Chamath Palihapitiya
Canadian-American venture capitalistWikipedia
391
MENTIONS
190
EPISODES
146
PODCASTS
Search complete. 391 mentions across 190 episodes found for "Chamath Palihapitiya".
Oct 29, 2026
Patrick BoyleHOST
People who were bored at home during the pandemic, stuck on social media with no sports to watch or events to attend, got caught up in the drama.
Patrick BoyleHOST
Online celebrities like Dave Portnoy, Chamath and Elon Musk cheered on the retail investors.
Patrick BoyleHOST
Matt Levine wrote about the boredom markets hypothesis, the idea that stocks were driven not by rational calculations about their expected future cash flows, but by the fact that people were bored at home due to the pandemic and had nothing better to do than trade stocks with their buddies on Reddit.
Patrick BoyleHOST
In the aftermath of the retail-driven short squeezes, many large hedge funds had to reassess the wisdom of short-selling stocks once they recognized that the risks of that strategy had drastically changed.
D.A. WallachGUEST
Okay.
D.A. WallachGUEST
It's, it's impossible for Chamath to listen to Dario and not see regulatory capture, venality, scam artistry.
D.A. WallachGUEST
Okay.
D.A. WallachGUEST
But Chamath and Dario
Dave McClureGUEST
couldn't be further opposed on the spectrum.
D.A. WallachGUEST
My read.
12 MINS LATER
Dave McClureGUEST
Elon's payback is less than 12 months.
Dave McClureGUEST
He thinks he can get to six months.
MattHOST
I'm going to add that into the mix because here's the thing.
MattHOST
Chamath Palihapitiya has poo-pooed on Bitcoin last week, said that it's going to get hacked because AI and it's going to zero, which Chamath has always been very bullish on Bitcoin.
MattHOST
So now it makes me wonder two things.
MattHOST
Number one, does Palihapitiya actually understand what's going on in a more in-depth way than maybe he's letting on or we think that he is? And he's predicting something that could come true either short-term or long-term.
ThreadguyHOST
The tech guys say it.
ThreadguyHOST
Chamath and them are talking about retard maxing.
ThreadguyHOST
They say whatever they want.
ThreadguyHOST
And on the other side,
Peter DiamandisHOST
The trigger for the sell-off was Corweave's $51 billion in debt and their obligation against default.
Peter DiamandisHOST
On Sunday, friend of the pod Chamath posted, quote, "...there will be a lot of partially stranded compute and compute sitting in inventory in 2027." Bought and paid for, quote, "...but effectively under-earning or collecting dust." He added, quote, 2027 will be a turbulent year because it will clear out a bunch of bad bets.
Peter DiamandisHOST
Elon responded.
Peter DiamandisHOST
He said debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers.
11 MINS LATER
Peter DiamandisHOST
So, when Elon predicted, quote, guppy-level death, he also is describing a market where the big fish get bigger.
Peter DiamandisHOST
Anthropic, for example, just agreed to buy $120.5 billion of compute from SpaceX through 2029.
Peter DiamandisHOST
As Chamath said, in a capital crunch, the winners are the players with cash flow and speed.
Peter DiamandisHOST
Alex, your thoughts.
Michael NadeauHOST
And like, I honestly, when I see stuff like this, it's, I kind of like seeing this, right? It's like you want to have these contrarian takes, these opposite views in the market.
Michael NadeauHOST
I think Chamath came out and had some comments on All In Pod as well, sharing a similar sentiment to kind of just what you went through there.
Michael NadeauHOST
And you know, it's just important to understand everyone's incentives.
Michael NadeauHOST
And, you know, I'm assuming that these guys have lots of bets that have been placed in the AI space.
Chris FisherHOST
Well, we have a perfect example.
Chris FisherHOST
Chamath.
Chris FisherHOST
Chamath Palitapia or whatever.
Chris FisherHOST
He was an early backer in Grok.
Chris FisherHOST
Of course, he got his first money from Facebook, but he was an early backer in Grok with a Q, the inference company.
Chris FisherHOST
And Forbes estimate that when they sold to Nvidia, his office made somewhere around $1.2 billion.
Chris FisherHOST
Of course, Chamath has not won every trade.
Chris FisherHOST
He holds approximately, he did hold approximately 2,739 Bitcoin in 2014.
Charlie SpearsHOST
I mean, this went gigaviral.
Charlie SpearsHOST
It was in response, obviously, to Chamath, so obviously two of the heavy hitters, two of the talking heads for the AI movement.
Charlie SpearsHOST
Iron Chart will, look at this, down on the day.
Charlie SpearsHOST
It looks like it started the morning at, what, like 28, down to 27.
33 MINS LATER
Charlie SpearsHOST
Yeah, here's the tweet from Elon.
Charlie SpearsHOST
I mean, this went gigaviral.
Charlie SpearsHOST
It was in response, obviously, to Chamath.
Charlie SpearsHOST
So, obviously, two of the heavy hitters, two of the talking heads for the AI movement.
Hamid ShojaeeHOST
Despite the fact that there have been open source models that were was declared their death by lots of people in the industry.
Hamid ShojaeeHOST
Like I remember Chamath in February, March, talking about how basically Anthropic was the fastest growing company that's basically dead now.
Hamid ShojaeeHOST
Right.
Hamid ShojaeeHOST
Like he declared that in like February, March timeframe.
Tyler ShervenHOST
Looking good.
Tyler ShervenHOST
Up almost 1% today, despite the tweet or the ax, whatever you call it these days, that Elon Musk sent out, that Chamath also chimed in as well.
Tyler ShervenHOST
So happy to see that there.
Tyler ShervenHOST
And then, hey, when I look at the NASDAQ 100, I'm sure we're looking good there as well.
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