Chamath Palihapitiya

Venture capitalist and one of the best-known voices in tech investing. Grew up in Sri Lanka and Canada, joined Facebook early, and as VP of Growth helped drive the platform to more than a billion users. Later founded Social Capital with the ambition of modernizing venture capital as a discipline.

Known for clear and often contrarian positions: he warned early about collapsing software multiples under real AGI, took the quantum risk to Bitcoin seriously before it was fashionable, and argued that a SpaceX IPO could reorder technology valuations.

The AGI Pricing Paradox

His strongest argument is simple: the market cannot simultaneously price software companies as if their moats are durable and AI labs as if AGI destroys those moats. One of those bets must be wrong.

Known From

• All In Podcast - co-founder and host
• the SPAC boom of 2020 and 2021 - including several outcomes that were disastrous for retail investors