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Chamath Palihapitiya

πŸ‘€ Speaker
See mentions of this person in podcasts
30518 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

And what that caused was a lot of aggressive companies to do massive amounts of spending, a lot of retail investors to embrace these stocks like we're seeing with people trying to get into these private companies.

2778.2 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

And Sax, look at the 2000 peak of Cisco.

2790.07 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

This is the most extraordinary chart ever.

2793.113 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

It took them 25 years to get back to that peak.

2795.596 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

And they had a lost two decades.

2799.642 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

And we had a massive amount of fiber that wound up getting bought.

2802.946 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

We talked about that a couple years ago on the program.

2805.509 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

But there's something for you to build off of here when you look at this massive infrastructure.

2808.053 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

You think it's going to be Cisco Systems all over again, WorldCom, etc.

2812.118 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

?

2815.322 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Yeah, despite what Jack had blocked said.

2978.451 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Yeah, you're still going to need- 6,000 direct reports is a great like-

2980.835 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

goal, but it's not realistic.

2984.594 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

It's almost like there was some architect or czar who set up the chessboard in the first year of this to make sure that it was ultra competitive.

3089.168 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

With some good advice, I think, maybe.

3100.151 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Freeberg, your thoughts?

3102.955 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Always good to have good advisors.

3105.278 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Absolutely.

3106.48 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Absolutely.

3107.241 View full episode β†’
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Literally, there are people who, if we were looking at this, you know, I don't know, a hundred years ago, it'd be like people were like, yeah, you know what?

3110.826 View full episode β†’