https://minutesof.com/chamath-palihapitiya/on/2026/ Everything Chamath Palihapitiya has said on 2026: 9 verbatim quotes from August 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:37 +0000 https://minutesof.com/q/921ff124-e3a0-4f47-8187-99396e14be53/ https://minutesof.com/q/921ff124-e3a0-4f47-8187-99396e14be53/ “AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be true for it to work… https://t.co/STpPLN8wol” — X Mon, 24 Aug 2026 16:49:05 +0000 2026 https://minutesof.com/q/c37a44be-018e-4bce-be72-6d641cea1d28/ https://minutesof.com/q/c37a44be-018e-4bce-be72-6d641cea1d28/ “The resolution of this trillion dollar bet will happen before EOY 2026. Stakes are enormous on the outcome. Path1: Markets price the Ant IPO and public valuation answers this question. Path2: Harness + Open Model math becomes more precise and well known. It shows material https://t.co/2SgB4KY43S” — X Sun, 02 Aug 2026 09:57:10 +0000 2026 https://minutesof.com/q/d4aacb29-793b-4120-8eca-26751edd5f3b/ https://minutesof.com/q/d4aacb29-793b-4120-8eca-26751edd5f3b/ “Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers https://t.co/QSZgT0Gv0S” — X Sat, 01 Aug 2026 08:03:48 +0000 2026