Chapter
Investing in a Growing Market
47:40 - 53:53 (06:12)
The best investment strategy is to find and invest in companies that are expected to grow and make a profit, rather than guessing the direction of rates and inflation. Despite market fluctuations, there are still great companies with excellent founders selling for $5-10 million valuations that smart investors can own a percentage of and reap great benefits.
Clips
Investing in companies and founders with great potential, despite macroeconomic challenges like inflation and uncertain rates, can lead to long-term gains in the public market.
47:40 - 51:44 (04:03)
Summary
Investing in companies and founders with great potential, despite macroeconomic challenges like inflation and uncertain rates, can lead to long-term gains in the public market. Strong innovation will continue to persist, regardless of economic conditions.
ChapterInvesting in a Growing Market
EpisodeE118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Salesforce CEO, Benioff, is feeling pressure from activists to scrutinize every dollar of investment and resource, driving operational efficiency, and automation across the business.
51:44 - 53:53 (02:09)
Summary
Salesforce CEO, Benioff, is feeling pressure from activists to scrutinize every dollar of investment and resource, driving operational efficiency, and automation across the business. The company plans to increase its share buyback program to $20 billion.