StarZero All shows Try the podcast clipper →

Social Capital

includes Social Capital III, Social Capital SPACs

29 statements across 24 episodes · 9 bullish · 4 bearish · 1 people on the record · first statement Mar 15, 2020 by Chamath Palihapitiya · said 33 times in 24 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Chamath Palihapitiya (18), Jason Calacanis (13), Brad Gerstner (1)

tap a year for its mentions
0085151020202021202220232024episodesmentions
051020202021202220232024episodes it came up in
001521020202021202220232024episodesmentions per episode
2024 5 mentions in 5 episodes 1 per episode
2023 5 mentions in 3 episodes 2 per episode
2022 6 mentions in 4 episodes 2 per episode
2021 12 mentions in 9 episodes 1 per episode
2020 5 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Social Capital, oldest first

Mar 15, 2020
Disclosure
Chamath: Social Capital added $1.7B to its balance sheet in 2019
“I generated one, I put 1.7 billion on the balance sheet last year.”
Chamath Palihapitiya Mar 15, 2020 ▶ 1:19:44 E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
May 21, 2020
Disclosure
Chamath: Social Capital made only one credit deal in three months
“I have not done any investments, and I just did my first. So it's been three months, and I did, and it was a credit deal, so it's not even equity.”
Chamath Palihapitiya May 21, 2020 ▶ 50:48 E3: Modern Cold War, politicizing the pandemic & more with David Sacks & David Friedberg
Sep 19, 2020 bullish
Disclosure
Palihapitiya: Social Capital files SEC paperwork for SPACs D, E, and F
“No, yeah, they're filed with the SEC now.”
Chamath Palihapitiya Sep 19, 2020 ▶ 1:23:12 E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021
Sep 30, 2020 bullish
Prediction Not checkable as stated
Chamath: Social Capital and 1–2 others will dominate SPAC market
“My personal perspective, it's probably us and maybe one or two other people who really dominate the space.”
Chamath Palihapitiya Sep 30, 2020 ▶ 6:01 SPAC talk with Chamath Palihapitiya, David Friedberg, David Sacks & Jason Calacanis | from Episode 7
Apr 23, 2021
Disclosure
Chamath says his GP commitment was 25% versus the typical 1-2%
“Well, the problem is venture funds are one to two percent. I was 25%.”
Chamath Palihapitiya Apr 23, 2021 ▶ 1:18:06 E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more
Apr 23, 2021
Disclosure
Chamath reveals Social Capital invested $275M into the SoFi PIPE
“So for example, like, you know you know, in, in so far, I think we put in two hundred and seventy-five million dollars.”
Chamath Palihapitiya Apr 23, 2021 ▶ 1:16:53 E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more
Aug 6, 2021 positive
Assertion Supported
Palihapitiya: Annual venture capital inflows grew from $25B-$30B in 2011 to $120B in 2021
“When I started social capital, there was probably 25 to thirty billion dollars a year flowing into venture just in 2011. Fast forward a decade, we have like a hundred and twenty billion dollars a year going into tech and it's going up like crazy.”
Chamath Palihapitiya Aug 6, 2021 ▶ 17:32 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Aug 6, 2021
Disclosure
Chamath writes early-stage checks up to $5M regardless of reasonableness
“In the early stage see a I rip I rip in 50 K to five million dollar checks all the time. I could care less if it sounds reasonable. I take a punt at it, right?”
Chamath Palihapitiya Aug 6, 2021 ▶ 56:04 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Oct 9, 2021 neutral
Disclosure
Chamath: Crypto startups raise seed at $30M valuations with $200k-$400k checks
“When we see these projects, all these companies tend to raise, you know, three, four, five million bucks. It all tends to be at like, thirty million pre, and it all tends to be distributed. So like, you know, it's us, Andreessen, Sequoia, and it's like, you kn…”
Chamath Palihapitiya Oct 9, 2021 ▶ 23:27 E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
Oct 23, 2021 neutral
Disclosure
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.”
Chamath Palihapitiya Oct 23, 2021 ▶ 38:44 E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
Oct 23, 2021 neutral
Disclosure
Chamath: Social Capital marked up a single crypto position by $1B in one quarter
“We own something, which I'm not going to tell you what it is, but it's a crypto thing. And our nav, I had to mark my book up a billion net asset value on that asset. I had to mark it up because, you know, we have to submit to our auditors and just keep an accu…”
Chamath Palihapitiya Oct 23, 2021 ▶ 36:44 E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
Jan 29, 2022 neutral
Disclosure
Chamath: Social Capital's private portfolio recorded $1B in paper gains in 2021
“But my private book was up a billion dollars. And I told the team, I'm like no, this is not real.”
Chamath Palihapitiya Jan 29, 2022 ▶ 8:34 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
Mar 19, 2022 bullish
Assertion Not checkable as stated
Chamath Palihapitiya's non-SaaS portfolio company accidentally booked $40 million in ACV
“One of our businesses, which is not in SAS has started to sell SAS software. And we've already booked. Forty million dollars of fucking ACV by complete accident from zero.”
Chamath Palihapitiya Mar 19, 2022 ▶ 2:25 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 26, 2022 positive
Disclosure
Chamath: Social Capital does at most one deal per partner per year
“We have a permanent capital balance sheet, you know, we do, you know, at most one deal a year per partner”
Chamath Palihapitiya Mar 26, 2022 ▶ 39:24 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Apr 30, 2022 positive
Disclosure
Palihapitiya: Social Capital returned $2.5B over 11 years managing outside capital
“I think I passed two X across my funds when I was managing outside capital. And I think, my gosh, it took me 11 years. To return two X the money. And that means I've returned two and a half billion dollars.”
Chamath Palihapitiya Apr 30, 2022 ▶ 10:51 E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
Jun 7, 2022
Disclosure
Palihapitiya: Social Capital spent $125k overhead to invest $50k in Indonesian fishery
“We did this fishery in Indonesia. It cost us a 125,000 to give them 50,000. We still did it. Cause I just wanted to prove the point. They ended up tripling our money.”
Chamath Palihapitiya Jun 7, 2022 ▶ 1:31:19 #AIS: Bestie AMA with Valor's Antonio Gracias
Nov 5, 2022 bullish
Disclosure
Chamath: Social Capital is orienting around zero marginal cost energy and compute
“The two big investable themes that I'm orienting my organization around is this. One is that the marginal cost of energy goes to zero. And the second is that the marginal cost of compute goes to zero.”
Chamath Palihapitiya Nov 5, 2022 ▶ 1:25:51 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
Nov 12, 2022 bearish
Disclosure
Chamath: Social Capital instructs portfolio startups to maintain cash through Q1 2025
“I've been telling all of our startups that you need to plan to have money through the first quarter of 2025.”
Chamath Palihapitiya Nov 12, 2022 ▶ 1:12:27 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Nov 19, 2022 negative
Disclosure
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…”
Chamath Palihapitiya Nov 19, 2022 ▶ 1:38:02 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
Dec 24, 2022
Disclosure
Chamath is guiding portfolio CEOs to breakeven or Q1 2025 runway
“I have been guiding our portfolio company CEOs to be at cash flow break even now or extend runway to Q one, 20, 25.”
Chamath Palihapitiya Dec 24, 2022 ▶ 1:44:27 E109: 2022 Bestie Awards Live from Twitter HQ
Feb 4, 2023 neutral
Disclosure
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.”
Chamath Palihapitiya Feb 4, 2023 ▶ 48:23 E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
Feb 4, 2023
Disclosure
Chamath: Distressed startups avoided his repricing attempts by raising convertible notes
“I looked at seven at the end of last year, and I tried to reprice three of them, and every single one was able to get a convert done away from us.”
Chamath Palihapitiya Feb 4, 2023 ▶ 57:24 E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
Feb 4, 2023
Insight
Chamath: Tech shifts combined with economic austerity generate the highest venture returns
“Whenever you see huge tectonic shifts in technology combined with periods of austerity, that's when the gargantuan dollars are made.”
Chamath Palihapitiya Feb 4, 2023 ▶ 20:31 E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
Apr 14, 2023 bearish
Insight
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.”
Chamath Palihapitiya Apr 14, 2023 ▶ 12:20 E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
Apr 21, 2023
Disclosure
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'…”
Chamath Palihapitiya Apr 21, 2023 ▶ 1:07:19 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
May 26, 2023 negative
Disclosure
Palihapitiya admits two or three of his portfolio companies are severely struggling
“I called Freeberg last week and I was telling him a story about two or three of my businesses, just all just pounding, eating dirt.”
Chamath Palihapitiya May 26, 2023 ▶ 1:22:55 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
Jul 27, 2023
Disclosure
Chamath: Social Capital achieved a 31% to 32% gross IRR prior to 2022
“I started the business in 2011, so now this is the 12th or 13th year. Just how hard this game is. I had about a 31 32% gross IRR going into last year.”
Chamath Palihapitiya Jul 27, 2023 ▶ 31:04 E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
Jun 25, 2024 positive
Disclosure
Chamath: Q1 2024 was Social Capital's first non-drawdown quarter since 2022
“This was the first quarter where in, since November, since Q one of 22, where I have not had a meaningful drawdown in my portfolio.”
Chamath Palihapitiya Jun 25, 2024 ▶ 40:11 500K Subscriber Livestream! | All-In Podcast
Nov 22, 2025 bullish
Disclosure
Chamath states his $500 million venture fund returned over 5x
“It was on five hundred million, so it was like. It's actually more than a five X.”
Chamath Palihapitiya Nov 22, 2025 ▶ 42:43 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more