Big Tech

25 statements across 17 episodes · 11 bullish · 11 bearish · 4 people on the record · first statement Jan 11, 2021 by Chamath Palihapitiya · across every show →

Everything said about Big Tech, oldest first

Jan 11, 2021 negative
What-if
Chamath: Trump would have been jailed if Big Tech hadn't banned him
“The odds that Donald Trump would have gone to jail and been prosecuted, was basically, in my opinion, a fucking stone cold lock. And then now after this happened, There's a bunch of those people who are going to basically like him and ha, and now they're not g…”
Chamath Palihapitiya Jan 11, 2021 ▶ 51:48 E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
Jan 11, 2021 negative
Opinion
Sacks: Big Tech deplatforming Trump is history's biggest power grab
“We've had this sweeping appropriation of power by, you know, half a dozen oligarchs who now have the right. To determine what we see and read and people are cheering because they hate Trump so much. They can't see that the biggest power grab in history has hap…”
David Sacks Jan 11, 2021 ▶ 33:00 E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
Jan 23, 2021 neutral
Prediction Not checkable as stated
Friedberg: Big tech will eventually be regulated like utilities
“They're getting they're going to get regulated like utilities at some point”
David Friedberg Jan 23, 2021 ▶ 35:25 E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
Jan 23, 2021 bearish
Prediction Not checkable as stated
Chamath: Regulation will turn big tech into quasi-nonprofits
“The level of regulation at a government by government level is going to be so onerous as to make these companies quasi nonprofits that work on behalf of countries.”
Chamath Palihapitiya Jan 23, 2021 ▶ 35:12 E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
Jan 23, 2021 negative
Assertion Not checkable as stated
Chamath: Every big tech firm has foreign spies inside
“It is inconceivable. That inside of big tech at every single company that you define big tech is not at least one spy from Russia, China, India, Israel, Pakistan, Saudi Arabia.”
Chamath Palihapitiya Jan 23, 2021 ▶ 37:41 E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
May 31, 2021 bearish
Prediction Not checkable as stated
Chamath: Big Tech is in the 'August of their supremacy'
“I'll go out on a limb and say we're in the sort of the August of their supremacy.”
Chamath Palihapitiya May 31, 2021 ▶ 1:04:16 E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
May 31, 2021 bullish
Prediction Not checkable as stated
Sacks: Big Tech will acquire and permanently hold remaining Hollywood libraries
“And I think that big tech is going to gobble up the rest of these libraries, and that's where they're going to stay.”
David Sacks May 31, 2021 ▶ 54:06 E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
Jun 18, 2021 negative
Assertion Partly supported
Sacks: Big Tech receives ~400 subpoenas weekly and opposes only 4%
“Just to put some numbers on this, Big Tech is getting something like 400 subpoenas a week. For people's records. They only oppose four percent of them.”
David Sacks Jun 18, 2021 ▶ 50:17 E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
Jul 3, 2021 positive
Prediction Didn’t hold up
Sacks: Big Tech antitrust legislation will pass the US Senate
“I think it's going to go through. I think we are going to see some big changes.”
David Sacks Jul 3, 2021 ▶ 1:14:58 E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
Jul 3, 2021 bullish
Opinion
Sacks: Facebook has the weakest antitrust breakup case among Big Tech
“I do think that of all the big tech companies, the argument for breaking up Facebook is the weakest”
David Sacks Jul 3, 2021 ▶ 1:15:23 E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
Dec 23, 2021 bearish
Prediction Didn’t hold up
Chamath predicts Big Tech will hit peak market cap by 2023
“I think that this is sort of peak big tech market cap is probably within the next year or two.”
Chamath Palihapitiya Dec 23, 2021 ▶ 29:16 E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
Jan 22, 2022 negative
Opinion
Chamath: Big Tech acqui-hires primarily to hoard talent and suppress competitors
“It has been a stated strategy of all of big tech to use their balance sheets to buy small companies in their incipiency, to use her words, not because it helps advantage their monopoly, but it prevents the leakage of human capital Into other ideas, and it prev…”
Chamath Palihapitiya Jan 22, 2022 ▶ 34:42 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Jan 22, 2022 bullish
Prediction Didn’t hold up
Chamath Palihapitiya predicts big tech stock drawdowns won't exceed 25%
“I don't think you'll ever see that because I think Big tech you have to remember is basically the index. And in the last 10 or 20 years, you've never seen drawdowns more than 15 to 25%.”
Chamath Palihapitiya Jan 22, 2022 ▶ 58:07 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Feb 5, 2022 bullish
Opinion
Chamath: Microsoft is the most immune Big Tech company to long-term issues
“There is one business above all others that I think is immune amongst big tech from any sort of real long-term issues. And that's Microsoft.”
Chamath Palihapitiya Feb 5, 2022 ▶ 47:38 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
Feb 5, 2022 positive
Insight
Chamath: Microsoft faces less regulatory scrutiny than consumer Big Tech
“Microsoft is beyond the level of regulatory scrutiny that the rest of big tech actually has because they are consumer businesses.”
Chamath Palihapitiya Feb 5, 2022 ▶ 48:26 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
Feb 12, 2022 bullish
Opinion
Chamath names Microsoft and Alphabet as the definitive Big Tech stock winners
“I think that Microsoft and Google are far and away the winners. Far and away the winners.”
Chamath Palihapitiya Feb 12, 2022 ▶ 1:00:56 E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
Apr 1, 2022
Assertion Not checkable as stated
Chamath: At least 5 to 10 big tech employees work for foreign governments
“Like in the tens of thousands of employees that work in big tech, there's probably at least five or 10 of these people that work on behalf of foreign government.”
Chamath Palihapitiya Apr 1, 2022 ▶ 1:18:40 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Apr 30, 2022 negative
Opinion
Sacks: Big Tech committed massive 2020 election interference censoring Hunter Biden
“The scale interference in the election was committed by big tech. I mean, they censored the Hunter Biden story two weeks before the election.”
David Sacks Apr 30, 2022 ▶ 1:25:38 E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
Dec 24, 2022 bearish
Assertion Not checkable as stated
Chamath: Big tech was 2022's biggest business loser on a dollar basis
“On a dollar basis, the biggest business loser of this year was big tech.”
Chamath Palihapitiya Dec 24, 2022 ▶ 30:33 E109: 2022 Bestie Awards Live from Twitter HQ
Feb 17, 2023 negative
Opinion
Sacks: Monopoly tech platforms should be banned from self-preferencing apps
“When these big tech companies control a monopoly platform, they should not be able to discriminate in favor of their own apps against those downstream app developers.”
David Sacks Feb 17, 2023 ▶ 29:04 E116: Toxic out-of-control trains, regulators, and AI
Feb 24, 2023 bullish
Prediction Held up
Sacks predicts Google and Big Tech will win Supreme Court Section 230 case
“So it looks to me like Google and big tech are going to win this one.”
David Sacks Feb 24, 2023 ▶ 1:00:22 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Aug 9, 2024 positive
Assertion Not checkable as stated
Sacks: Republican policy positions poll at 60-70% majority support
“The Republican position on most issues is like a 60 to 70% winner, and yet the elections are a nail biter, and I think a lot of it has to do with the influence of the mainstream media and big tech.”
David Sacks Aug 9, 2024 ▶ 1:13:43 Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
Sep 10, 2024 neutral
Opinion
Vance: Big Tech favors Democrats while Little Tech startups lean Republican
“Big tech has become increasingly pro-Democrat. Little tech has become increasingly pro-Republican, right? So if you're an upstart, if you're in crypto, if you're like a small AI company, I think you're much more likely to be pro-Republican. If you're a monopol…”
JD Vance Sep 10, 2024 ▶ 23:08 JD Vance | All-In Summit 2024
Sep 10, 2024 positive
Opinion
Vance: Lina Khan is right that Big Tech is an oligarchic threat
“What Lena Kahn fundamentally gets correct is that big tech really is a threat. It's a threat to free speech, it's increasingly oligarchic, it controls too much of what we're allowed to say, and also, It controls a lot of the ways in which capital gets invested…”
JD Vance Sep 10, 2024 ▶ 24:24 JD Vance | All-In Summit 2024
Nov 1, 2024 bullish
Opinion
Chamath: Big tech breakup value exceeds current market cap
“The sum of the parts analysis would tell you that the breakup value is greater than the way that these companies get discounted. You can look at the multiples that they trade at, and you can see that. So if you're a shareholder of the company, you actually sil…”
Chamath Palihapitiya Nov 1, 2024 ▶ 31:02 Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.