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David Sacks

Sacks

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David Friedberg

Friedberg

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509 points

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Chamath

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410 points

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Jason

31% win rate

403 points

Latest ruling

All-In Debate Report: Episode 283 - Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

All-In Debate Report: Episode 283 - Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Was the chip-stock crash a leverage-driven momentum break or a warning from deteriorating macro fundamentals?