All-In with Chamath, Jason, Sacks & Friedberg · CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
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Stated that CoreWeave cannot go bankrupt because each box is an independent opco-propco vehicle
“If you want to be consistent for the next 5, 10, 15 years, you cannot do it without investing in your physical and mental health because that is the vehicle that's got to get you through all of the obstacles that you're going to face”
“If two people independent of each other are in peak states … it's a great relationship. If they're both in a crappy state, it's a crappy relationship.”
“AI agents can do some of the things that cannot be done via regular technology… license renewing you have to actually go into the state website.”
“And in each case, we had a buyer and a backup buyer so that if anything fell through, because really you cannot have these fall through.”
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