Chamath Palihapitiya

@chamath

Social Capital 8090 God is in the details.

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research.socialcapital.com

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Chamath Palihapitiya
@chamath
2 Okt
To CEOs, CFOs, CIOs and Directors: Have you read the White House Accord on Super Intelligence? What will you do to safely deploy Super Intelligence within your Enterprise? EY and 8090 are building a new solution - KYSI (Know Your Super Intelligence) designed to create a
117
Chamath Palihapitiya
@chamath
15j
👀
Social Capital
@socialcapital
17j
Membalas @socialcapital
Amazon’s long-term debt increased by ~3.4x in 1 year, to $173.1B. It borrowed $115.1B in the first 9 months of 2026 alone.
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Chamath Palihapitiya
@chamath
19j
Artikel
Memory chip profits are exploding, so why are stocks below their highs?
In fiscal 2025, Micron’s revenue was $37.4 billion. In fiscal 2026, it reached $133.2 billion, up 256%, a faster jump than Nvidia managed in any single year recently. Last quarter alone, Samsung, the
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Chamath Palihapitiya
@chamath
29 Okt
I like Will’s writings - I always learn something that helps me refine my mental models.
Will Manidis
@WillManidis
29 Okt
The benefits of abundant intelligence will accrue far outside of San Fransisco. Spent the last year writing about capital, sovereignty, and the coming reordering of economic power. THE COMMANDING HEIGHTS Commanding-Heights.com
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Chamath Palihapitiya
@chamath
29 Okt
The evolution of the Amazon Prime Subscription for the modern age is at hand…
Wall St Engine
@wallstengine
29 Okt
DOORDASH TO ACQUIRE INSTACART IN $17 BILLION DEAL $DASH has agreed to acquire $CART for $65 per share. Instacart shareholders can receive cash, DoorDash stock or a combination, with stock limited to 25% of the total consideration. DoorDash plans to retain Instacart's brand,
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Chamath Palihapitiya