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Chamath Palihapitiya

The All-In Podcast
@chamath
Social Capital 8090 God is in the details.
In the Arena
chamath.substack.com
Joined April 2007
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  • Pinned
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    Chamath Palihapitiya
    The All-In Podcast
    @chamath
    Aug 1
    Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers
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    Chamath Palihapitiya
    The All-In Podcast
    @chamath
    12h
    Tesla is going all in on nuclear. Actually it’s going all in on solar but they are the same thing - the sun is a nuclear reactor, just farther away.
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    Chamath Palihapitiya
    The All-In Podcast
    @chamath
    21h
    Were the polls actually completely off or did a bunch of mainstream media decide to lie and try to push Wisconsin towards socialism? Seems like it failed regardless.
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    OSZ
    @OpenSourceZone
    Aug 12
    Last 5 Wisconsin Governor Democratic Primary Polls State Navigate: 🔵 Hong +22 Public Policy Polling: 🔵 Hong +18 Marquette University: 🔵 Hong +25 State Navigate: 🔵 Hong +29 Public Policy Polling: 🔵 Hong +20 Results (88% Reporting): 🟡Crowley +0.5
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