The Minutes of Chamath Palihapitiya on arr https://minutesof.com/chamath-palihapitiya/on/arr/ Everything Chamath Palihapitiya has said on arr: 5 verbatim quotes between July 2026 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:38 +0000 Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In https://minutesof.com/q/a0f54614-0541-4e7a-b21b-9d648c68a777/ https://minutesof.com/q/a0f54614-0541-4e7a-b21b-9d648c68a777/ “As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q” — X Thu, 27 Aug 2026 16:13:58 +0000 arr