tech sector P/E multiples
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 3, 2026 by Chamath Palihapitiya · across every show →
Everything said about tech sector P/E multiples, oldest first
Apr 3, 2026 bearish
Chamath: Software sector P/E multiples will contract as AI degrades tech moats
“The tech sector PE is going to shrink faster, in my opinion, than the non-tech PE. And the reason is because as these companies come out, the combination of SpaceX, OpenAI, and Anthropic, all three are baking An AI technology that first and foremost will go af…”