The Minutes of Chamath Palihapitiya on earnings https://minutesof.com/chamath-palihapitiya/on/earnings/ Everything Chamath Palihapitiya has said on earnings: 3 verbatim quotes between July 2026 and August 2026, each with a timestamp and a link to the… en Wed, 09 Sep 2026 00:32:35 +0000 Palihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption https://minutesof.com/q/a69a151d-e8fd-42cd-b8bf-71dbf5c7c59e/ https://minutesof.com/q/a69a151d-e8fd-42cd-b8bf-71dbf5c7c59e/ “@JTLonsdale Not saying there aren’t exceptions but I’m talking about the existing, largest companies. Those that comprise the Global 2000. They are the source of most of these tokens and revenues to the labs. Their earnings growth has literally zero to do with AI or anything remotely close…” — X Thu, 20 Aug 2026 21:10:23 +0000 earnings Palihapitiya reveals AI's actual contribution to S&P 493 EPS growth is only 9%, not 50% as initially calculate https://minutesof.com/q/d3db5bb4-4113-4aad-96de-f9aa40eddfe1/ https://minutesof.com/q/d3db5bb4-4113-4aad-96de-f9aa40eddfe1/ “I asked a different question, which is then what was the EPS growth of the S and P four ninety three? And the answer was 9%.” — All-In Podcast Sat, 11 Jul 2026 02:12:00 +0000 earnings