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Chamath Palihapitiya just laid out the most important valuation question nobody on Wall Street wants to answer.For 20 years, the Mag 7 won because they had the greatest business model ever invented, asset- ight software.You write the code once, you sell it to a billion people, the marginal cost of the next customer is basically zero.There is essentially no factories, no raw materials, no union workers, no physical infrastructure, just pure leverage, scale the revenue, barely scale the costs.That