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2 takes · first discussed Dec 13, 2025
Every call, plotted at the price the day they made it.
Chamath speculates the New York Times will face a catastrophic libel suit within five years that could force it into a nonprofit restructuring, though he frames this as a hoped-for outcome rather than a confident investment call.
Jason pushes back on bearish views of legacy media, highlighting that the New York Times has successfully transitioned to subscriptions with 12 million paid subscribers, making it objectively the most financially successful news organization in America.
The hosts are split on the New York Times, with Jason bullish and Chamath bearish. Jason argues the company has successfully navigated the media industry's disruption by pivoting to subscriptions, pointing to its 12 million paid subscribers as evidence it is the most financially successful news organization in America. Chamath does not dispute the business performance but expresses hope — rather than a high-conviction investment thesis — that the Times will face a major libel suit within five years serious enough to force a nonprofit restructuring. The disagreement is less about current financials and more about editorial conduct and long-term institutional trajectory.
Chamath speculates the New York Times will face a catastrophic libel suit within five years that could force it into a nonprofit restructuring, though he frames this as a hoped-for outcome rather than a confident investment call.
I think they will in the next 5 years do something so egregious and over the line, akin to some sort of libel... I hope when that settlement happens, the person says, I do not want to get paid the $4 billion. I want this to be turned in”24:33
Jason pushes back on bearish views of legacy media, highlighting that the New York Times has successfully transitioned to subscriptions with 12 million paid subscribers, making it objectively the most financially successful news organization in America.
They are 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.”25:18