Chamath Palihapitiya

It’s increasingly obvious there are two groups of people in the world: Accountables People who believe their rewards should be coupled to their effort and outcome. Unaccountables Louses who think that their mediocrity should always be rewarded under all circumstances. If the

This is, on its face, absolutely retarded. It’s also a disgrace that this comes from the preeminent tech capital of the world. This will, however, be very good for housing prices in areas surrounding SF.

Garry Tan @garrytan

San Francisco schools is trying its absolute hardest to make sure all middle income families who could move out of the city do so right away “Grading for Equity” is going to be a real disaster and I guess this is a boon for SF private schools and Burlingame housing prices https://t.co/WiKYETamlZ

These guys are the absolute dream team. So good. MAHA!!!!

Clay Travis @ClayTravis

The Covid shot has been pulled off the recommended list for children and pregnant women. What a disaster this entire Covid “expert” era was. They were wrong about everything. https://t.co/hcMej1Uyci

https://t.co/0mU1vM1kbJ

Tyler Palmer @tweettsp

@chamath @NathalieDompe Dude is dropping a new school and new 1 GW data center and it’s only Tuesday.

RT @anitavlallian: Thrilled to announce our latest acquisition of Hassayampa Ranch for $51M. I am beyond excited to partner with @chamath…

School boards dropping AP classes. Low regard for how humanities, multilingualism and STEM work together. No discussion or preparation for the educational changes from AI. So @NathalieDompe and I helped start a new school in Silicon Valley: 1. Built around the Montessori https://t.co/wo9ehO9gsk

Announced this today! We’re going to build a 1 GW AI data center in Arizona. I’ve never done a RE deal so working with a great RE investor, @anitavlallian, with a vision for the project was key. Anita is a star. Ultimately this will require us investing $25B to get the entire https://t.co/XWYFPldg5J

Josh Caplan @joshdcaplan

.@chamath says he will announce plans on Monday to fund and build a 1-gigawatt data center in Arizona. https://t.co/Uxy6IV1pJD

Wow - great work. Moneyball for the NBA will have, at the limit, two consequences for teams: 1. Computer models, overfitting to their training set, will ultimately suggest brittle player selection. 2. Play selection and player training will become a process of finding a Nash

SkalskiP @skalskip92

I can finally map @NBA player's position from the camera perspective onto the court map it's still a bit shaky... I'll smooth it out later it's time to detect shooting motions and mark the shot location! some of the code has already been migrated to: https://t.co/VK0RQFWud1 https://t.co/QrqOt46rN8

This is where mean reversion is NOT our friend. Every time it’s supposed to be different usually ends up the same as every other time.

StockMarket.News @_Investinq

🚨 U.S. stocks are now more expensive than nearly any time in modern history. But here’s the real problem: U.S. households are holding more stocks than ever before. This combo is rare and risky. (a thread) https://t.co/kPc5I6uzRR

Market is risk-off.

Barchart @Barchart

A staggering $7.24 Trillion is now sitting in Money Market Funds, a new all-time high 🚨🚨 https://t.co/HJYMLZmtIV

My prediction on the All in Pod in January was that being long corporate CDS - aka being long insurance against corporate credit defaults - would be the best performing trade of the year. So far, correct. Huge payoff in the CDS market rn.

Barchart @Barchart

The price of credit default swaps on U.S. Government Debt is rising to its highest level since 2023 and one of the highest levels since 2008 🚨 https://t.co/ZkjoQm4G5T

Should All In launch an All In Fund of Funds that allows retail investors to leverage our collective access to startups, venture funds, hedge funds and PE funds? If the size was big enough, we could negotiate some great access AND fee discounts.

Why has no journalist FOIA’d the auto-pen logs of the Biden WH?

.@theallinpod is the most reliable way to get balanced information about the world - business, technology, politics and culture. My proof: This week we are #14 and #20 overall on Apple and, within Technology, are 4 of the top 10 episodes including #1 and #2. Cc @Spotify https://t.co/W4n8o1Vq92

For anyone focused on growing AUM as their chosen way they want to build wealth and enterprise value, will necessarily and eventually include shit assets. The rest of us do it by accident. https://t.co/fd5A2sfeAv

When the Mobile Internet wave consolidated, the consolidators were the ones that had the platform with the cheapest CAC (Meta, Google). When the AI wave consolidates, will CAC still be the characteristic that defines the winners? Important question…

Nat Bullard @NatBullard

Don't look now but @Waymo monthly rides in California just gapped up, to 708,000 in March 2025 https://t.co/q8DafOqcbW