public equity markets

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 28, 2026 by Chamath Palihapitiya · across every show →

Everything said about public equity markets, oldest first

Feb 28, 2026 bearish

Insight

Chamath: Markets now question if software cash flows are durable at all

“We used to debate when. This is no longer a when moment. The market is very much in an if mode. Are these cash flows durable at all?”

Chamath Palihapitiya Feb 28, 2026 ▶ 5:36 Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

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public equity markets

Everything said about public equity markets, oldest first

Turn any episode into a week of clips.