The Minutes of Chamath Palihapitiya on finance https://minutesof.com/chamath-palihapitiya/on/finance/ Everything Chamath Palihapitiya has said on finance: 6 verbatim quotes between November 2025 and July 2026, each with a timestamp and a link to the… en Wed, 09 Sep 2026 00:32:28 +0000 That's the biggest problem with with running either massively levered long or massively levered short. https://minutesof.com/q/52ebc18d-2a9c-436b-8898-9dcfd6375d10/ https://minutesof.com/q/52ebc18d-2a9c-436b-8898-9dcfd6375d10/ “That's the biggest problem with with running either massively levered long or massively levered short.” — All-In Podcast Fri, 31 Jul 2026 22:23:00 +0000 finance Palihapitiya predicts hyperscalers will become heavily leveraged industrial businesses within five years due t https://minutesof.com/q/eb3445ea-29b3-41bd-b643-f82b1dcd4940/ https://minutesof.com/q/eb3445ea-29b3-41bd-b643-f82b1dcd4940/ “They'll have all kinds of different vehicles and term loans and revolvers and all of this stuff. And so they're gonna look like this big bulky industrial business in five years.” — All-In Podcast Fri, 01 May 2026 21:37:00 +0000 finance Palihapitiya argues big tech cash gets little valuation credit, so companies should spend aggressively on prod https://minutesof.com/q/70ed703f-5386-4a9a-8c71-6b65b1a77e52/ https://minutesof.com/q/70ed703f-5386-4a9a-8c71-6b65b1a77e52/ “If you actually look at the DCF of the enterprise value of these businesses, it gets very little credit for that cash almost to the point where it's worthless.” — All-In Podcast Sat, 06 Dec 2025 01:41:00 +0000 finance Palihapitiya says a billion-dollar short position would have gotten his attention, unlike the erroneously repo https://minutesof.com/q/edac570f-6afd-4847-a780-5606130f26e6/ https://minutesof.com/q/edac570f-6afd-4847-a780-5606130f26e6/ “If you saw a yard short, I mean, yeah, like, that would have probably gotten my attention had I read it. A billion dollars is, you know, reasonable position to have.” — All-In Podcast Fri, 14 Nov 2025 21:03:00 +0000 finance Palihapitiya argues short sellers create chaos and innuendo under free speech guise rather than uncovering rea https://minutesof.com/q/24e4a059-0e86-46e2-8e86-c370ddb2a28e/ https://minutesof.com/q/24e4a059-0e86-46e2-8e86-c370ddb2a28e/ “There is supposed to be a check on financial malfeasance, but it's not that. When you look at these short selling firms, for every one of them that actually uncovers malfeasance, what it really is is them creating chaos and innuendo under the guise of their right to free speech.” — All-In Podcast Fri, 14 Nov 2025 21:03:00 +0000 finance Palihapitiya claims it is extremely hard to impossible to commit financial fraud as a public company in 2025. https://minutesof.com/q/cdcbf73b-05ee-4cb9-a6cc-73ebff500384/ https://minutesof.com/q/cdcbf73b-05ee-4cb9-a6cc-73ebff500384/ “It's extremely hard to impossible to commit financial fraud as a public company in 2025.” — All-In Podcast Fri, 14 Nov 2025 21:03:00 +0000 finance