global supply

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 10, 2026 by Chamath Palihapitiya · across every show →

Everything said about global supply, oldest first

Jan 10, 2026 bullish
Prediction Didn’t hold up
Chamath: Global copper supply will be short 70% by 2040
“And right now, Jason, we are on a path by 2040 where we will be short about 70% of the global supply at current course and speed.”
Chamath Palihapitiya Jan 10, 2026 ▶ 35:17 All-In's 2026 Predictions
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