Chamath Palihapitiya
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Appearances Over Time
Podcast Appearances
I got some bricks.
Oh, I got some bricks right here.
Let's go.
Yum, yum.
That way sacks can come.
Zach's is like, I'm never setting foot in California, but I will.
You know, we're doing a couple of live events.
Liquidity.
And then there's the all-in summit happens in September.
All right.
Big tech smashed their earnings on Thursday.
Google, Microsoft, Amazon, and Meta all reported.
I don't know why they do this on the same night, folks, but they do.
And performance was spectacular.
It was great.
However, the CapEx announcements were really the story here.
Let me just cue this up and show the chart.
$725 billion in CapEx guidance in 2026 from but four companies, Amazon, Microsoft, Google, and Meta.
Amazon leading the pack with 200 billion, 190 billion each for Microsoft and Google, 145 billion for Meta.
You add Grok, you add OpenAI and some other players to these plans, and we haven't heard from the new Apple CEO yet, but he's going to be taking over and he's going to have some plans here, I'm sure.