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3 takes · first discussed Feb 15, 2025 · last Dec 13, 2025
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Chamath speculates the New York Times will commit an egregious libel or falsehood that results in a massive lawsuit, potentially forcing it into a nonprofit structure — effectively ending it as a going concern.
Jason argues the New York Times has objectively figured out the digital subscription model better than any other news organization, now boasting 12 million paid subscribers and crushing it financially.
The hosts are divided on the New York Times' outlook. Jason is the clear bull, pointing to two distinct strengths: the Times has already proven itself as the most successful digital news subscription business with 12 million paid subscribers, and its copyright lawsuit against OpenAI could eventually generate LLM licensing revenue that surpasses both advertising and subscriptions — potentially transforming its economic model entirely. Chamath, by contrast, is a low-conviction bear on non-financial grounds, speculating that within five years the Times will publish something so egregiously false or libelous that the resulting lawsuit could force it into a nonprofit structure and effectively end it as a going concern. The disagreement is less about the Times' current financial performance — which Jason regards as objectively strong — and more about tail-risk exposure to a reputational and legal catastrophe that Chamath sees as plausible.
Chamath speculates the New York Times will commit an egregious libel or falsehood that results in a massive lawsuit, potentially forcing it into a nonprofit structure — effectively ending it as a going concern.
I think they will in the next 5 years do something so egregious and over the line, akin to some sort of libel or some sort of statement that it turned out to be completely false. They will get sued.”24:33
Jason argues the New York Times has objectively figured out the digital subscription model better than any other news organization, now boasting 12 million paid subscribers and crushing it financially.
They're also crushing it, by the way. When they move to subscriptions, they have 12 million paid subscribers now. They are objectively crushing it and figured it out better than any other news organization.”25:25