Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

Chamath: Look, China still needs a lot of energy. They also need a lot of critical technologies that America provides. And so I think that there is a trade there. And the quid pro quo is there are certain regions of the world where we want them to de-escalate their participation in. Central South America being probably the most important. And then the second is probably in the Middle East. And then maybe the third is just to find some reasonable view of the Asia-Pac region together. And I think there's a trade there to be done. And in that, you kind of start to carve up the world into a pretty easily identifiable bipolar construction.

Chamath: We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably one to two nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing now a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation all automatically. So when you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. It's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.

Chamath: Chamath: I think the low end of the market is basically finished. I think there is no safe space. I think the high end of the market where Mark operates, where the large monoliths operate, is quite safe. ... Because eventually, Jason, the next trade that has to happen is when the public markets become a little bit less breathless about AI, and they ask one simple question. Okay, guys, you've spent $3 trillion in the last four years. What is the ROI of these tokens? And what's going to happen is they're going to have to go to guys like Mark and other people and say, please sell my tokens. And that's the next shoe to drop.

Marc Benioff: Today, I have humans, agents, and headless platforms all interoperating, never before. So the opportunity for my own company and the efficiency that I have in my own company in service and support, in distribution, in marketing across the board is unprecedented. What I can do for our customers, unprecedented. And to that point, my gosh, have you seen Anthropic? I mean, it is a rocket ship that will not stop because You can use this product to do these incredible, amazing things. And then in complement it with platforms like ours, it's, you know, it's.