Chamath accepts he has a vested interest in NVDA competitors and is a NVDA bear
He pumped the NVDA short article that came out last weekend that caused a 650B dollar fall in marketcap . When you hear the bull/bear arguments on social media, always question what the incentives are. A lot of folks in the SV VC community have vested interests and want NVDA to go down so they are forced to compress their margins and their unprofitable AI startups can buy these chips for cheap . Chamath is one of them. He is also invested in NVDA competitors which he accepts in his X post. Marc Andressen is another one of them. What and who you choose to believe will color your investment decisions. Do your own research and don’t blindly trust anyone.