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Chamath Palihapitiya
The All-In Podcast
@chamath
God is in the details.
In the Arena
Joined April 2007
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    Your margin is my opportunity: AI version… The biggest surprise of 2026 is that the capability gap between the best open-weight/source models and the best closed models has narrowed much faster than the pricing gap. The pricing gap remains enormous while the capability gap is
    Quite a week for open-source AI. Especially American open-source. Nemotron 3 Ultra is the most important release in quite some time. And some really cool RL and fine-tuning work from Harvey.
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    In moments of uncertainty, when courage and strength are required, you find out who the true corporatist scumbags are.
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    If you weren’t sure who the Deep State were, they all got pardoned today.
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    r/wallstreetbets is now the largest hedge fund in the world. Excepts it’s completely decentralized and entirely democratic.
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    Facebook and @RobinhoodApp are the same: They both trick you into thinking you are the customer. But, in fact, you are the product and your data is the asset. These assets are then sold to their true customers who pay them money and always at your expense. STOP BEING TRICKED!
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    Buffett once said: “It’s not about timing the market, it’s about time in market.” There should be a step down in capital gains tax for individuals as they hold stocks. 20% per year decrease in cap gains tax. 0% after a five year hold period. Incentivize long term behavior.
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    That was the most incredible thing I’ve ever seen. He got bitch slapped for a) having a poor hand b) for pushing the world to the brink of WW3 c) for not saying thank you for billions in aid d) for campaigning against the President and helping his opponent in the election
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    I remember when I met the @RobinhoodApp founders when they were raising their Seed, Series A and Series B. I passed. Why? Optimize for integrity whenever possible because integrity compounds and assholes will fuck you. #DeleteRobinhood
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    Some of us are lucky enough to inherit the following balance sheet from our parents: Contacts: 0 Money: 0 Power: 0 Resiliency: ♾ Desire: ♾ Drive: ♾ Grit: ♾ How lucky were WE?!?!
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    .@POTUS is right. Snowmelt from the Sierra Nevadas and rainfall sent almost 30 million cubic acres of water into the Sacramento River Delta over the past 15 months. Of this, only 23% was sent to productive use in farmland irrigation and homes. A staggering 77% was sent to
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    🚨🔥HOLY SMOKES: President Trump DESTROYS Democratic Rep. Brad Sherman: COMMON SENSE IS BACK! "Brad, we're the party of common sense. You're not, in all fairness. We like water to put out fires. It's really quite efficient."
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    All the money in 2008 was made by suits identifying a market dislocation and exploiting it. All the money in 2021 was made by retail identifying a market dislocation and exploiting it...until the suits intervened. 👀 What’s the difference with these two statements?
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    You are wrong. The five alarm fire will happen AFTER the WH reveals some of the waste, fraud and corruption this team uncovers. This will be Iran Contra on steroids. I’d buckle up.
    This is a five alarm fire. The people elected Donald Trump to be President - not Elon Musk. Having an unelected billionaire, with his own foreign debts and motives, raiding US classified information is a grave threat to national security. This should not be a partisan issue.
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    Connecting the dots: (1) You work your ass of, with no real wage growth over the past many years. (2) The government takes more and more of your money through taxation, telling you it all goes to a good cause and you will reap the benefits. (3) Nothing actually gets better so
    JUST IN: 🇺🇸 White House confirms USAID funded Politico with over $8,000,000 in US taxpayer dollars. "The DOGE team is working on canceling those payments now."
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    I cancelled my @nytimes and @washingtonpost subscriptions and just reallocated the money to subscribe and follow the following folks on @X whom I believe help me get accurate news. @cremieuxrecueil @AutismCapital @shellenberger @KanekoaTheGreat @TheChiefNerd I will