Chamath PalihapitiyaVerified account

@chamath

CEO Chairman Owner Bestie 🇱🇰/🇨🇦/🇺🇸

Palo Alto, CA
socialcapital.com
Joined April 2007
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  1. Pinned Tweet
    Jan 28

    In moments of uncertainty, when courage and strength are required, you find out who the true corporatist scumbags are.

    4,649 replies 24,295 retweets 145,945 likes
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  2. Retweeted
    Apr 23

    🚨 early morning drop — besties are 30 episodes in! 🚨 topics: -- Biden's proposed capital gains tax hike -- fixing the federal budget -- India's COVID surge -- founder psychology 🔊: 📺:

    90 replies 51 retweets 488 likes
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  3. Apr 23

    Distributed, open source products only become relevant through developer adoption. Developers are the early adopters AND the viral marketing. That seems to have started with bitclout and if it continues, is a very asymmetric one-way bet like Bitcoin was in its earliest days.

    1/ For the last 4 weeks, millions of users from around the world have been conducting a social experiment on . We've been playing with a decentralized social media platform that no single company controls. No Jack. No Zuck. No Evan.
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    341 replies 149 retweets 1,352 likes
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  4. Apr 22

    We are proud to announce that is leading the pack in responding to the SEC guidance issued April 12 on SPAC warrant accounting, read the SEC here:

    . Investor Relations here with an update on our process of going public. We just refiled an amended S-4 with the SEC to reflect the new accounting guidance on SPAC warrants and we look forward to hearing back from the SEC. (1/2)
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    183 replies 115 retweets 1,557 likes
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  5. Apr 19

    Many years ago, I decided that we owe it to ourselves to DO OUR OWN WORK. We believe in data, we’ve developed a process and we stay focused. After this weekend, I asked the team about our returns ITD...and they sent me this. This isn’t a recommendation.

    599 replies 212 retweets 2,685 likes
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  6. Apr 16

    Pod up!!!

    🚨 Spring Break is over and the besties are back! PLUS bestie guestie joins the show! topics: -- going public, direct listing vs ipo -- portfolio management in this market -- union vote & more! 🔊: 📺:
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    160 replies 35 retweets 824 likes
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  7. Apr 16

    6) There are 200M Prime subscribers which means these consumers are re-capturing $126B of value for themselves each year. Prime captures more value PER YEAR for users than most companies are worth. At $1.7T, trades at 13x their annual value to Prime users. 🤔

    227 replies 275 retweets 3,352 likes
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  8. Apr 16

    4) saves a person 75 hours per year through these kinds of efficient online purchases. 5) if you value your time at $10/hr, that’s $750/yr which means that subscribing to prime is free ($120/yr) and still leaves you with $630.

    85 replies 267 retweets 2,597 likes
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  9. Apr 16

    Some amazing takeaways from annual letter: 1) 28% of purchases on are completed in less than 3min (!!). 2) 50% of purchases on are completed in less than 15min. 3) Research suggests going to an offline store to do the same task takes 1 hour.

    306 replies 1,264 retweets 7,898 likes
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  10. Apr 15

    Vaccines: Equity (politicians decide) vs Equality (if you want it, get it) Climate: Equity (politicians decide) vs Equality (we all have the same right to the same clean air) Taxes: Equity (politicians decide) vs Equality (no hidden rules for the rich, same rules for everyone)

    149 replies 283 retweets 2,673 likes
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  11. Apr 15

    Politicians use the word "equity" a lot. More often than not, it's about control and power. Equity is what an owner gives an employee. Equality is when we are all on the same, level playing field. Equality is what we deserve, but (meager) equity is usually what we get.

    377 replies 769 retweets 5,486 likes
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  12. Apr 14

    “The ex-Googlers got Groq off the ground with early financing from Chamath Palihapitiya...” is building a revolution in AI chips. Its been a fun ride so far but it’s just beginning...

    131 replies 55 retweets 740 likes
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  13. Apr 12

    Is allowed to run for CA Governor again this summer?

    357 replies 88 retweets 2,983 likes
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  14. Apr 12

    Meanwhile, China continues making smart moves to monopolize the global EV battery supply chain: America/Europe really needs to build a next-gen company that vertically integrates from mine to refining to specialty chemicals to battery manufacturing.

    284 replies 257 retweets 1,925 likes
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  15. Apr 11

    Early in (2007) Early in (2011) Early in (2012) Early in (2014) Early in (2015) Early in (2017) What’s the pattern? Prioritize non obvious, well reasoned decisions that, if right, will refute conventional wisdom.

    1,643 replies 1,995 retweets 19,444 likes
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  16. Apr 10

    This is one of the best fintwit accounts on Twitter.

    1/ Get a cup of coffee. In this thread, I'll walk you through the basics of leverage -- in our personal lives and in the companies we invest in.
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    121 replies 222 retweets 2,808 likes
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  17. Apr 8

    Companies aren't prepared for this. Capital markets have no sense of it. Yet climate legislation marches forward. We are supporters of carbon tariffs and want to help build solutions. Meanwhile, we update our models... 😬

    191 replies 72 retweets 1,758 likes
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  18. Apr 8

    A carbon tariff would require every company to have a detailed provenance of the energy used to produce a good or service entering a border. Love that iPhone case? It's price will depend on how much coal was burned in China to make it. More coal == more tariff == more cost.

    84 replies 90 retweets 1,391 likes
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  19. Apr 8

    Imagine a new trade war between the US and China. Or imagine an increasingly aggressive European Union fighting climate change. The simplest solution to enact both would be a carbon tariff.

    21 replies 31 retweets 608 likes
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  20. Apr 8

    The biggest risk/correlation to equity markets over the next decade has nothing to do with interest rates. It will be carbon tariffs and it will blow up every DCF model of every company in the public markets...

    340 replies 561 retweets 4,254 likes
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  21. Apr 6

    Congrats and good luck to and the entire team. You’ve built a monster...

    82 replies 41 retweets 1,506 likes
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