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Chamath Palihapitiya

πŸ‘€ Speaker
See mentions of this person in podcasts
31314 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

Did you see that this week, Sax?

1179.623 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

The servers were going down.

1180.845 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

People in my office were complaining, we can't get on Claude.

1182.427 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 this is an incredible opportunity, you know, for the CrowdStrikes and Palo Alto networks of the world, both of which have been on the program.

1280.982 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

They come out and they start attacking this space.

1288.694 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

Man, you could really...

1291.459 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

see everything get tightened up.

1293.702 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 this could be an incredible revenue stream for everybody who's got, whether it's cursor, Claude or opening eye or Gemini, this is an amazing opportunity to tighten up as much as it is to get attacked.

1297.171 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, and Chamath, if you were to look at this to build on Sax's point, there are about 5 million or so security experts in the world.

1407.592 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 token cost, 40 hours of tokens, just pounding it a week.

1416.023 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 could create another 5 million for $100 per chief security officer per week.

1421.79 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

Security experts.

1428.719 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

So it's the volume of security expert agents sacks, to your point.

1429.621 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 could have 50 million of them, 100 million of them.

1433.29 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

They're not finding something you need.

1437.319 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

They never sleep.

1440.386 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

They're relentless in their pursuit of these problems.

1441.649 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 a really great point.

1444.235 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

Chamath, you wanted to get in on this.

1502.659 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

Let's get Chamath in.

1503.861 View full episode β†’