode icon All-In with Chamath, Jason, Sacks & Friedberg
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
(0:00) Bestie intros! (2:08) Apple Vision Pro breakd... more
Feb 9 2024 1h 28m
Compelling Insights on AI Hardware
Chapter 1 2 mins
Bestie intros!
Chapter 2 18 mins
Apple Vision Pro breakdown
Chapter 3 12 mins
Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
Chapter 4 8 mins
Positive signals indicating a big SaaS bounceback
Chapter 5 31 mins
VCs are split into three camps on how to approach AI investing
Chapter 6 16 mins
Rolling real estate crisis continues
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