Chamath Palihapitiya
6 saves·entity·peaked week of May 18, 2020
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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 …
@chamath·Aug 1, 2026↗
Deep Dive: Prediction Markets Before the 2024 election, prediction markets were primarily a niche curiosity with weekly trading volumes hovering around $50 million. Today, prediction markets have o…
@chamath·Mar 19, 2026↗
Taken Sep 1, 2016 when @JonathanRoss321 convinced me we could take on the giants, build new silicon and that AI was coming. In typical SV fashion, we didn’t even have a company yet - just a term shee…
@chamath·Dec 24, 2025↗
Why is it that the companies with the highest gross margins and zero marginal costs are also, as a group, consistently unprofitable? It just seems odd to me. Over the past few years, one hypothesi…
@chamath·Jul 17, 2023↗
What's an interesting cash flowing public company that could be supercharged if I could get a hold of it and help revamp its technology and go to market?
@chamath·Nov 20, 2020↗
This pandemic will hopefully mark the end of the perversion of higher education. Since the 1980s, kids and parents have been forced to play a series of stupid finite games - grades, extra curricula…
@chamath·May 19, 2020↗