Chapter
Potential Sustainable Trend in Big Tech Investments
54:10 - 1:03:59 (09:48)
Big tech companies like Apple, Amazon, and Microsoft have potential for sustainable investment trends, where one can hold onto their stock for years. However, despite the optimistic world scenario for decarbonizing energy production and systems, we are still struggling to meet energy demands.
Clips
Breakthroughs in decarbonization and renewable energy have led to reduced capital investments in energy infrastructure due to optimism about the future.
54:10 - 57:07 (02:56)
Summary
Breakthroughs in decarbonization and renewable energy have led to reduced capital investments in energy infrastructure due to optimism about the future. However, this has caused a current underinvestment in energy infrastructure that is critically needed to meet current energy demands.
ChapterPotential Sustainable Trend in Big Tech Investments
EpisodeE67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The rally of names in big tech, including Microsoft, presents a potential sustainable trend for long-term investment.
57:07 - 1:03:59 (06:51)
Summary
The rally of names in big tech, including Microsoft, presents a potential sustainable trend for long-term investment. However, Facebook has become a funding short, causing institutional owners to sell it for cash to invest in other things.