consumers

also referred to as: consumer

8 statements across 7 episodes · 3 bullish · 4 bearish · 5 people on the record · first statement Sep 19, 2020 by Chamath Palihapitiya · across every show →

Everything said about consumers, oldest first

Sep 19, 2020 bullish
Prediction Not checkable as stated
Chamath: Consumers will pay huge sums for anonymity and privacy assurances
“I think that there is an enormous amount of money that consumers will pay for the assurance of anonymity and privacy.”
Chamath Palihapitiya Sep 19, 2020 ▶ 20:13 E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021
Jun 18, 2021 positive
Opinion
Chamath: Breaking up Big Tech is unanimously good for startups and consumers
“Unanimously good for startups in any scenario in which they get involved. And I think in most cases in which the government gets involved, it's good for consumers as well.”
Chamath Palihapitiya Jun 18, 2021 ▶ 22:05 E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
Jun 18, 2021 negative
Opinion
Friedberg: Abandoning price-based antitrust metrics for subjective consumer predictions is dangerous
“And so it is a very dangerous and kind of slippery slope to end up in this world, where the judgment of some regulator about what's best for consumers long term, versus the cold hard facts. Oh, prices went up prices didn't, you know, but really saying, Well, t…”
David Friedberg Jun 18, 2021 ▶ 35:18 E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
Jan 22, 2022 bullish
Insight
Chamath: Consumer software has an unbounded TAM compared to enterprise software
“Consumers just have an unbounded TAM that enterprises do not.”
Chamath Palihapitiya Jan 22, 2022 ▶ 1:09:04 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Dec 29, 2023 negative
Insight
Chamath: Consumers want companies to focus on products, not social issues
“I think the statement from consumers is look, just sell a product, stay in your lane. Make a better and better product for us at lower and lower prices. And otherwise just let the politicians and the voters decide social issues.”
Chamath Palihapitiya Dec 29, 2023 ▶ 30:07 E159: The Bestie Awards! Recapping the best and worst of 2023
May 31, 2024 bearish
Opinion
Consumers are running out of money as YOLO economy ends
“Consumers, I think, are running out of money. The YOLO economy is finally, I think, at its end.”
Jason Calacanis May 31, 2024 ▶ 1:05:37 Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
Apr 11, 2025 negative
Prediction Held up
Summers: Overwhelming majority of tariff costs will be passed to consumers
“Increases in tariffs of this magnitude, the overwhelming part of them will be passed on to consumers.”
Larry Summers Apr 11, 2025 ▶ 7:55 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
Jun 2, 2026 neutral
Assertion Not checkable as stated
Friar: OpenAI API revenue per token is an order of magnitude higher than consumer
“If you look at the revenue per token right now, if I was optimizing only for today, I would give every token to the API. Order of magnitude more than to the consumer.”
Sarah Friar Jun 2, 2026 ▶ 31:07 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
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