>Let's look at the sh he dumped on retail with his abysmal SPAC track record
I do not see why one would feel animosity towards Chamath for this reason. Was there fraud involved? Otherwise, all investors are liable for doing their own due diligence.
The other part is he has a track record of dumping on retail then telling them not to buy his next deal once he's already cashed out.
Do you still need them to commit a crime when they are rich and powerful, and connected with the current administration that sets the law?
If a new law came out that said Chamath can do whatever he wants and it’s always legal, is it impossible to hate him in your worldview?
In the meantime, Musk and Chamath have the gall to complain about the kleptocracy in democratic states and the poor suppressed billionaires:
https://xcancel.com/elonmusk/status/2005287147507769442#m
I wonder when Chamath will sit again on Tucker Carlson and tell a sob story about having self doubts.
Nvidia explicitly did NOT acquire Groq. They licensed the IP and hired the talent. This structure dodges CFIUS review (Groq had $1.5B in Saudi government contracts), antitrust scrutiny, and years of regulatory delays.
The $13B premium over the September valuation was the cost of regulatory arbitrage. Announced Christmas Eve while Trump's AI Czar (Chamath's All-In podcast co-host) is in office. Chamath's Social Capital made AT LEAST ~$2B on this exit.
My article breaks down: what Nvidia actually bought vs what they left behind, why the deal structure matters, who got paid, and the political connections nobody's talking about.