capital allocation
4 statements across 4 episodes · 0 bullish · 1 bearish · 4 people on the record · first statement Oct 13, 2020 by Chamath Palihapitiya · across every show →
Everything said about capital allocation, oldest first
Oct 13, 2020
Chamath: Running a $10B+ company is entirely about capital allocation
“This is where I think at, like, I can't be a CEO of a million dollar or a hundred, ten million dollar, a hundred, or even billion dollar company, because That's about functional competence. But when a company becomes ten billion dollar plus, it's all about cap…”
May 18, 2021
Greenblatt: Past capital allocation predicts future performance better than executive stories
“And the best rule of thumb that I learned was if this management team was good at allocating capital, before I walked in the door, the assumption that they would continue to be good was a really good assumption. And if they were really bad at it, no matter wha…”
Jan 23, 2024 negative
Gaynor: Zero Interest Rates Removed Opportunity Cost and Subsidized Bad Ideas
“And the idea of
Of zero percent interest rates or low interest rates.
That meant there was no such thing as a bad idea.
And any possible idea that you had, had no pushback on it from needing to service the debt.
So the capital allocation decisions
That we have…”
Apr 14, 2026
Harik: CEOs have three primary value levers: team, capital, and time allocation
“As a CEO, you have only a few levers of how you can create a lot of value over time. I personally believe number one is who you surround yourself with, who's on the team, how does the team work with you together. Number two is capital allocation, where you hav…”