large US companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 3, 2026 by Chamath Palihapitiya · across every show →

Everything said about large US companies, oldest first

Jul 3, 2026 negative
Assertion Supported
Chamath: Half of large US companies do not exceed cost of capital
“The cost of capital has now, with long-term rates, Moved back to what its long run average is, which is around eight to 11%. What that means is like, that is the actual cost that you would borrow money at effectively. The problem is that half of large US compa…”
Chamath Palihapitiya Jul 3, 2026 ▶ 11:06 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
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