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All-In with Chamath, Jason, Sacks & Friedberg · Apr 17, 2026
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
“Portfolio company using AI to identify talent for LLM training data; on a growth tear”
OpenAI vs Anthropic competitive dynamics and growth rate comparisonEnterprise AI revenue models and metered token pricingData center infrastructure constraints and NIMBY opposition
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