Chamath Palihapitiya
883 statements across 279 episodes · 261 bullish · 347 bearish · 11 people on the record · first statement Mar 15, 2020 by Chamath Palihapitiya · said 32 times in 11 episodes since 2021 · across every show →
On the record as a speaker too: Chamath Palihapitiya's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Jason Calacanis (21), Jonathan Haidt (2), David Sacks (2), David Friedberg (2), Kyle Samani (1), Donald J. Trump (1)
tap a year for its mentions
2026 6 mentions in 3 episodes 2 per episode
2025 12 mentions in 4 episodes 3 per episode
- All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
- OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- Multicoin Capital’s Kyle Samani on Internet Capital Markets
- Winning the AI Race Part 5: President Trump on the AI Action Plan
- every mention in 2025, scene by scene →
2024 7 mentions in 3 episodes 2 per episode
2021 7 mentions in 1 episode
Everything said about Chamath Palihapitiya, oldest first
Mar 15, 2020 neutral
Mar 15, 2020 bearish
Chamath: Unwinding credit bubble will be violent, messy, and cause high unemployment
“And deleveraging is going to be an important term that folks will hear over and over, over the next nine months. And that process of deleveraging, this multi-trillion dollar credit bubble that we have to Hopefully in a reasonable way, but probably not. It'll b…”
Mar 15, 2020 negative
Mar 15, 2020 neutral
Mar 15, 2020 bearish
Mar 15, 2020
Mar 15, 2020 bearish
Mar 19, 2020 bullish
Palihapitiya: Pandemic will shift world from globalization to nationalized economies
“I do think that we're going to swing the pendulum back towards nationalized economies and away from global economies, because I think this is a way that politicians all around the world, they'll characterize it in different political language.”
Mar 19, 2020 bearish
Chamath: Forced VC markdowns in 6 months will kill follow-on funding
“When these markdowns are forced to happen, which will take another six months venture capitalists returns will look terrible. And so their propensity to be able to add bad dollars after good quote unquote, you know, to defend every company is going to go to ze…”
Mar 19, 2020 negative
Chamath: Apple should be forced to bring manufacturing to US
“Apple should probably be forced to bring a lot of their production capacity back into the United States. They should find a diversified global supply chain so that you have multiple suppliers in many countries in the world. But they should rely more on America…”
Mar 19, 2020 bearish
Mar 19, 2020 neutral
Mar 19, 2020 positive
Chamath: Cities will open green zones for antibody-tested individuals within six weeks
“I think that the emerging evidence will soon be hard to ignore that we have a denominator problem, which means that we're not testing enough, and that these IgG and IgM tests will come online at scale in the next two weeks. And that we will establish, ah, dema…”
Mar 19, 2020 negative
Mar 19, 2020 bearish
Apr 11, 2020 negative
Apr 11, 2020
Apr 11, 2020
Apr 11, 2020 bearish
Sacks: COVID economic recovery will likely be U-shaped or L-shaped
“Jason, I would describe U as a V. I think Chamath is closer to the U, which is the most pessimistic. Sorry, the L is the most pessimistic, and then the U is sort of somewhere in between. And I sort of swing between the U and the L but I also understand the cas…”
May 21, 2020 bearish
May 21, 2020
May 21, 2020 bearish
May 21, 2020 negative
May 21, 2020 negative
Chamath Palihapitiya asserts Obama and Trump manipulated US unemployment statistics
“The unemployment numbers that we have had in the last probably seven or eight years. So during Obama and Trump have been completely manipulated because the number of people that are entirely leaving the workforce is quite high.”
May 21, 2020 negative
Jun 20, 2020 positive
Jun 20, 2020 bearish
Jun 20, 2020 neutral
Chamath: Facebook attracts middle America while Twitter serves rich coasts
“I think basically that Facebook is, is becoming middle America and Twitter is becoming sort of the coasts. And, you know, Facebook is basically a product of middle America plus kind of like countries outside the United States and, you know, Twitter's about, yo…”
Jun 20, 2020 bearish
Jul 11, 2020
Jul 31, 2020 bearish
Chamath predicts Amazon will face Facebook-level antitrust scrutiny within 5-10 years
“Amazon today I don't think is at risk just because its end market is so big, but I think within five or 10 years it definitely will be looked at through the same lens as Facebook and Google and actually just those two.”
Jul 31, 2020 bearish
Jul 31, 2020 bullish
Sep 9, 2020 bullish
Sep 9, 2020 neutral
Sep 9, 2020 bullish
Sep 9, 2020 positive
Sep 19, 2020
Sep 19, 2020 positive
Sep 19, 2020 bullish
Sep 19, 2020 bullish
Sep 19, 2020 bullish
Sep 19, 2020 bearish
Sep 19, 2020 bullish
Chamath: Solvers of climate change will achieve unbelievable economic success
“Whoever solves climate change or the set of solutions that solve climate change, first of all, they'll be unbelievably economically successful. They will employ Enormous numbers of people. And they'll have a really profound legacy in the world.”
Sep 30, 2020
Sep 30, 2020 neutral
Sep 30, 2020 positive
Chamath: Companies should go public sooner to capture public market premiums
“The crazy thing is like once that company transitions to the public markets, I mean, all of a sudden, if you actually turn the investor base over and you actually create a float so that public market guys can buy it, they'll pay 30 times. 35 times, 40 times. S…”
Sep 30, 2020 bullish
Sep 30, 2020
Sep 30, 2020
Oct 3, 2020 positive
Oct 3, 2020 negative
Oct 16, 2020 bearish
Oct 16, 2020 negative
Chamath: Social algorithms intentionally amplify or suppress content beyond raw clicks
“For example, I can tell you very clearly that we would choose a priori stuff that we knew you would click on. It wasn't necessarily the most heavily clicked. We could make things that were lightly clicked, more clicked. We could make things that were more clic…”
Nov 4, 2020
Nov 4, 2020 neutral
Nov 4, 2020 negative
Nov 4, 2020 bullish
Nov 4, 2020
Nov 4, 2020 positive
Chamath Palihapitiya predicts Americans will stay peaceful while election results are counted
“I don't think you're going to see a lot of action one way or the other. I think that people, I think people in America are incredibly good people. I think that folks are just going to sit tight and hope that the folks whose job it is to do their job.”
Nov 11, 2020 neutral
Chamath: 40% vaccine adoption at 90% efficacy will not reduce R0 below one
“If you take a 90% efficacy, and you assume at most in the United States, 40% of people will take the actual vaccination, you'll have 36% of the population covered, which is still not enough to get the R naught less than one.”
Nov 11, 2020 bearish
Chamath: Society won't reach 80% of pre-COVID normal until 2022
“I think that the best we'll get back to is sort of this 80% state, and I don't think it happens until probably 20, 22, and maybe 20, 23, but probably 20, 22, because you have to remember, like, we have to ramp up now billions of vaccine production.”
Nov 11, 2020 neutral
Nov 11, 2020 neutral
Nov 25, 2020 bearish
Nov 25, 2020 bullish
Palihapitiya: Next-gen insurance is where ML reaches massive scale
“These next generation insurance companies to me are so interesting because it's probably where you're going to see machine learning be used at just massive, massive scale because you're just going to reprice risk and make it, as David said, much more dynamic.”
Nov 25, 2020
Dec 4, 2020 neutral
Dec 4, 2020 positive
Dec 4, 2020 neutral
Dec 18, 2020 bullish
Dec 18, 2020 bullish
Chamath Palihapitiya plans to deploy nearly $2B in investments in 2021
“I have a lot of projects that I intend to fund in 20, 21. I'm probably going to put another, I don't know, I think the forecast was almost two billion dollars to work, and, ah, I needed to manage my liquidity for this year and make sure that, you know I could …”
Jan 8, 2021 negative
Jan 8, 2021 negative
Chamath says a large Facebook group coordinated the Capitol siege
“You couldn't have seen this Facebook group called, you know, hashtag storm the capital, which had tens of thousands, maybe hundreds of thousands of members in there plotting and scheming, selling merchandise called storm the capital. You know, these guys were …”
Jan 11, 2021 negative
Jan 11, 2021 neutral
Jan 11, 2021 positive
Jan 23, 2021 positive
Chamath outlines his California gubernatorial platform if Newsom is recalled
“If Newsom is recalled, I would like to put my name on the ballot, and my commitments are quite simple. I just want to, I'm going to cut the taxes to zero, and I'm going to basically create an incredibly pro-climate change Jobs and pro tech jobs and pro biotech…”
Jan 23, 2021 bearish
Jan 23, 2021 negative
Jan 23, 2021 negative
Jan 30, 2021 neutral
Jan 30, 2021 bullish
Chamath: Key sectors must adopt decentralization to prevent censorship
“Entrepreneurs now can really think about decentralization Has as the key feature, like in many of these markets or these systems where we have these centralized authority, we have to move to a much more decentralized, democratized way of doing things, whether …”
Jan 30, 2021 bearish
Jan 30, 2021 positive
Jan 30, 2021 positive
Feb 3, 2021 positive
Feb 3, 2021
Feb 3, 2021
Chamath will not run for office if forced to abandon battery project
“I'm working on something in batteries that I think is, it's important for a lot of places much, you know, more than just California. And so like, if I have to abandon this battery project, I wouldn't do it, you know, just that simple.”
Feb 3, 2021 positive
Feb 3, 2021
Feb 3, 2021 positive
Chamath: Government should generally run at a loss if GDP growth is positive
“Government should not be for profit. You know, government should, I don't even think government should be breaking even. I think that government should be generally running at a loss. And then the net GDP, as long as that's positive and accretive, we're doing …”
Feb 6, 2021 bullish
Feb 20, 2021 negative
Chamath cancelled Airbnb investment over dispute with CEO Brian Chesky
“Airbnb at a billion, obviously, I actually did invest, I agreed to invest, but then I got into a huge public snafu with Chesky, because he was taking a bunch of money off the table, and then we ended up not even finalizing the investment.”
Feb 20, 2021 neutral
Feb 20, 2021 negative
Feb 20, 2021
Feb 20, 2021
Chamath bought a $1.6M Tahoe plot with 2,800 Bitcoins in 2014
“I fished this article out, but in 2014, I was buying a land at Marta's camp in Lake Tahoe. And I told the sales guy there, Jeff Hall, I said, Hey, listen, I'll buy this lot. If you let me buy it in Bitcoin because I wanted to promote. Bitcoin as a transactiona…”
Mar 20, 2021 bullish
Mar 20, 2021 bullish
Palihapitiya: Full-body MRI scans will soon drop to hundreds of dollars
“Two things will happen. One is the scan time will come down, right? So it was an hour and a half. Now it's sort of right under an hour. It can probably be as low as 40 minutes, which is relatively tolerable for most people. And then the cost will come down int…”
Mar 20, 2021
Palihapitiya: Non-zero coronary calcium scores double annually, indicating future cardiac issues
“When you have a calcium score, you know, most of us at zero, but when it starts to be nonzero, it doubles every year. And by the time it gets into the thousands, you're basically guaranteed to get some form of cardiac Issue.”
Mar 27, 2021 bullish
Mar 27, 2021
Apr 1, 2021 positive
Apr 1, 2021 positive
Chamath: Direct-to-consumer distribution is modern power worth more than tax costs
“If you can talk to people directly and tell them your version of the truth and allow them to underwrite their version of the truth against what you said, that is modern power. And that's worth a lot more than the money that you'll pay.”
Apr 1, 2021 bearish
Chamath: Social Capital demands 2023 projections for PIPE deals
“When we see a pipe Opportunity. Now we're incredibly firm on like, hey, listen, the 20, 25 projections. We're going to back off of those. We want to see 20, 23 numbers. We're going to price it to that. We're going to price it with a margin of safety.”
Apr 1, 2021 negative
Apr 17, 2021 negative
Chamath: Traditional IPO lockups act as a regressive tax on employees
“I think lockups are really unfair because they, they're attacks on the people that have been there the longest, which are the employees. So, you know, the idea that somebody that comes in at the absolute last minute You know, Brad and I have done a bunch of IP…”
Apr 17, 2021 bearish
Apr 23, 2021 positive
Apr 23, 2021 positive
Apr 23, 2021
Apr 23, 2021
Apr 23, 2021 negative
Chamath calls Ben Shapiro's political commentary performative acting
“Well, that's performative theater trying to get people to watch something. Call it what it is. Like that's acting. I feel like probably if anybody, if any one of us found Ben Shapiro in a bar and just hung out and had a beer, you'd find out that he was like th…”
Apr 23, 2021
Chamath Palihapitiya has encountered only one revenue accounting issue across hundreds of investments
“In hundreds of companies that, that I've invested in, luckily I I've only I've only seen one issue where. You know, the CEO was extremely, I don't know, aggressive in how they accounted for and book revenue.”
Apr 23, 2021
Apr 23, 2021
Apr 23, 2021
May 1, 2021
May 1, 2021 positive
Chamath: America attracts driven immigrants who self-select purely by ambition
“I actually think the reason why America so far to the right is it itself selects, not by, you know, some kind of gender, age, or religion, or color of skin. It's motivation. And it's like, if you're motivated to crush, you come to the United States.”
May 13, 2021 neutral
Chamath: 'Besties' nickname was co-opted to mock Phil Hellmuth
“One of our other friends, Phil Hellmuth, kept calling me Bestie C. And we used to think it was the dumbest thing that we've ever heard. And then what we thought was, would be even funnier is to just co-opt it. And it was done. But it was done initially to make…”
May 22, 2021 neutral
Palihapitiya: Facebook force stack-ranked to fire bottom 5-10% of employees
“When I was at Facebook, we used to convene the senior team. And, you know, I was like, I want, I really want to fire the bottom five or 10% of the company. And we would force stack rank and we did it for about three or four years.”
May 31, 2021 bullish
Chamath: Globalization is over; supply chain resiliency will unlock trillions
“I think this is the most important macro investing theme that I've seen in my lifetime, which is that globalization as we know it is over. And what Saxipoo just said is what I really believe, which is that you have to onshore and you have to move to a place wh…”
May 31, 2021
Chamath: Corporate tax hits 25%, but capital gains rate won't change
“Sorry, no movement on cap gains. They don't think it can happen at all. So that's not going to move. Number one. Number two is that corporate will go to 25, but not to 28. And then number three, they're going to really tighten the IP loophole, which will preve…”
Jun 18, 2021
Jun 18, 2021 negative
Jun 18, 2021 positive
Jun 18, 2021 bearish
Chamath predicts severe 2021 Western US fire season and electrical brownouts
“We are going to have a terrible, we're going to have a terrible fire season. There's going to be brownouts probably throughout a lot of the Western states. What played out in Texas that affected folks a few months ago, I think will some version of that will ha…”
Jun 25, 2021 negative
Jun 25, 2021 bearish
Jul 2, 2021
Jul 9, 2021 negative
Jul 16, 2021 negative
Jul 16, 2021 bearish
Jul 16, 2021 bullish
Jul 23, 2021 bullish
Jul 23, 2021
Chamath left $2B to $3B in stock when quitting Facebook
“The minute I realized that I was basically going to become, you know, a billionaire because of my Facebook stock, I fucking quit. And the craziest thing about it is I left so much stock on the table. It's like two, three billion dollars of fucking stock.”
Jul 23, 2021 positive
Palihapitiya: Public rights supersede individual rights when using public resources
“If you want to participate in a public construct, if you want to consume a public resource, or if you want to provide a publicly funded good, then it's the broader public's rights that are superior to your individual rights.”
Jul 23, 2021 negative
Jul 23, 2021 bearish
Palihapitiya: Future COVID variant will overcome vaccines and shut down economy
“At a certain amount of time, you're going to have a variant that that is, you know, basically will overcome all the vaccines we have, will kill enormous numbers of people, including the vaccinated will literally shut the economy down. And that's a probabilisti…”
Jul 23, 2021 neutral
Jul 23, 2021 positive
Jul 23, 2021
Jul 23, 2021 positive
Palihapitiya: Refusing vaccination poses direct mortality risks to others
“Her decision to carry or not carry a baby doesn't theoretically come with a probabilistic chance that I may die. It does not. But when you choose to not get vaccinated to a highly transmissible respiratory disease that could Kill me.”
Jul 30, 2021 positive
Palihapitiya: CRISPR enables the 'AWSification' of biology into programming
“We're seeing this platformization, this AWSification of a biological tool chain with things like CRISPR and all of the other modalities that need to stack on top of it so that the next person can view it as a programming problem.”
Jul 30, 2021 positive
Palihapitiya: The world will move toward carbon tariffs on imported goods
“The big thing that none of these folks have gotten to yet, but I think if you look at the laws in Europe, they're going there is the idea of a carbon tariff. And I think these carbon taxes, if they actually exist properly will look like a tariff. What does tha…”
Jul 30, 2021
Palihapitiya: All four top US superconductor researchers surveyed are foreign-born immigrants
“I did a survey of the superconductor space as an example. And here's what I found of the of the four folks that I found Who are all each individually doing things in superconductors that I think are incredible. They're all immigrants. Every single one were not…”
Jul 30, 2021 bullish
Palihapitiya: Human trial is CRISPR's first major practical validation
“This is an enormously important breakthrough because it validated a lot of what CRISPR was beyond a lot of theoretical innovation that that up until now was basically what it was known for. And a lot of investment had gone into companies that were trying to do…”
Jul 30, 2021 bearish
Chamath: Carbon capture technologies are inefficient, expensive, and unproven
“The problem with carbon capture and other other things and negative emission technologies is that they're extremely expensive, they're very inefficient, they require an enormous amount of energy themselves, and it's not clear that they work.”
Jul 30, 2021 negative
Jul 30, 2021 bullish
Palihapitiya: Room-temperature superconductors will arrive within 20 to 30 years
“People have been innovating in bringing that up to room temperature. In that breakthrough, which I think you will see in the next 20 to 30 years, it's just a complete sea change of how we think about this whole problem.”
Jul 30, 2021 negative
Chamath: Retailers have net-zero strategies, but CPG companies lag far behind
“Every single major big box retailer has basically declared a net zero emission strategy in the next five to 10 years. Not a single company On the CPG side has actually any plans to do anything meaningful anywhere near 2030, 2045, 20 50.”
Aug 6, 2021
Aug 6, 2021
Aug 6, 2021 neutral
Aug 28, 2021 positive
Aug 28, 2021 negative
Chamath: Larry Page is absent and irrelevant to Google's future
“If I had to just categorize them, I would say Larry is absent and is sitting on a hundred billion dollar fortune with no idea what to do. I think. Yeah. I mean, he's just absent. So, he's irrelevant. I don't think anybody knows what the fuck he looks like. I m…”
Aug 28, 2021 positive
Aug 28, 2021 bullish
Sep 4, 2021 bearish
Sep 4, 2021 bullish
Sep 14, 2021 positive
Sep 14, 2021 neutral
Sep 14, 2021
Chamath: Wealthy tech founders have a responsibility to buy political power
“What I would encourage all of you to do is if you're in a position to actually accumulate political power, you have a responsibility to do so, and it is directly correlated with money. And so as you find comp found companies and you get liquidity, you have a r…”
Sep 18, 2021 negative
Sep 18, 2021
Sep 18, 2021 negative
Sep 18, 2021
Sep 18, 2021 negative
Sep 18, 2021
Sep 18, 2021 negative
Oct 2, 2021 negative
Oct 2, 2021 neutral
Oct 2, 2021 bearish
Chamath: Mid-growth tech companies face severe risk during rising inflation
“So if you're growing more than 50, 60% a year, you're fine. But if you're growing 20 or 30% and you're kind of a middling business and rates are going up and inflation is going up, you're in a very, very, very precarious spot.”
Oct 9, 2021 neutral
Chamath: Only early disruptors and massive incumbents actually want regulation
“The only people that want regulation are two ends of the spectrum. So young and so disruptive where they want rails to operate legally, and so big and so over the top that they want to basically entrench themselves for the rest of their lives. That's it. Every…”
Oct 9, 2021
Oct 9, 2021 bullish
Oct 9, 2021 neutral
Chamath: Decentralized social networks will fragment into hundreds of niche platforms
“No, it's better in one key way, which is that it's fundamentally harder to create the exact same network effect and density that you can have with one monolithic closed system. So you're much more likely to actually have a very fragmented ecosystem of hundreds…”
Oct 9, 2021 neutral
Oct 9, 2021
Oct 9, 2021 bullish
Oct 9, 2021 neutral
Oct 23, 2021 neutral
Chamath: Social Capital compensates team based on compounding book value
“An internal permanent pool of capital. I have no legal requirement to actually mark. Okay. But the reason we do it is because we want to track nav nav and book value. Okay. And, you know, I compensate my team based on how well we compound book value.”
Oct 23, 2021 positive
Oct 23, 2021 neutral
Oct 23, 2021 bullish
Oct 23, 2021 bearish
Chamath: Venture capital will eventually face a 2000-style valuation rerating
“And all of this liquidity will probably make it even more, you know, violent when it does happen, because it'll eventually will happen. We'll go through a rerating like the year 2000, who knows when it is and what the catalyst is.”
Oct 23, 2021 neutral
Chamath: Public board directors must accept acquisition offers with 30-35% premium
“The directors have a fiduciary responsibility to actually vote in favor of that deal because they're not allowed to look at who the buyer is and say, no, we don't want to do that. So if he puts out a reasonable fair market offer price, you know, of the closing…”
Oct 30, 2021 bearish
Oct 30, 2021 neutral
Oct 30, 2021 neutral
Oct 30, 2021
Chamath created Facebook's 4-month parental leave but took three weeks
“I came up with four months for either the father or the mother, irrespective of the context. And that's how we started the original policy. Four years later, though, when I had my first kid, I took like three weeks and I came back because the grind was too har…”
Nov 6, 2021 bullish
Nov 6, 2021
Palihapitiya: Distribution and bundling overpower superior software features
“When you have a massive distribution advantage, feature parity is enough, and you can actually be slightly less than good enough on the features because distribution and bundling and packaging overpower a customer's desire to adopt a product.”
Nov 6, 2021 positive
Nov 13, 2021 bullish
Nov 13, 2021 negative
Nov 20, 2021 neutral
Palihapitiya: Society should strive for unbounded equality over zero-sum equity
“We should always want equality, but not equity, because equity is zero sum, right? You know, a cap table. Once you give somebody else equity, it's dilutive to everybody else, but equality is infinite. You can have unbounded equality.”
Dec 4, 2021
Dec 4, 2021 bearish
Dec 4, 2021 bullish
Dec 11, 2021 negative
Dec 11, 2021 negative
Chamath Palihapitiya argues that conflating valuation with true business value kills startups.
“You cannot get confused that value and valuation are not the same thing. Yeah. And so the minute you conflate the two and you're like, I'm an X billion dollar company and start behaving that way, you're dead.”
Dec 11, 2021 positive
Dec 17, 2021 negative
Dec 17, 2021 neutral
Dec 17, 2021 bearish
Dec 23, 2021 positive
Chamath: 2021 marked major human breakthroughs in in vivo CRISPR gene editing
“My best science breakthrough is that this year we actually were able to inject in vivo, so in the body genetic code for CRISPR, two cases specifically. One was to basically reduce the production of this toxic Liver protein in a bunch of folks, and then the sec…”
Dec 23, 2021 positive
Dec 23, 2021 bullish
Dec 29, 2021 bullish
Dec 29, 2021 neutral
Dec 29, 2021 bullish
Jan 8, 2022 negative
Jan 8, 2022
Chamath: Facebook kept financials on an air-gapped offline computer
“We actually kept The financials on a physical computer that was not connected to the internet so the people that wanted it would actually have to come to our office and then we would put them in like a windowless room without their phone or something.”
Jan 8, 2022 negative
Jan 8, 2022 bullish
Jan 8, 2022 neutral
Jan 8, 2022 bearish
Jan 8, 2022 positive
Jan 8, 2022 negative
Jan 8, 2022 bearish
Jan 8, 2022 neutral
Jan 15, 2022 neutral
Jan 15, 2022 negative
Palihapitiya: Advocating foreign human rights while ignoring domestic issues is deplorable
“I think it's a luxury belief. And the reason I think it's a luxury belief is we don't do enough domestically to actually express that view in real tangible ways. So until we actually clean up our own house, The idea that we step outside of our borders with, yo…”
Jan 15, 2022 neutral
Jan 15, 2022 neutral
Jan 15, 2022 negative
Palihapitiya: Human rights abuses against Uyghurs are below his line of concern
“Nobody cares about what's happening to the weakers. Okay. You bring it up because you really care. The rest of us don't care. I'm just telling you a very hard, I'm telling you a very hard, ugly truth. Okay. Of all the things that I care about. Yes, it is below…”
Jan 15, 2022 negative
Jan 22, 2022 negative
Jan 22, 2022 bearish
Jan 22, 2022
Jan 22, 2022 negative
Jan 22, 2022 bearish
Jan 22, 2022
Jan 29, 2022 neutral
Jan 29, 2022 bearish
Chamath: Startups raising exorbitant Series A rounds never succeed
“Whenever I see these grandiose prognostications of future progress, and then see these companies raise exorbitant amounts of money, I have never found a single example where it's ever worked. Ever. In fact, every time I see a company raise an exorbitant amount…”
Jan 29, 2022 bullish
Chamath: Global supply chain disruptions will be resolved by early 2023
“So I think we're dealing with a, you know, six to nine month issue of having turned things off and are now rapidly trying to turn things back on and we can't necessarily get that timing right. But I do think it'll work itself out faster than people expect pers…”
Jan 29, 2022 negative
Jan 29, 2022 bullish
Jan 29, 2022 neutral
Jan 29, 2022
Feb 5, 2022 negative
Feb 19, 2022 bullish
Feb 25, 2022
Chamath voided a fund LP agreement after US sanctioned a Russian investor
“When I was raising money for my last fund, this was probably in 2014 or 15. He was on the he was not on the list, you know, very well-known person. And I thought, wow, this is a great opportunity to get somebody who seems to be doing a lot of really interestin…”
Feb 25, 2022
Chamath assigned near-zero probability to the Russian invasion of Ukraine
“When I was thinking about the odds of this, just from a financial perspective and, you know, whether I should be doing something different and putting something on, I thought that there was zero chance that this would happen. Literally, I put it as close to ze…”
Mar 5, 2022
Mar 5, 2022 bullish
Chamath deployed $228M into a solar startup and $45M elsewhere
“So, you know I announced, what was it last week? I think it was solar deal. The solar deal, you know, I put two hundred and twenty eight million dollars into this thing. And then I did another deal. I put forty five million bucks into this thing you guys know …”
Mar 5, 2022 bullish
Chamath: Fed and Western leaders may restart money printing to counter sanction risks
“And I think that we have proven a willingness to print capital and money. And so if you put those two things together, I think there could be a real possibility that Powell becomes very accommodative. And, you know, he and Biden and the entire administration c…”
Mar 19, 2022 positive
Mar 19, 2022 bullish
Mar 19, 2022 bullish
Mar 26, 2022 positive
Mar 26, 2022 bullish
Mar 26, 2022 neutral
Apr 1, 2022 negative
Chamath: Climate disclosure rules will drive consulting shadow industry, not cut emissions
“What I think it will do instead of actually causing more conformity and have people emitting less carbon, it'll create a shadow industry of measurement and consulting around this industry while people debate materiality when they get caught.”
Apr 1, 2022
Apr 9, 2022
Palihapitiya requires standard cash burn reporting for every board role
“In every board that I take, the first thing that I say is, here's a template I want. I'm not going to ask you a bunch of stuff, but I just want some transparent reporting. And the first page is always, how much money at the beginning of the month? How much mon…”
Apr 16, 2022 neutral
Apr 16, 2022
Apr 23, 2022
Apr 30, 2022 positive
Apr 30, 2022 positive
Apr 30, 2022 neutral
Apr 30, 2022 negative
Apr 30, 2022 neutral
Apr 30, 2022 neutral
May 13, 2022 bearish
May 13, 2022 bearish
May 13, 2022 neutral
Chamath: Well-run startups should only take downturn capital to consolidate
“So if you're sitting at the board of any really good well run company, of course, you'll take some bite size, you know, amounts of very decisive capital in these moments if you think you can market consolidate or whatever.”
May 13, 2022 bearish
May 23, 2022 neutral
May 27, 2022
Chamath: I received SSSS secondary screening designations on flights until 2008
“By the way, after 2011 I was on a no fly list, and I think I've told you guys this story before, but I would have the triple S on my boarding pass for years until about 2007 or 2008. Constantly profiled, you know put in the back room the whole nine yards.”
May 27, 2022 negative
May 27, 2022 bearish
May 27, 2022 bearish
Chamath: Rapidly raised venture funds will suffer the largest negative outcomes
“If you track all of the increased frequency in fundraising, you can also probably follow those dollars and they generally will be the most poorly run. They'll be held the least accountable. And I think those will have the largest negative outcomes.”
May 27, 2022
Chamath: I previously helped build an early warning account risk profiling system
“There is an explicit decision that technology companies can make to be able to review content from certain kinds of accounts and start to build a cluster and a distribution of risk. It is possible. I helped build one for one of these companies.”
May 27, 2022 bullish
May 30, 2022 positive
Jun 7, 2022 positive
Jun 7, 2022
Jun 7, 2022 negative
Jun 7, 2022 bearish
Jun 7, 2022
Jun 7, 2022 bullish
Jun 24, 2022 bearish
Jun 24, 2022 bearish
Jun 24, 2022 neutral
Chamath: All-In hosts signed agreement as equal 25% partners
“Basically what happened was we had an agreement that it was 25% each. There was a moment where J Cal believed that he deserved more. We had to sort through a lot of the underlying issues that caused them to believe that. We got to a good consensus. We now have…”
Jun 24, 2022 neutral
Jun 24, 2022 bearish
Jun 24, 2022 bearish
Palihapitiya: Markets will drop $3T-$5T plus 20-30% if Fed contracts M2 supply
“So, you know, it stands to reason that if the Fed is going to take three to five trillion dollars of value out, then we have to rewrite the equity markets by three to five trillion dollars at a minimum. And then you have to rewrite and re baseline for earnings…”
Jun 24, 2022 neutral
Palihapitiya: Stock market expansion had 0.92 correlation with Fed money printing
“The reason the stock market went up Dollar for dollar was actually tied to the growth in the M two money supply. The correlation was .92. So for every dollar that the fed printed, the stock market went up by 92 cents.”
Jun 24, 2022 neutral
Jun 30, 2022 negative
Jun 30, 2022 bearish
Jun 30, 2022 bullish
Jun 30, 2022 bearish
Jul 8, 2022 negative
Jul 8, 2022 bearish
Palihapitiya discloses selling Golden State Warriors stake and SoFi position
“And at that moment, I started a bunch of things in process, which we can talk about at the end, but I also sold a bunch of warriors position. I started a process at that point, and I sold a piece in December, and then I just sold the last piece this week. But …”
Jul 8, 2022 negative
Jul 14, 2022 negative
Chamath abandoned Google Loon Sri Lanka project due to political infighting
“I went there and I offered to bring Google Loon, myself and Google. We offered to bring internet access to the entire country, like guaranteed internet access. This was like five years ago. And we set up an entity and the government tried to do the right thing…”
Jul 14, 2022 bullish
Jul 14, 2022 bearish
Jul 22, 2022 negative
Jul 22, 2022 bullish
Palihapitiya: Index funds will outperform active pickers if central banks intervene
“So I think my general takeaway is that if the central banks stay on the sidelines, Individual stock picking reins and active management can win if they continue to be involved and do quantitative easing and all of this other stuff. Index funds that are long co…”
Aug 5, 2022 neutral
Chamath: Growth will continue alongside higher interest rates, inflation, and input costs
“I actually think that there's enough excess slack to be absorbed by all of this free money that I think you can still have sustained growth, but it will come with higher interest rates and higher inflation and higher input costs.”
Aug 5, 2022
Aug 13, 2022 negative
Aug 13, 2022
Chamath sold off assets in November 2021 ahead of market downturn
“And quite honestly, you know, in the process in November, when I started selling, I would have sold even more violently than I sold. And all I can say is I saved my ass in November of last year, looking at what's happened in the last six, eight months.”
Aug 20, 2022
Aug 26, 2022 positive
Chamath: Consumers will reallocate personal spending toward paying for privacy
“I think that the pendulum starts to swing in the other direction where we say, okay, you know what? I'll eat out at Chipotle one night a week less. And instead I'm going to reallocate that money to making sure that I have, you know, some amount of privacy.”
Aug 26, 2022 negative
Chamath: Health marketing for oat milk like Oatly is a scam
“There is a little bit of a scam being run on people who want to be healthy. Like, for example, have you guys looked at the ingredient list on Oatly? You know, everybody loves oat milk, but have you looked at the ingredient list? Are you really telling me concl…”
Sep 1, 2022 bullish
Palihapitiya: Fukushima disaster was no reason to shut down nuclear power
“Guys, Fukushima didn't happen by accident. There was a like an incredible tsunami which was triggered by a massive earthquake. You're talking about these extremely long tail events. Yes, the retaining walls could have been built better, but these are things we…”
Sep 10, 2022 negative
Sep 10, 2022
Palihapitiya: Moral foreign policy collapses when domestic comfort is threatened
“When you're in a position of comfort, you can focus on forward and out looking moral attributes and ethical perspectives that matter. But the minute that you are affected at home, where you cannot take care of your children or heat your house, all bets are off…”
Sep 10, 2022 positive
Palihapitiya: Queen Elizabeth II maintained rare complete political neutrality
“Who lived to an incredible age, who saw incredible things and who dedicated her entire life to the public service and lived it totally neutrally, which in today's world, nobody else does. Everybody else takes the point of view. Everybody else tries to basicall…”
Sep 10, 2022
Sep 23, 2022 bearish
Sep 23, 2022 negative
Sep 23, 2022
Oct 1, 2022 bullish
Oct 1, 2022 bullish
Oct 1, 2022
Chamath: Fed will hit 4.5% rates and break the market
“They're gonna get to four and a half very quickly. And then this, something's gonna break. Like all these guys are saying, I think they're right. And then the fed put comes back on the table and we'll have this, we'll have the UK, you know, the UK thing happen…”
Oct 1, 2022 positive
Chamath: PCSK9 inhibitors are a next-generation heart disease gene therapy
“If Lipitor, for example, or Crestor, or these statins are not working for you, there's this next generation kind of drug called the PCSK-IX inhibitor, which essentially is effectively a gene therapy that's modeled after this very specific group of folks in the…”
Oct 1, 2022
Oct 1, 2022 bullish
Oct 1, 2022 neutral
Oct 1, 2022 negative
Chamath: Central bank bailouts destroy incentives for effective governance
“If you have these irrational central bankers, That will, that are willing to constantly bail people out. You will never get a high functioning government because policy is irrelevant. Good policy doesn't matter. Bad policy doesn't matter. If any of it goes wro…”
Oct 7, 2022 bearish
Oct 7, 2022
Oct 14, 2022
Chamath: Aim for the top of your age bracket and enjoy work
“Your goal should be to just be in the upper few percent of your age bracket and just enjoy what you're doing. And he said, let time take care of everything else. Because as long as you find something you're, you know, you decently enjoy and are good at, you'll…”
Oct 22, 2022 negative
Oct 22, 2022 bearish
Oct 22, 2022 bearish
Palihapitiya: Investors will abandon Snap due to its lack of corporate governance
“Snap will be an example of where investors are going to abandon that company. Because it's just, there's no point. There's no governance. There's no ability to have a conversation. It's in the too hard bucket. So people will just leave it. It'll be stranded an…”
Oct 22, 2022 bullish
Oct 22, 2022 bearish
Nov 5, 2022 bearish
Chamath: Carvana is a bankruptcy risk, but Coinbase has a fortified balance sheet
“Now, one is probably, you know, a legitimate bankruptcy risk, which is Carvana. That's what the market would think. Whereas the other one, you know, I think it has a very fortified balance sheet and could weather the storm Coinbase.”
Nov 5, 2022 positive
Nov 5, 2022 bearish
Chamath: Elevated interest rates and tough tech market could persist until early 2025
“So like, you know, for me, I'm like, wow, I thought that we could get through the worst of this by mid 23. But now you have to plan for the worst, which means, okay, now I'm thinking that, man, rates could be higher for much longer, which means, you know, we c…”
Nov 5, 2022 bullish
Nov 12, 2022 negative
Chamath admits losing significant capital investing in altcoin tokens
“I've bought a bunch of these tokens that have massively depreciated in value. I think lots of investors have. You know, I kind of fell into it as well. Like I thought, wow, this is incredible. I get to buy these tokens. They do all of this cool stuff. They rep…”
Nov 19, 2022 negative
Chamath: FTX provided zero financials when Social Capital evaluated investing
“We were part of the process where they tried to show again, I have to be careful. My lawyers reminded me that we're still under NDA actually with FDX. So, but what I can tell you is we did not get any financials. So we were verbally described what was going on…”
Nov 19, 2022 negative
Chamath: Twitter's MAU grew 50% while headcount increased 7.5x
“Twitter had two hundred million MAU. They had only a thousand employees. And so clearly at that point, they knew what they were doing. And now the business has, you know, increased in MAU by call it 50% to 300 million, but the employee base increased by seven …”
Nov 19, 2022 bearish
Chamath: Venture portfolios lacking tough board members will get torched
“So the highly correlated portfolios in Silicon Valley are the ones that will get torched because most of those companies will receive very poor or no advice. And then the few that will get to the end is because they have hard nosed people on the board that wil…”
Nov 19, 2022 positive
Chamath: Sequoia's returns stem from replacing underperforming founder CEOs
“And by the way, Sequoia, who has had exceptional returns has always been known to be hard nosed. You know, a lot of people, the critique against Sequoia from founders would be that, oh, if I take Sequoia's money, they may fire me. Well, yeah, because if you're…”
Nov 19, 2022 negative
Dec 3, 2022
Palihapitiya: Has built AI silicon for six years with ex-Google engineers
“I've been spending a lot of time Learning about this area, six years ago, a team that I partnered with who was at Google that built TPU, we've been building silicon for this space, so we've been kind of going from the ground up for the last six years.”
Dec 10, 2022 neutral
Chamath: Xi Jinping's zero-COVID rollback was a planned 3-phase strategy
“I think this has been part and parcel of a very focused and dedicated plan by Xi. Phase one was to consolidate power. Phase two was to get through November and to basically get reappointed for life and dispel any other You know, rivals that he actually had. An…”
Dec 10, 2022 negative
Dec 16, 2022 bearish
Dec 16, 2022 bearish
Dec 24, 2022 positive
Dec 24, 2022 bullish
Chamath: Base-edited T-cell therapy is the decade's top science breakthrough
“I think this is the single most important thing that happened in science, not just this year, But frankly, in the last decade, because if you can actually now do base editing, and eradicate, at least in this case, a blood based cancer, and eventually we'll be …”
Dec 24, 2022
Dec 24, 2022 positive
Dec 24, 2022 negative
Dec 24, 2022 neutral
Chamath: Early fusion requires government funding before private handoff
“I think there is a point in time. Where private startups can take the last 20 or 30%, but I think about this like the internet, which is you needed DARPA to build V-one, and then it could be handed over to private industry. And I think fusion, when we look bac…”
Dec 24, 2022 bearish
Dec 24, 2022 bearish
Jan 6, 2023
Jan 6, 2023 bearish
Jan 6, 2023 bearish
Jan 13, 2023 bullish
Jan 13, 2023 neutral
Jan 20, 2023 positive
Chamath: Flatiron Health's $1.9B Roche acquisition remains health ML's largest exit
“I was a early investor, Series A investor in a company called Flatiron Health. We sold it for 1.9 billion dollars to Roche. That's the biggest exit in this space for this machine learning enabled stuff. It happened in 2018.”
Jan 20, 2023 bullish
Jan 20, 2023 bullish
Jan 20, 2023 bullish
Jan 20, 2023 positive
Jan 20, 2023
Chamath: Female leaders perform better than male leaders at implementing economic austerity
“If you value austerity, if you look back in history, and you actually ask of the prime ministers or presidents of various countries, particularly first world countries that have actually had an impact in implementing austerity, you know what the unifying thing…”
Jan 27, 2023 negative
Jan 27, 2023 positive
Feb 4, 2023
Chamath: Zero $1B+ distribution VCs came from pure engineering or PM roles
“I went into pitch book and my team and I looked at all of the people, the humans in our business. That have generated more than a billion dollars in distributions on a given deal, and there's 20 that have done that in our industry. And if you look, not a singl…”
Feb 4, 2023 neutral
Chamath: Social Capital retains external technical experts instead of hiring technical VCs
“How we've solved this is we have a group of third party individuals that we work with, that we keep on retainer, that we compensate. And whenever we need to do deep technical diligence, we partner with them to do that work with us.”
Feb 4, 2023
Feb 4, 2023
Feb 4, 2023
Feb 11, 2023 bearish
Feb 11, 2023 bearish
Palihapitiya argues limiting AI tokenization to sentence blocks severely degrades quality
“If you limit How they can tokenize to just being all entire sentences. The product will not be that good. Like the whole idea of these LLMs is that you're running, you know, so many iterations to literally figure out what is the next most best word that comes …”
Feb 17, 2023 negative
Chamath: Single canonical AI product models are a bad business strategy
“I think it's actually a very bad business decision for corporations to view this as a canonical expression of a product. I think it's a very, very dumb idea to have one thing, because I do think what it does is exactly what you just said. It increases the risk…”
Feb 17, 2023 neutral
Feb 24, 2023
Feb 24, 2023
Palihapitiya: Facebook could have disrupted iOS and Android by IPOing earlier
“When you look subsequently at how much money they've spent in AR and VR, spending half a quarters of that cash could have given them the chance to disrupt Android and iOS in 2010 and 11, which in hindsight is obviously a no brainer bet, right?”
Feb 24, 2023 neutral
Feb 24, 2023
Palihapitiya: Startups should question the trend of delaying IPOs as long as possible
“So even though I think we at Facebook were the ones to really put this in the water table about not going public, I think a lot of startups should have gone back to first principles to really question whether waiting as long as possible actually makes sense.”
Mar 3, 2023 bearish
Mar 3, 2023
Mar 3, 2023 bearish
Mar 3, 2023 negative
Mar 3, 2023 bullish
Mar 3, 2023
Mar 11, 2023
Mar 11, 2023 negative
Chamath: Venture debt is sole private credit segment funded by customer deposits
“You can't use customer, customer deposits to do some CLO deal or to do like, you know, to back a PE play. These are all LP capital that goes towards that. This is the only sliver, as far as I know, where you take customer deposits to create very risky loans wr…”
Mar 17, 2023
Palihapitiya nearly spun out Ranga Dias's superconductor tech before university blocked it
“Venkat Viswanathan, who runs the battery group at Carnegie Mellon, introduced me to Ranga two years ago. Me and my partner, Jay, we were like, holy shit, this is outrageous. And we tried to spin it out into an actual company, but the University of Rochester bl…”
Mar 17, 2023 bearish
Mar 24, 2023
Apr 14, 2023 bearish
Apr 14, 2023 bullish
Chamath: US will IP block foreign traffic from non-regulated AI jurisdictions
“I think that what you're going to see is that if you, for example, try to VPN and run it out of like Tajikistan back to the United States, it's not going to take years for us to figure out that we need to IP block rando shit coming in, push and pull requests f…”
Apr 14, 2023 bullish
Apr 14, 2023 negative
Apr 14, 2023 positive
Apr 14, 2023 bullish
Chamath: Autonomous AI agents eliminate the need for enterprise sales teams
“If you look at any bloated organization that's building enterprise class software, you can string together a bunch of agents that will auto construct everything you need to build a much, much cheaper product that then you can deploy for other agents to consume…”
Apr 14, 2023 neutral
Apr 14, 2023 bearish
Chamath: Appropriate VC fund size may shrink from $1B to $50M
“And our capital allocation model is totally wrong size. Look, fund four for me was one billion dollars. Does that make sense? Nope. For the next three or four years? No, the right number may actually be fifty million dollars invested over the next four years.”
Apr 21, 2023
Palihapitiya: Decided against raising an outside venture fund for Social Capital
“I've been investing off balance sheet since 2018 and six months ago we started to explore whether we should raise a fund. And I think it was like two weeks ago we brought the senior partners in me and the Five other guys that run our business, and we said, we'…”
Apr 21, 2023
Apr 21, 2023 neutral
Apr 21, 2023 bullish
Apr 21, 2023 positive
Apr 28, 2023 bearish
Chamath: Big Tech companies have passed peak growth and become cash cows
“I think we're now well past peak big tech. Their valuations may still go up because they generate such an enormous amount of cash flow. But these are exactly those kinds of businesses now. They are X growth, large cash flow businesses.”
May 5, 2023 negative
May 5, 2023 positive
May 19, 2023 positive
Chamath: The most knowledgeable AI figures favor regulation over free-market approaches
“And I just think that on a spectrum, it's, this is a unique moment where the most knowledgeable people across every single political spectrum, persuasion, for-profit, nonprofit, Democrat, Republican, right? Elon and Sam, I'll just use those as the two canonica…”
May 19, 2023 bullish
May 26, 2023 negative
May 26, 2023
Palihapitiya: AI copilots allow 50 engineers to match 500 engineers' output
“So even if you set out a team and said, just copy exactly what Figma has with a co-pilot. Enabling 50 engineers. That's like 500 engineers cranking on something. I would be surprised if they couldn't just replicate the product end to end.”
Jun 2, 2023 positive
Jun 2, 2023 positive
Palihapitiya proposes constitutional amendment allowing non-native citizens to run for president
“It's going to be a slow process, but I think in 10 or 15 years, the real thing that we should all do is if there's enough citizen journalism, that we should really just change the constitution. So that we can allow people that have been here for 25 plus years …”
Jun 2, 2023 negative
Jun 2, 2023 neutral
Jun 2, 2023 neutral
Jun 2, 2023 positive
Palihapitiya backs RFK Jr. to force debates testing Biden's mental acuity
“So my support of Bobby Kennedy is in part because what I've heard from him, I find intriguing, but the more important thing is somebody needs to be in the arena on the democratic side and put to test this mental acuity construct here and get us to an answer.”
Jun 2, 2023
Palihapitiya: I ignore low-probability tail risks to focus on making money
“I have four or five hours a day of useful thinking time. And I try to think. Of the belly of the probable. And I try to compartmentalize these dumb long tail Sigma events because it distracts me from making money and winning.”
Jun 10, 2023 bearish
Jun 10, 2023 positive
Jun 10, 2023 bearish
Jun 10, 2023 neutral
Chamath: Zip-code-localized AI call center agents will arrive in 5-10 years
“But in the next, you know, five or 10 years, you'll have this flawless unaccented English or even more eerily, perfectly accented English for the zip code of the person that's calling in so that it sounds like they're talking to somebody that's literally their…”
Jun 16, 2023 neutral
Jun 16, 2023 bearish
Chamath Palihapitiya predicts internet value will shift to creators and moderators
“I think in this current version of the internet, The value is going to go and again, further, further, further erode away from the centralized apps and more towards the individual people, or in this case, these hubbid spokes, these mods, and not to the central…”
Jun 16, 2023 neutral
Chamath Palihapitiya predicts conversational AI usage will become hyper-fragmented
“In a world of AI where you can be more conversational, the idea that humans will want to get reduced to talking to one thing for everything, I think is wrong. I think instead it's actually going to be hyperfragmented because the best in class use cases are goi…”
Jun 16, 2023
Jun 16, 2023 negative
Jun 16, 2023 positive
Jun 16, 2023 bearish
Jun 24, 2023 positive
Jun 24, 2023 negative
Jun 24, 2023 neutral
Jun 24, 2023 neutral
Jul 1, 2023
Chamath: Chip and cloud investments in AI startups round-trip cash
“So whenever I see a chip maker and a cloud provider come together to put in a lot of money, it's essentially round tripping cash. They're giving them money, which then they use to buy their services. And then you know, you just you're just pumping revenue.”
Jul 1, 2023 bearish
Chamath: 60% of unicorns will go to zero, yielding 1.1x overall return
“I think 60% go to zero. Of the remaining 40%, half of them probably return money. And then of the remaining half, half of those maybe get one and a half X. And then you get a geometric distribution from there, which means the blended return of that entire stre…”
Jul 9, 2023 bearish
Jul 9, 2023 bullish
Chamath: High-value enterprise AI products are 18 to 36 months away
“The real stuff, which is around enterprise software, healthcare the physical sciences, that's where the real AI leaps, I think, will have really momentous value. Those are still 18 to 24 to 36 months away from seeing the light of day, and in terms of real prod…”
Jul 9, 2023
Jul 14, 2023 bullish
Jul 27, 2023
Jul 27, 2023 negative
Jul 27, 2023
Jul 27, 2023
Chamath sold Warriors stake over $5.2B valuation and player equity fears
“The single biggest reason that motivated me when I sold My piece of the Warriors was obviously just a crazy increase in the valuation, right? I bought it for, you know, 306 hundred, and it was worth 5.2 billion at the time, whatever. But the second biggest rea…”
Jul 27, 2023 positive
Aug 4, 2023
Aug 4, 2023 negative
Chamath: Ruling class and regulatory capture are blocking major physical innovation
“The reason you, we don't see these kinds of innovations is because the ruling class has clogged up and sclerotically dominated all the places where you'd have this massive Forms of innovation. And regulatory capture.”
Aug 4, 2023 bearish
Aug 18, 2023 neutral
Aug 18, 2023
NBA banned Chamath from contacting bookies after his Warriors investment
“When I bought a piece of the Warriors, the funniest thing was I got a call from the NBA, because you have to submit like this huge application, like, you know, Everything. Open the kimono. And they knew that I was a big fucking sports better, and they were lik…”
Aug 18, 2023
Aug 26, 2023 neutral
Chamath invests hundreds of millions in climate tech strictly for national security
“Ask me how much money have I invested in climate change with all that data? Zero. Ask me how much money I've invested in technologies that will benefit climate change as a byproduct of national security, hundreds of millions of dollars.”
Aug 26, 2023 bullish
Aug 26, 2023 bearish
Aug 26, 2023 positive
Palihapitiya co-founded a material science startup developing battery materials
“A different version of that is a company that myself and a few other people started. I tweeted that out, which is more in the material science space. And we've had some pretty important breakthroughs there, which is really about trying to invent next generatio…”
Sep 1, 2023 negative
Sep 1, 2023
Sep 1, 2023 positive
Sep 19, 2023 positive
Sep 20, 2023 positive
Chamath: Technology and demographics will create an era of abundance and peace
“Because of China's population woes, and because of, I think, some of these technological things that are sort of on the horizon, I believe that we're sort of at the edge of an era of abundance that will create a massive peace dividend, because a lot of the jus…”
Sep 22, 2023 neutral
Chamath: Sovereign wealth funds must replace VCs to fund fusion's multi-trillion capex
“The amount of capex that we will need to make this a reality is so gigantic, and I think you guys are honest about that. That unfortunately, you eventually replace the venture capitalists with tens or hundreds or even a few billion dollars with the sovereign w…”
Sep 22, 2023 negative
Sep 22, 2023 bearish
Sep 22, 2023 bearish
Sep 26, 2023 positive
Sep 28, 2023 positive
Sep 29, 2023
Chamath: Coleman Hughes's colorblindness framework would have saved years of self-sabotage
“Had I had a framework, if I had your talk when I was in my twenties and thirties, I would have spared myself a lot of self-sabotage. Because what that does is when you feel these things and you don't have a framework to interpret it or to tolerate the anxiety,…”
Sep 29, 2023
Chamath: Most negative interactions stem from bad days or classism, not racism
“Out of a hundred interactions, a lot of the time, just people are having a bad day. Some other percentage of the time people are actually just being very classist because racism, it turns out is like a pretty severe perversion.”
Oct 2, 2023 negative
Oct 13, 2023 neutral
Oct 13, 2023 positive
Chamath argues Trump was right on the border, debt, and Middle East
“So much of the work that happened in that administration turns out to have been right. And that's what's so frustrating for me. The work on the border wall, we didn't like the messenger, so we killed the message. Turned out it was right. Issuing long-term debt…”
Oct 13, 2023 positive
Oct 20, 2023 neutral
Chamath: Morgan Stanley custom stock baskets are limited to top clients
“Morgan Stanley is particularly good at these basket creations, and they tend to make it for their biggest hedge fund clients and their richest families. So it tends to be pretty isolated. They give an edge to a few folks. So these things are not broadly publis…”
Oct 20, 2023 bearish
Oct 20, 2023 positive
Oct 27, 2023 bearish
Oct 27, 2023 bearish
Oct 27, 2023 neutral
Oct 27, 2023
Chamath: Loud geopolitical rhetoric signals a lack of plans to escalate militarily
“When you act decisively, you say little, and when you have no plan of really escalating, you say a lot. So I think that right now we're saying a lot, which actually counterintuitively to me says we're not planning to do much of anything.”
Nov 3, 2023 bullish
Chamath: Compounding AI investment, hardware, and model gains yield 400x annual improvement
“There is a level of investment multiplied by a level of improvement in the underlying hardware multiplied by a level of improvement in the underlying models. That's creating A 400 X improvement from the baseline every year.”
Nov 3, 2023 negative
Chamath: Podcasting is 'lowest order bit' compared to top content creators
“Yeah, but I think that that's like a, it's the lowest order bit, quite honestly. You know, when you see like what Jimmy Donaldson does, or even like Kim Kardashian, what they do as content creators, it's just an intense process that then creates all this upsid…”
Nov 3, 2023 negative
Nov 3, 2023 positive
Chamath: Mistral and open-source models are superior to Llama 2
“Before I give all the credit to Facebook, I'd rather say that I think there are a lot of open source alternatives, including Mistral, that I think are much better. And free and open and in the clear where you can have unencumbered growth, not dependent on anyb…”
Nov 3, 2023 bearish
Nov 11, 2023 negative
Nov 11, 2023 positive
Palihapitiya predicts US inflation will drop further over next six months
“What's going to happen over the next six months, it's mostly in the bag and meaning we talked about this before, but there's a lag effect on a handful of components, specifically rents, which when you roll them into this inflation rate, you're going to see it …”
Nov 11, 2023 bullish
Nov 17, 2023 bullish
Dec 1, 2023
Dec 8, 2023 negative
Dec 8, 2023 bullish
Dec 8, 2023 positive
Chamath: Tucker Carlson is intellectually curious with unique points of view
“I thought Tucker was incredible. I found him so intellectually interesting. And it's not always the case that great moderators and interviewers make great guests, but he is so intellectually curious and has unique points of view that you want to hear them out.…”
Dec 16, 2023 negative
Chamath: Lifetime bans inevitably lead to corrupted power plays
“I just think it's a very slippery slope, and I don't think we're very capable of making these delineations, and so I agree the right solution are timeouts. But lifetime bands, I think, again, go down this path where human judgment gets involved, and then it's …”
Dec 16, 2023 positive
Chamath Palihapitiya: Companies should recruit talent from university co-op programs
“You gotta go to the schools with co-op. Why? Because it allows you to evaluate these kids in situ on a real-time basis without an obligation to hire. You can find the ones that can really do the work, have the energy, and then hire them.”
Dec 23, 2023 bullish
Dec 23, 2023 bearish
Dec 23, 2023 bearish
Dec 23, 2023 bearish
Dec 23, 2023 negative
Dec 29, 2023 negative
Dec 29, 2023 positive
Dec 29, 2023 negative
Dec 29, 2023 negative
Jan 6, 2024 negative
Jan 6, 2024
Jan 6, 2024 bullish
Jan 13, 2024 negative
Chamath: Pilots unions block automated cockpit technology to protect jobs
“The reason we don't is because of how certain lobbies are able to affect rules inside the federal transportation infrastructure. And we know this because our friend has been trying to, our friend Sky Dayton, wonderful pilot, Has been trying to improve airline …”
Jan 13, 2024 positive
Palihapitiya announces 8090 incubator to rebuild enterprise software with offshore AI
“So the concept here is we're gonna build this incubator. It's called eighty-ninety. I have a team. I have a bunch of developers offshore, and we are going to basically create a hit list of software that we think is relatively straightforward and mispriced and …”
Jan 13, 2024 neutral
Jan 13, 2024 negative
Chamath: Aviation incidents will spark legal scrutiny of DEI hiring
“If there is an incident or a near incident, you're going to see lawsuits that are going to focus on this issue. Show me the training records of the pilots and show me how they fared relative to alternative folks that you either did hire or didn't hire. And you…”
Jan 19, 2024 bearish
Chamath: Best-in-class SaaS gross margins have dropped 15% to 20%
“Even the best SaaS businesses have seen their gross margins erode by about 15 to 20%. It used to be that best in class software business can generate 90, 90, one percent, eight, eight, high eighties to low nineties gross margins. Now that's not true. You see a…”
Jan 19, 2024 bullish
Jan 19, 2024 negative
Chamath: Environmental factors like microplastics alter human biology over time
“I think that it does alter the phenotype of the human body over time, and I think you'd have to be insane to bet against that, and I suspect when you look at the rates of depression and autism and Alzheimer's and dementia and autoimmune diseases, Crohn's, rheu…”
Jan 19, 2024 bearish
Jan 19, 2024 negative
Jan 26, 2024
Feb 2, 2024 negative
Feb 9, 2024 neutral
Feb 9, 2024 bearish
Feb 9, 2024 negative
Chamath refuses to analyze Snap due to lack of voting rights
“I've never taken more than one second to look at that company. And the reason is there's just zero ability for me to have any useful say. So I've never honestly looked at its performance. I've never studied a single characteristic. I've never trended it.”
Feb 9, 2024 negative
Chamath: AWS makes building production AI apps unfeasibly expensive
“For example, like AWS, if you look inside of how expensive it is to build an app there, I've tried, even when they give you credits, the credits they give you aren't sufficient enough to even pay for half the power. And then the way that they schedule and the …”
Feb 9, 2024
Chamath requires his children to text back immediately in perfect English
“I told one of my children that when I send a text message, I expect an immediate response. Otherwise I am going to cancel that child's phone and take it away. And then separately, when they respond, it has to be in structured, well thought out, perfectly forma…”
Feb 17, 2024 neutral
Chamath: Arm's stock surge was driven by an enormous short squeeze
“Now on Arm specifically, the thing that I would keep in mind is that those guys floated, I think about fifteen million shares. So there's about a hundred and forty-five, hundred and fifty million shares outstanding, 90% owned by them. So there's about 10 or fi…”
Feb 17, 2024 bearish
Feb 23, 2024 negative
Mar 1, 2024 positive
Mar 1, 2024 neutral
Mar 1, 2024 negative
Mar 8, 2024 positive
Mar 8, 2024 negative
Chamath: Facebook's Irish IP transfer triggered years of IRS litigation
“At Facebook, there was a period where, and this was public, so I can tell you, We transferred a lot of our IP to Ireland at one moment, and there was a transfer payment and whatnot. And then a few years afterwards, when everybody realized, including us, and we…”
Mar 16, 2024 negative
Mar 16, 2024 positive
Mar 16, 2024 positive
Mar 22, 2024
Mar 29, 2024 neutral
Mar 29, 2024 negative
Apr 12, 2024 bearish
Chamath: AI startups using HBM face roadblocks due to Nvidia's supply sweep
“If you are investing in a company that is subject to, you know, HBM in their design decisions, or these specific optical cables, or a whole bunch of other things, you're going to be in a really difficult spot because Nvidia's bought them all.”
Apr 12, 2024 bearish
Apr 12, 2024
Apr 12, 2024
Apr 12, 2024 bearish
Apr 12, 2024 negative
Apr 19, 2024 negative
Apr 19, 2024 bearish
Apr 26, 2024 bearish
Apr 26, 2024 bullish
Apr 26, 2024 bearish
May 3, 2024 negative
Chamath: Elite universities consist mostly of privileged, over-coached students
“You see them at Columbia, Harvard. There are these specific Berkeley, UCLA that are bastions of privileged kids for the most part. These are extremely elite institutions that typically Allow in kids that have been coached their entire lives to get into those s…”
May 17, 2024 bearish
Chamath: The 'Facebook of AI' has not been created yet
“I think where we are is probably within two years of where the basic building blocks are standardized. And then I think the real businesses get built. So I will maintain my perspective here, which is the quote unquote Facebook of AI has yet to be created.”
May 17, 2024 neutral
Chamath: AI will shrink company headcount and operating expenses
“The opex of companies is just going to go down, which means the size of companies are going to shrink, which means the amount of money you need is going to go down. And that's just going to create the ability for these companies to sell those products cheaper.”
May 17, 2024
May 24, 2024 negative
May 24, 2024 negative
May 31, 2024 bearish
Tech stocks and Nvidia face market punishment over unproven AI spend
“If you do not start seeing revenue flow to the bottom line of these companies that are spending twenty six billion dollars a quarter, The market cap of Nvidia is not what the market cap of Nvidia should be, and all of these other companies are going to get pun…”
May 31, 2024 negative
Keeping the economy open would have prevented massive national debt
“If we had responded to this pandemic differently, those issues would not have occurred. If we had just kept the economy open because we understood what was going on, We would not have reacted the way that we did, and we would not have nearly as much debt as we…”
May 31, 2024 bullish
May 31, 2024 neutral
May 31, 2024 bearish
Monolithic enterprise software firms face massive layoffs over next decade
“And so you're going to have to go through this very complicated cycle of recycling, you know, the business model, which unfortunately will mean tons of layoffs. That's not a today thing, but over these next five and 10 years, that's probably what's going to ha…”
May 31, 2024 bullish
May 31, 2024 negative
May 31, 2024 negative
COVID vaccines were modestly effective and designed to manipulate DNA
“We caused billions of people all around the world to take immaturely tested drugs. They were called vaccines. We found out that they were modestly effective at best, and then some of them were designed in some ways to manipulate our DNA, and we just don't know…”
Jun 7, 2024 bearish
Jun 7, 2024 neutral
Jun 7, 2024 negative
Jun 7, 2024 bullish
Jun 14, 2024 positive
Jun 14, 2024 bearish
Jun 20, 2024
Jun 25, 2024 neutral
Chamath: AI will automate formulaic jobs, leaving only human judgment
“So the things that are like known knowns, to use the Donald Rumsfeld quote, will be automated away. Unknown knowns will also be automated away because that's just about computational horsepower. So any job that you did that's formulaic will get replaced probab…”
Jun 25, 2024
Jun 25, 2024 positive
Jun 25, 2024
Chamath is getting a liquor license to buy wine wholesale
“Joshua and I, so my sommelier and I, we just filed for a liquor license. And so when we get it, we will be allowed to buy wine wholesale. So we are becoming so that we can, no, because like, because honestly, like the wine is so marked up and we were like, wel…”
Jun 25, 2024 positive
Jun 29, 2024
Jun 29, 2024 negative
Jun 29, 2024 negative
Jun 29, 2024 negative
Chamath: AI tools provide only 10-15% lift, not 10x productivity
“Just practically what I see is all of these AI tools can add a 10 or 15% lift to an individual person if you are in a traditional organization. I don't think these things are the panacea that they're marketed as being. These are not creating Tenex engineers.”
Jun 29, 2024 bullish
Chamath: Future AI-native startups will achieve full output with 1/10th workforce
“At some point, these tools will be good enough. And at some point, companies will get started from scratch that use those tools and create a level of productivity at one 10th of the Workforce, but that hasn't happened yet.”
Jul 12, 2024 neutral
Palihapitiya: Record stock market highs are limited to seven tech companies
“Even though the stock market for seven companies is hitting all-time highs, the stock market for every other company that isn't those seven companies have not, and that really is about just the broad-based demand in the economy.”
Jul 12, 2024 neutral
Jul 12, 2024 bearish
Jul 19, 2024 negative
Palihapitiya: Cross-fund LP liquidity violates strong venture capital governance
“When you're buying old stakes into a new fund and crossing funds, it's sort of like actually one of those things that are supposed to be verboten. And when you're trying to build a good fund with great governance, This is actually at the top of the list of the…”
Jul 23, 2024
Chamath Palihapitiya: Venture investors must commit to market swells before they are visible
“The best piece of advice I got as an investor is you are a big wave rider. And the swells that become ginormous are not visible when you paddle into them. And so you got to commit and you got to go and you are going to have less than a hundred percent hit rate…”
Jul 23, 2024 bearish
Jul 23, 2024 bullish
Jul 23, 2024 bearish
Jul 26, 2024 negative
Jul 26, 2024 bearish
Chamath: Broad consumer pressure and revenue misses will hit in fall 2024
“I think that when you see a broad-based set of revenue misses, that, that will kind of mean that the consumer is really under pressure. I think, I still think that that's more in the fall. But we're headed in that direction.”
Jul 26, 2024 negative
Aug 2, 2024 negative
Chamath: Selling hedge fund GP equity as a public company does not work
“In finance, these entities that try to sell a piece of the quote unquote general partner as a company, I just think that it's frankly, that it doesn't work. And this is just, you know, an example, yet another example that there's not a lot of equity value in t…”
Aug 2, 2024
Chamath: Politicians must eliminate ambiguity to survive AI misinformation
“I think that from now until the end of time with social media tools replacing traditional media, and then with AI tools that are going to create enormous amounts of very sophisticated misinformation and disinformation. I think the only strategy for politicians…”
Aug 2, 2024 bearish
Chamath: Harris will win popular vote but lose Electoral College without key stances
“And in the absence of her defining herself on those four or five issues, she's not going to win. She'll win the popular vote, but again, when people win the popular vote and lose the electoral college, we've now gone through that enough times where that's just…”
Aug 9, 2024 neutral
Aug 9, 2024 bearish
Aug 9, 2024 negative
Chamath: Excessive hedge fund leverage will lead to regulatory backlash
“At some point, These folks will have taken too much risk, and we'll look back on it, and we'll think that hedge funds should probably have been more regulated than they are with respect to their leverage ratios, not with respect to their strategies.”
Aug 9, 2024 bearish
Aug 9, 2024 negative
Chamath avoids carry trades because they fail severely and are hard to unwind
“I mean, I think these kinds of things, so I've never done them. And part of the reason why is I think these things look genius and they work until one moment in time where they stop working and it's It stops working so severely that it becomes almost impossibl…”
Aug 16, 2024 neutral
Aug 16, 2024 positive
Aug 16, 2024 negative
Sep 6, 2024
Sep 20, 2024
Sep 20, 2024
Sep 20, 2024 bearish
Sep 26, 2024 bullish
Sep 26, 2024 negative
Palihapitiya: Holding Slack shares post-direct listing was a $1.2B mistake
“Now, for example, I went through a direct listing with Slack. What we did not learn is that the best price is the day one price. So if you had investor pressure, the thing that I should have done, it was a probably a 1.2 billion dollar, 1.24 billion dollar mis…”
Sep 27, 2024 positive
Sep 27, 2024 negative
Chamath: Coding bootcamps are probably better value than expensive CS degrees
“You can spend two or 300,000 dollars getting in debt to get a computer science degree, but you're probably better off learning JavaScript and learning these tools in some kind of a boot camp for far, far less, and graduating in a position to make money right a…”
Sep 27, 2024 bearish
Sep 27, 2024
Sep 27, 2024 neutral
Sep 27, 2024 bearish
Oct 3, 2024 bullish
Oct 3, 2024
Oct 11, 2024 bearish
Chamath: West Palm Beach and Malibu real estate are massively overpriced
“My personal belief is I think that the real estate markets in some of these places are meaningfully mispriced. And specifically what I mean is that they're massively overpriced... I'll name two to be specific, West Palm Beach and Malibu. So both ends of the co…”
Oct 11, 2024
Oct 25, 2024 positive
Nov 6, 2024 negative
Nov 8, 2024 positive
Chamath would serve the Trump administration in a part-time advisory capacity
“If asked to serve, Especially in a part-time capacity where you don't have to divest everything you own, and you can actually just go and call bull and actually just make sure good decisions get made. It would be an honor to serve in that capacity.”
Nov 8, 2024 positive
Nov 8, 2024 positive
Nov 16, 2024 neutral
Nov 16, 2024 bullish
Palihapitiya: Warren Buffett earns $15B annually on $325B in T-bills
“There's a reason why Warren Buffett has three hundred and twenty five billion dollars sitting in T-bills making four and a half percent a year. He owns more T-bills than the United States government. He's making about fifteen billion dollars a year in interest…”
Nov 16, 2024 bearish
Palihapitiya predicts subdued tech M&A and major IPOs in early 2025
“I think it's gonna still be pretty subdued. Subdued, ok. I don't think that you're gonna see these crazy M&A deals that I think everybody is expecting. I also don't anticipate a lot of these big companies going public, at least in the first half of the year.”
Nov 23, 2024 bullish
Chamath: Cutting California regulations and taxes to near zero creates a renaissance
“I think that the person that runs for governor in California should commit to cutting those 65,000 regulations down to 10,000 as needed, to replacing the DMV with a digital app, and to cut taxes to near zero, and to create school choice. Whoever does that will…”
Nov 23, 2024 negative
Dec 13, 2024 neutral
Dec 20, 2024 neutral
Dec 25, 2024 negative
Dec 25, 2024
Dec 25, 2024 bullish
Chamath predicts JD Vance will lead the post-Trump Republican Party
“My political surprise is J.D. Vance. I don't think if this works out properly there will be a Republican party the way that you normally knew it. I think it is a MAGA party. And I think that JD Vance has the potential to become the standard bearer past Trump, …”
Dec 25, 2024 positive
Dec 25, 2024 bearish
Chamath: Musk's 900,000 Nvidia GPU order will restrict rivals' hardware access
“He's actually bought now not just the largest NVIDIA cluster, but he's promised to buy 900,000 more. Do you know what happens when you buy a 100,000 and then buy, promise to buy 900,000? Not only are you at the front of the line, you consume NVIDIA's attention…”
Jan 4, 2025 bullish
Jan 4, 2025 bullish
Chamath predicts long Credit Default Swaps will be 2025's best asset
“But I would be long CDS. So what am I buying? I am buying insurance. I'm buying insurance. Using credit default swaps, I'm buying what's called protection, that there is no default event in 2025. Again, I'm not going to tell you which companies or what maturit…”
Jan 4, 2025 bearish
Jan 4, 2025 positive
Chamath predicts fiscal conservatives will be 2025's biggest political winners
“My biggest political winner for twenty-twenty-five are fiscal conservatives. I think that we are going to test a very important concept in twenty-twenty-five, and I hope it works, which is that of austerity. And the reason why austerity has to work is that the…”
Jan 4, 2025 positive
Chamath notes Q2 2024 stablecoin volume surpassed double Visa's transaction volume
“Stablecoin usage. At the end of the second quarter of 2024 was about 1.1 billion transactions that summed to 8.5 trillion dollars of transaction volume. If you compare that to Visa over the same period, it was more than double Visa's transaction volume.”
Jan 4, 2025 bullish
Jan 11, 2025
Jan 18, 2025 positive
Chamath Palihapitiya predicts TikTok will be acquired extremely cheaply under Donald Trump
“And I think that we'll probably find one. And I think that it probably happens under the Trump presidency and whoever gets their hands on it, gets their hands on an incredible asset. That they will be able to buy extremely cheaply, because there is no way that…”
Jan 18, 2025 positive
Chamath Palihapitiya hires a Philippine executive assistant for $3,000 monthly
“Now I use Jason's service called Athena, and I have a guy that works with me in the Philippines, and it's about 3000 a month, and I can honestly tell you this guy is the single most effective administrative support I've ever had”
Jan 18, 2025
Jan 18, 2025 bearish
Jan 25, 2025
Jan 25, 2025 positive
Jan 25, 2025 bullish
Jan 31, 2025 bullish
Feb 7, 2025 bearish
Chamath: US innovation has largely stagnated over the last 15 years
“The big problem that we all have, maybe I'll take the more glass half empty version of what Antonio said is we really haven't been unlocking people's creativity over the last 15 years. We've been trending around except safe of a few companies, which we all kno…”
Feb 10, 2025 negative
Chamath: Complex multi-doctor protocols reduced his overall quality of healthcare
“I had a doctor in LA, I had a doctor in San Francisco. I would have them do their own versions of things. Then I would have somebody else help me compare. It cost me way too much money, and all that complexity did was make the quality of my healthcare actually…”
Feb 15, 2025 neutral
Chamath: Future politics will revolve around working class, business owners, and innovators
“I think that the three cohorts of the future are the asset light working in middle class. That's cohort number one. There are probably a hundred to a hundred and fifty million of those folks. Then there are patriotic business owners, and then there's leaders i…”
Feb 15, 2025 negative
Feb 15, 2025 neutral
Feb 15, 2025 negative
Feb 15, 2025 negative
Mar 1, 2025 positive
Mar 1, 2025
Chamath: Non-US founders will take $5M in secondary sales for Gold Cards
“I will predict that within the next few months after this gets announced, you are going to hear about founders taking five million dollars of secondary in a round to make sure that if they are non-Americans to get their visas.”
Mar 1, 2025 bearish
Mar 1, 2025 bearish
Mar 1, 2025 neutral
Mar 8, 2025 positive
Mar 8, 2025
Chamath's battery materials startup secured a $100M DOE grant
“I started a company with these guys from Tesla to make battery materials in the United States in 2019. We grind, we put in tens, I put in tens of millions of dollars... And then we applied again on some success and we got a hundred million dollar grant.”
Mar 8, 2025 positive
Chamath: Tariffs enable US to rebase dollar reliance and deficit funding
“I think what tariffs allow us to do is rebase the long-term reliance on the US dollar. It allows us to rebase our ability to fund our own deficits. And it allows us to rebase the long-term ability for American companies to be economically vibrant.”
Mar 8, 2025
Mar 8, 2025 neutral
Chamath Palihapitiya worked with Trump transition team on government spending proposals
“When the administration was getting formed, one of the things that happened, I had an opportunity to work with some of the folks. To write some proposals for what theoretically could happen in some of these bigger government organizations where there's just hu…”
Mar 8, 2025 negative
Chamath: EU regulatory overreach harms European companies and citizens
“The European Union itself was created almost without any real teeth, and so what happened is the folks there started to pass inordinate numbers of laws. And that has made it really complicated to be a European company, a European citizen”
Mar 8, 2025
Mar 15, 2025
Mar 15, 2025
Chamath Palihapitiya: I gave back all my trading gains over 2.5 years
“There was a period where I would wake up and I could just tweet and the markets would go up. They were like, what's he gonna say next? And then it all stopped. And then there was a two and a half year period where I gave it all back and then some.”
Mar 15, 2025
Mar 15, 2025
Mar 15, 2025 negative
Mar 22, 2025 bullish
Mar 22, 2025 negative
Mar 29, 2025
Mar 29, 2025 negative
Palihapitiya: IRS has sued him and Zuckerberg for a decade over IP
“When I was helping to run Facebook, I was a signatory. When we were setting up Facebook abroad, we exported all of our IP to Ireland. And lo and behold, who do they sue? Zuck, Meta, and me. And we've been in this 10 year lawsuit, 15 year lawsuit with the IRS b…”
Apr 3, 2025
Apr 11, 2025
Apr 11, 2025 negative
Apr 11, 2025 negative
Chamath: Permitting malaise has prevented any CHIPS Act fabs from being built
“When you look inside of the CHIPS Act, As smart as that initial policy was, if you ask, why has nothing actually happened? Why have no fabs actually been built other than grandiose statements? The answer is that, which you speak to in your book. It's just this…”
Apr 11, 2025 positive
Chamath: Trump administration only gathered information without making demands
“I have never seen a single iota of any form of anything other than just gathering information from the Trump administration. They've never asked me for anything. They've never tried to direct me to do anything. They just want to know what's going on.”
Apr 11, 2025 negative
Chamath: Biden administration refused calls on rare earths, batteries, and AI chips
“As a businessman, when I was building, Ezra, just to be clear, critical rare earth supplies for America, Under the Biden administration. Battery can materials to compete with China under the Biden administration. AI chips to be the best inference solution unde…”
Apr 11, 2025 positive
Chamath: Biden IRA tax credits removed investment uncertainty in energy markets
“Inside the IRA, I think that there were two things, and I've said this pretty repeatedly, but I just want to put it on the record again. The ITC credits and the ITC transfer markets for those credits, the tax equity markets, are critical industries in America …”
Apr 26, 2025 bearish
Apr 26, 2025 positive
Apr 26, 2025 bullish
Apr 26, 2025 bearish
May 3, 2025 neutral
May 3, 2025 positive
May 3, 2025 neutral
May 3, 2025 positive
May 9, 2025 negative
Chamath: Federal Reserve rate hold is politically motivated rather than data-driven
“The Fed is acting in, in a manner that is as much politically motivated as financially metric motivated, because the financial metrics, some of the most critical leading indicators, particularly around liquidity and the credit health of the American consumer a…”
May 9, 2025 positive
May 9, 2025
May 17, 2025 bearish
May 17, 2025 neutral
May 17, 2025 bullish
May 24, 2025
Chamath: Economic policy cannot expect everyday citizens to endure a 5-year J-curve
“You can't look at gains that are in years six through 10. To justify pain in years one through five. You can't do that because I understand how that mathematically makes sense. It doesn't make sense practically for the average American. It's just not how life …”
May 24, 2025
May 25, 2025 bullish
May 31, 2025 positive
May 31, 2025 positive
Palihapitiya: US government should hold partial stakes in five critical industries
“If you have those five, you are in control of your own destiny in the sense that you can keep your citizens healthy, And you can make all the stuff for the future. So I think if the president is creating a more expansive idea beyond US deal with this idea of U…”
Jun 13, 2025 bearish
Chamath: War with Iran could double oil prices to $100-$112 a barrel
“If we go to war, Tucker's right. This totally screws everything up. I mean, you could see oil double, double. What happens to the economy of the world, of world GDP, of everything, of inflation, if you have oil at a hundred bucks a barrel, a 112 bucks a barrel…”
Jun 13, 2025 bullish
Jun 13, 2025 bullish
Chamath: Tariffs will generate $300B-$400B extra annual revenue
“We are run rating, 300 to four hundred billion dollars above forecast in terms of our receipts, meaning the revenues that we will take in. And you get to that number by looking at the last three months of tariffs and forecasting forward, assuming a reasonable …”
Jun 13, 2025 negative
Jun 13, 2025 neutral
Jun 13, 2025 bullish
Chamath: US balance sheet will improve by $600B within 60 days
“So if you add these two things together, we are in the next 60 days going to have to re-forecast the American balance sheet where this is, or we're actually going to be able to positively forecast an extra 600,000,000,300 billion of incremental revenue, and th…”
Jun 21, 2025 bullish
Jun 21, 2025 bearish
Jun 21, 2025 bullish
Chamath Palihapitiya predicts Microsoft's employee base will grow over five years
“So I suspect that Microsoft business on the margin grows back to Dave's point. Some of the four 93 shrink and go away. It'll be cheaper for Microsoft to bundle together a bunch of other products that are point features today. And so they'll have more people. T…”
Jun 21, 2025 negative
Jun 28, 2025
Jun 28, 2025 negative
Jun 28, 2025 bullish
Jul 4, 2025 negative
Chamath: State-level AI rules will slow startups and benefit incumbents
“Not having it, I think the risk is that if you have 50 different sets of regulation, and it won't even just be 50 as Freebrick said, it's going to be You know, all kinds of pet organizations that pop up in all of these states. What happens? I think what it doe…”
Jul 4, 2025 bearish
Jul 4, 2025 bearish
Jul 4, 2025 bearish
Jul 23, 2025 positive
Aug 1, 2025 bullish
Aug 1, 2025 bullish
Aug 1, 2025 neutral
Aug 1, 2025 bearish
Aug 1, 2025 neutral
Aug 15, 2025 negative
Aug 15, 2025 negative
Chamath: Concentrated personal investing is easier than running a VC fund
“Is that it's much, much harder to run a very successful venture firm in my experience. It's much easier actually to be concentrated and to use the information asymmetry in your favor. It is an exceptionally difficult job to be a successful fund manager.”
Aug 17, 2025 positive
Aug 17, 2025 negative
Aug 22, 2025 bullish
Aug 22, 2025 bearish
Aug 22, 2025 neutral
Palihapitiya says his AI firm was fired despite delivering enormous gains
“Our first customer where we delivered enormous gains, we were fired. And the reason we were fired was not because the technology wasn't working, but it's because as it goes lower and lower from the board and the CEO into the bowels of the organization, You act…”
Aug 22, 2025 bearish
Aug 22, 2025 bullish
Chamath: OpenAI could reach a $1.5T valuation within four years
“I would probably put that at like, 500 Dow to be conservative. It's probably doubling every two years. So 500 goes to a 1,000,000,001, billion goes to two in four years, and at two billion Dow, they generate a 1th of Facebook's revenue, just to be very conserv…”
Aug 22, 2025 negative
Aug 22, 2025 bearish
Aug 27, 2025 negative
Sep 4, 2025 neutral
Chamath: 2025 bankruptcy surge is driven by ZERP capital exhaustion
“I think the reason why bankruptcies are up right now is because the reservoir of free money, the money printer that printed, frankly, since 2010 up until about 20 21, because, you know, we still gave an enormous amount of money in COVID, is finally starting to…”
Sep 4, 2025 neutral
Chamath: Rising bankruptcies are positive because they clear out inefficient businesses
“So if you put these two things together, I think you're going to see more, not less bankruptcies, but I think the outcome is probably positive in that you clean out a bunch of businesses that were taking up time and resources.”
Sep 5, 2025 bullish
Chamath: AI adoption will increase return on capital, hiring, and pay
“AI, like any other technology prior, provides leverage on human time, and therefore leverage on human capital. And when you get a higher ROI on capital, you generally have more capital flow in, not less. So people will invest more in people. They will pay more…”
Sep 5, 2025 negative
Sep 7, 2025 neutral
Sep 7, 2025 positive
Sep 7, 2025 positive
Palihapitiya: White House Press Secretary Karoline Leavitt is extraordinarily competent
“Like I've met few people like this who exudes this level of competence. I mean, I think it was the first thing that Freeberg said after maybe like two minutes of interacting with her is like, wow, this may be the most competent person I've ever spoken to. She'…”
Sep 8, 2025 negative
Sep 8, 2025 bearish
Sep 8, 2025 neutral
Sep 9, 2025 negative
Chamath: Unchecked hedge fund leverage threatens U.S. financial infrastructure
“They can take on so much leverage that even if you have, you know, 60, seventy billion, you're running a trillion long. And, you know, a trillion is not what it used to be, but it's still a lot of money where you can really screw up the infrastructure of Ameri…”
Sep 17, 2025 positive
Sep 19, 2025
Sep 27, 2025 positive
Chamath: 8090 would gladly pay $100,000 fee for exceptional H-1B talent
“I have several of these folks that work for me at eighty-ninety. These are incredible grads from Carnegie Mellon. They are off the charts smart, but because they did a master's or a PhD, they come with a couple of years, and you can oftentimes extend that, and…”
Oct 2, 2025 negative
Chamath: Gavin Newsom calling Stephen Miller a fascist on X is irresponsible
“When you have somebody get assassinated, where the bullet says, hey, catch this fascist, and then less than 10 or 12 days later, you have one of the, if not the most visible, leaders of the Democratic Party in all caps screaming on X, Stephen Miller is a fasci…”
Oct 3, 2025 neutral
Oct 3, 2025 negative
Oct 3, 2025 bearish
Oct 3, 2025 positive
Palihapitiya redirected heavy AI workloads from OpenAI to Kimi K-II
“We are a top 20 consumer of Bedrock. So Let me tell you what it looks like on the ground. We redirected a ton of our workloads to Kimi K-II on Grok. Because it was really way more performant and frankly, just a ton cheaper than OpenAI and Anthropic.”
Oct 6, 2025 negative
Oct 6, 2025 bearish
Oct 6, 2025 bearish
Oct 8, 2025 positive
YouTube is developing facial likeness detection for AI-generated creator content
“We are working on this notion of, I call it sort of Likeness detection, where if it's a Chamath face the algorithm should be good enough to actually detect that and then give you a choice as to whether that should come down.”
Oct 10, 2025 neutral
Chamath: Crime data in 3-4 months will validate state troop deployments
“I think what will be interesting is in three or four months from now, when we see the incremental crime stats data and whether we see Wes wrap that up in a big bow and say, look what I did. And I think if you do see that, then I think what you will have seen i…”
Oct 10, 2025
Oct 10, 2025 bullish
Palihapitiya: Everything will become a tokenized market with long/short trading
“Everything is becoming a market, and you're going to see this convergence where eventually you'll have sports that look like markets, you'll have knowledge that becomes a market, and then you'll ultimately have equities and debt instruments also behave this wa…”
Oct 16, 2025 bullish
Oct 16, 2025 negative
Chamath: Private equity firms refuse to buy his successful software startup
“The least success I've had At the software company I started has been selling into private equity. It's like I have fortune, 500 and fortune, 1000 customers lining out the door. I couldn't sell to one single private equity company.”
Oct 16, 2025 positive
Oct 16, 2025 negative
Chamath: Crypto and private credit contort around outdated 1940 Act
“The entire crypto economy contorts itself around the 40 act. All these BDCs contort itself, private credit contorts itself. And why? Well, right now we don't have the regulatory will to just go and have a wholesale rip and replace of what is really old legisla…”
Oct 18, 2025 bearish
Oct 18, 2025
Oct 18, 2025 bearish
Oct 24, 2025 negative
Oct 30, 2025 positive
Oct 30, 2025 positive
Oct 30, 2025 negative
Chamath: Biden was inaccessible while Trump listens to broad feedback
“The reason why it was likely under Biden is because it was so difficult to actually talk to him, he wouldn't talk to anybody. The difference with Trump, just so it's clear, is that he'll talk to everybody, he'll make his own decision, but he gets the broad tap…”
Oct 30, 2025 negative
Nov 7, 2025 neutral
Nov 7, 2025 positive
Nov 14, 2025 negative
Palihapitiya claims offshore outsourcing firms systematically game H-1B visa lottery
“When the application window opens for what is a very small number of H-I-Bs, a company that has, you know, call it 300,000 employees abroad, Will apply on behalf of all 300,000, because they're all roughly the same kind of employee. Whoever gets it, gets to co…”
Nov 14, 2025 positive
Palihapitiya proposes making universities take first loss on student loan defaults
“If the universities are forced to underwrite these degrees and they know that they'll take the first dollar loss up to a certain amount, 2030, 40,000, they'll be much more circumspect about what degrees they force onto people and the amount of money that they'…”
Nov 17, 2025
Nov 17, 2025 positive
Nov 17, 2025
Nov 17, 2025
Early-stage CEOs must prevent drift by constantly reinforcing the mission
“What I found is that early on, especially when you're trying to do something extremely ambitious, like the eighty-ninety team is trying to do, the biggest problem is drift, meaning you just kind of drift away. Everybody just drifts away. They lose an understan…”
Nov 17, 2025 positive
Nov 17, 2025 positive
Nov 22, 2025 negative
Nov 22, 2025 bullish
Nov 22, 2025 negative
Nov 26, 2025 positive
Nov 29, 2025 positive
Nov 29, 2025 neutral
Dec 6, 2025 neutral
Dec 13, 2025 bullish
Chamath predicts superintelligent AI will reorder global geopolitics into three tiers
“So, let's say in a world in 10 years where you have these super intelligent computers and systems and models, okay? In my thinking, what that does is it reorders the geopolitics of all countries in the world where you're in one of three buckets. In bucket numb…”
Dec 13, 2025 neutral
Dec 13, 2025 bearish
Dec 13, 2025 bearish
Dec 13, 2025 neutral
Chamath claims overseas bot networks are boosting Nick Fuentes on social media
“There is a coordinated effort Of individual, largely unverified accounts in social media. They typically emanate from India, Pakistan, Malaysia, Indonesia, Nigeria. And there is a coordinated amplification process that is happening around this content.”
Dec 19, 2025 neutral
Dec 31, 2025 bullish
Chamath: Nvidia-Groq deal will drastically drive down AI infrastructure costs
“I just think it's going to create a huge acceleration in the ability for this entire infrastructure layer to get much cheaper and much more valuable, which I suspect then it'll have a lot more developer pull. You'll get a lot more applications being built, bil…”
Dec 31, 2025 positive
Dec 31, 2025 bearish
Dec 31, 2025 bearish
Chamath: Obamacare margin caps actively incentivize higher overall healthcare prices
“Obamacare had this one incredibly fatal flaw, which I still cannot understand how these folks did not understand this. They capped the gross margin. Some people at the extremely high level would say, well, that makes sense, except it doesn't, because then how …”
Jan 9, 2026
Jan 10, 2026
Jan 10, 2026 bullish
Jan 10, 2026
Jan 10, 2026 bearish
Jan 10, 2026 bullish
Jan 10, 2026 negative
Jan 10, 2026 bearish
Jan 10, 2026 bearish
Chamath: Hydrocarbons will perform poorly, oil more likely to hit $45 than $65
“I won't say the worst performing, but I think a very poor performing asset will be hydrocarbons. I just think that the trend in oil, Is inexorable and it's down. And the reason it's down is irrespective of your thoughts on climate change, the trends on electri…”
Jan 17, 2026 bearish
Chamath: The single biggest dollar short will be electric utilities
“I think the single biggest dollar short, it's not clear when, that one will be able to make, will be on these utilities, because if any version of what we just talked about happens, And all of a sudden, you have private homeowners that are their own utility, a…”
Jan 17, 2026
Feb 10, 2026 bearish
Feb 10, 2026
Feb 10, 2026 bullish
Feb 13, 2026 negative
Palihapitiya: Court ruling waives attorney-client privilege for cloud AI tools
“And then number two, I also tweeted this, there was this really interesting ruling around what happens inside these cloud environments, which was a judge saying there is no attorney client privilege and confirming that once you start to use those tools, all of…”
Feb 13, 2026 positive
Feb 13, 2026 bearish
Feb 28, 2026 bearish
Feb 28, 2026 bullish
Feb 28, 2026 negative
Feb 28, 2026 positive
Mar 11, 2026 positive
Palihapitiya predicts AI agents will generate real-time corporate financial dashboards
“You can have software that's so vibrant that it can just, Jason, release a stream and there'll be people that have, you know, developed agents and developed these AIs that will just process all of that and they will then Publish out a dashboard, and the whole …”
Mar 13, 2026 negative
Mar 13, 2026 negative
Mar 27, 2026 bearish
Chamath: Consumer brand value will go to zero in AI era
“If I had to bet, I'm going to bet that brands go to zero. Yeah, because I think that when you can make things that are as good or better, and you can make them in a cheaper, faster, better way, people want that abundance more than they want an affiliation to a…”
Mar 27, 2026 negative
Mar 27, 2026 bearish
Mar 27, 2026 bullish
Mar 27, 2026 bullish
Chamath: ChatGPT will become an essential utility consumers refuse to cancel
“And by the way, in the pandemic, remember what we saw, the two things that people refused to cancel, Was not your mortgage payment or any car payment. You were willing to go into arrears and into default. The two things that people would always keep was the ce…”
Apr 3, 2026 bearish
Chamath: Public markets will exhaust capital after initial tech IPOs
“I don't think we're going to have like these quote unquote blockbuster stream of IPOs. I think what happens is SpaceX is going to get out. They're going to do great. And then maybe the next one does good to great. Then the next one will do good. And then the a…”
Apr 3, 2026
Apr 3, 2026 negative
Chamath: Only the US President should have a chief of staff
“Roles like chief of staff, they just don't make sense. Like the chief of staff, Should be the second most powerful person in the world because they work for the president of the United States. Everybody else should not have a chief of staff, in my opinion, ok?”
Apr 3, 2026 bearish
Chamath: Software sector P/E multiples will contract as AI degrades tech moats
“The tech sector PE is going to shrink faster, in my opinion, than the non-tech PE. And the reason is because as these companies come out, the combination of SpaceX, OpenAI, and Anthropic, all three are baking An AI technology that first and foremost will go af…”
Apr 3, 2026 bullish
Apr 3, 2026 bullish
Apr 10, 2026 bullish
Apr 17, 2026 bearish
Chamath is currently risk-off and waiting for AI IPOs to de-lever
“I don't know, for me personally, I'm generally more risk off right now. And more importantly, I'm waiting for these IPOs so that I can, to be very honest with you, de-lever and get some chips off the table. I think that it is crucial that this SpaceX IPO get d…”
Apr 24, 2026 bearish
Palihapitiya: $420M credit line nearly ruined me during Credit Suisse collapse
“I've had a four hundred and twenty million dollar credit line. And I had a moment where it was reflexively kind of collapsing inward because the assets that I was using to secure it shrank in value in a moment of market disruption. I was scrambling. And then a…”
Apr 24, 2026 bearish
May 1, 2026 negative
May 8, 2026 bearish
Chamath predicts most protested 2026 data center power capacity will be canceled
“You have about nine gigawatts that are supposed to come online this year. Almost 50% of it now is being protested. More than likely, if history holds, most of that will get turned off, so they will get even more supply constraint.”
May 15, 2026 bearish
Chamath: Local AI models will fail without cross-device persistence
“I'm not a huge believer in these local models. And the only reason why is I think you want persistence. You have multiple devices, you have multiple persona. You're using a web browser in one instance. You're using a different computer at home in the other. An…”
May 15, 2026 neutral
May 15, 2026 bearish
May 15, 2026 bullish
May 15, 2026 bullish
May 22, 2026 bullish
May 22, 2026 bullish
May 22, 2026 neutral
May 22, 2026 bullish
May 22, 2026 bearish
May 22, 2026 bullish
May 22, 2026
May 29, 2026 negative
May 29, 2026
May 29, 2026 bullish
May 29, 2026
Jun 13, 2026
Jun 13, 2026 negative
Jun 13, 2026 negative
Jun 13, 2026 negative
Jun 13, 2026 bearish
Chamath: Oil could reach $150 to $200 if China re-enters spot market
“If China somehow runs out of reserves, and they need to go back into the spot market to buy an extra three million barrels a day, there's a very big risk that oil Gets into the well past the hundred and maybe between a 152 hundred a barrel.”
Jul 11, 2026 neutral
Jul 11, 2026 bullish
Jul 11, 2026 negative
Jul 11, 2026
Jul 18, 2026 bearish
Palihapitiya: AI token spend will cause public companies to miss earnings
“Eventually a bunch of these public market CFOs are going to show up to Wall Street and they will have missed earnings because they're up at some point if things are 21 xing every few months, somebody's going to miss a quarter.”
Jul 18, 2026 bullish
Jul 24, 2026 bearish
Chamath: AI foundation model pricing power evaporated faster than any tech sector
“I've never seen it in my 25 years in Silicon Valley where a sector of the economy can absorb hundreds and hundreds of billions of dollars And then you think that there's going to be economic pricing power many decades into the future, and it effectively evapor…”
Jul 24, 2026 bearish
Jul 24, 2026 positive
Aug 21, 2026 bearish
Aug 29, 2026 bearish
Sep 12, 2026 neutral
Palihapitiya: CNBC remarks on Slack nearly halted company's IPO
“In a separate example, when Slack was going public, I was on the board, and I was on TV with CNBC. And we were talking about Tesla and SpaceX. And I made a couple of comments about Slack positive, but not saying anything that was crazy. It was just about the n…”