Chamath Palihapitiya

“California will be bankrupt by 2030. If you're expecting a state pension, it is at risk.”

“I found the economist at UC Berkeley and I said, would you share your model with me or at least tell me about it? I'm like, was it more than one year? And he goes, no, it's just one year. I'm like, did you do any behavioral analysis to see how people would respond to the changes? No.”

“All this talk about taking white collar jobs is ridiculous... Dario and everybody's saying 50% of white collar people are going to lose their jobs. Here we are two years later, they said within two years and employment's still growing.”

“I invested in the company matter.com and they're launching satellites just to take... And they do spectrography where they use the satellites to take videos of everything underneath them and use a spectrography... in order to be able to convert it into a world model that will provide algorithms that other world models can use.”

“I've got AMI, which is Jan LeCun's world model. Yeah. We haven't even talked about world models versus LLM and Transformers, right? Because everything we do is built on text and pictures.”

“I've got Synthesia.io. I was the first investor in. Nice. 10 years ago, maybe, that are just killing it, right?”

“I invested in a company called Open Evidence. Which is just for medical, right? And I used it... I was taking them at the same time and couldn't understand why I was having problems. I've run it through Open Evidence... And they're like, no, you got to do this.”

“We're all about forward deployed engineers at Palantir and they're doing the same thing. You have Alex Karp from Palantir freaking out saying, how can you give your alpha to these companies? When in my opinion, he's just saying they're doing what we're doing.”

“I'm an investor in Lovable and... Anton was saying that they, people are using Lovable to create 770,000 applications a week. A week. And only 30% of their business is in the US and only 20% is engineers.”

“There should be a lot more companies going public, not at the SpaceX level, not OpenAI, not Anthropic, but the hundred million dollar IPO. Because if AI does what AI knows, we all know what it'll do in terms of disruption, then you want to have some sort of currency that allows you to buy all those companies.”

“You have Microsoft hiring 6,000 people, right? You have Anthropic, OpenAI, all saying they're going to deploy to these companies, which tells you AI is hard. If AI, we're talking about AGI and we're talking about taking over the world. If you need to have forward deployed engineers, that tells you all you need to know about AI.”

“Stripe Wants PayPal... Who better than Stripe? And maybe Jack Dorsey plays a role here... I think it's a shot across the bow for Visa and MasterCard.”

“Another company that did it is a company called Span that partnered with NVIDIA.”

“There's a very large solar company called Sunrun. They just announced this week that they're making distributed data center blocks that you can put in your house.”

“There are new solutions like Bloom Energy, which allows you to have huge installations and still fall under the personal use clean air permit.”

“You need an independent third party layer to interface to these models to manage this exposure, because there are trap doors everywhere.”

“Prior to Russia Today existing in the U.S., there was no anti-GMO sentiment... and you can actually see this on the Google Trend data... you can trace it back to the same people that in a different era were protesting fracking.”

“Unless you get control of this and you can directly say how much money you're making, this is a bridge to nowhere. It is a money burning furnace.”

“"AI is driving down the cost of expert judgment much like the internet drove down the cost of accessing information."”

“Palihapitiya stepping in as CEO [of Software Factory after raising $135M Series A]”

“8090 Labs (AI software factory) raised $135M in Series A led by Salesforce Ventures.”

“"I suspect if you just trend it, that 35 things now goes to 300 things over the next thousand years. There's going to be more ways in which we allocate time."  Chamath Palihapitiya”

“My incentives were totally and fundamentally misaligned because I could do a deal and still get paid.”

“The market scale is real: "There currently are 251 pre-deal SPACs with nearly $47 billion in available capital, plus another 110 live deSPAC deals... Other 73 SPACs are waiting to price IPOs."”

“Argus is like a third party safety rating... it's really like a pay for play, right? Like you basically pay them money and then they give you a certification, especially at their like gold rating... I think I saw Chamath Palihapitiya posted that he only flies on planes with Argus Platinum.”

“We had the CEO of Nikesh of Palo Alto Networks who said, hey, Mythos was the real deal and that they used it to seal up some vulnerabilities inside their shop.”

“He announced the American AI Cyber Wealth Fund Act... a one-time 50% tax on stock, not profits of the largest AI companies, including OpenAI, Anthropic, and XAI.”

“Brenda Lee Brown Armstrong, she pled guilty in 2026, paying...”

“All he had to do was just hold his Facebook stock from when he was an employee, he would have done better than everything he's done since then.”

“Maybe one of the best things that can happen is Shapiro continues to do well in Pennsylvania. Irrespective of which party you align with, a prominent Jew winning in Pennsylvania, running that state, is a very good sign actually for the rest of the country.”

“We're going to bring both to North America and I understand South America from a friend of mine who's got an automated mining system, Adams, Travis. We're going to be able to just create a large number of jobs here.”

“Participants: Bill Maris, Chamath Palihapitiya, David Friedberg, David Sacks, Jason Calacanis, Sacks”

“There's a very rare kind of personality profile of someone that's willing to take risk and take ownership of something that wasn't theirs in the first place and they make it theirs. And it's an extraordinarily unique trait. Far more unique actually than being a scalable founder.”

“It's a neobank that has a completely next generation stack... they're doing really well in Europe. They're coming to the United States. The founder seems to be just an absolute star. Tens of millions of customers. 14 lines of business. They're like a billion dollars in revenue.”

“Getting public sooner, having the scrutiny of public markets, having the scrutiny of having to deliver sharpens the focus... Iron sharpens iron.”

“It seems like we're talking about K-shape and power law in every aspect of life. And it seems like that's the case in startups as well.”

“Participants: Bill Ackman, Chamath Palihapitiya, David Friedberg, David Sacks, Jason Calacanis”

“The fanciest title in Silicon Valley these days is a forward deployed engineer, which is basically like an IT consultant who can close the gap between the promise of AI and the ROI of it.”

“you can probably extrapolate that to Anthropic and other folks, Gemini”

“You framed a very simple economic trade-off, which was gigawatts to cash. And I think you said, one gigawatt is roughly equivalent to about $10 billion a year of revenue to OpenAI. But it's not just you, because you can probably extrapolate that to Anthropic and other folks, Gemini.”

“"So paradoxical, Bill, that our adversary, the Chinese, of all people, the Communist Party, is leading the open source movement. And the United States is centralizing." - Chamath Palihapitiya”

“This idea of recursive self-learning puts these models on a combination of overdrive and autopilot. And if you put those two things together, I think that you start to, you could potentially live out this idea that there's an order of magnitude improvement on a yearly basis.”

“I thought the Matthew Prince note was horrible... This was like from the PR school of retards... You could not have written a worse memo. It's like you reduce humans to a label called the measurer.”

“She has done this incredible job with the Las Vegas Police Department. It is one of the most impressive things I've ever seen... If you gave the Las Vegas Police Department 30, $40 million a year, it would be the safest city in America.”

“The framing of the Trump-Xi summit shifted meaningfully in this discussion — away from military posturing and toward structured economic entanglement as the primary peace mechanism.”

“ASML mentioned as having a moat in semiconductor manufacturing equipment; Neuralink robotics could potentially challenge this moat if applied to chip fabrication.”

“man, he and Dario should do a deal tomorrow.”

“Everything in this market is power constrained. The reason that these folks may miss a number or a forecast have nothing to do with demand. It is entirely 100% due to the supply of the power necessary to generate the output token.”

“We had Ted Cruz come to play in the poker game... And Ted Cruz clerked for William Rehnquist. And if you want to have an incredible dinner, ask him about the Supreme Court and Bill Rehnquist. He's a real student of the Supreme Court.”

“I think the cursor deal was the appetizer. But if I were Elon now, I'd be running all over this market because if the models catch up in quality, I think he could also do something really crazy with Anthropic or OpenAI right now.”