Palihapitiya predicts nuclear, natural gas, and solar will create electron abundance that diminishes oil demand within ten to twenty years.
“In the meantime, you have an abundance of electrons from nat gas. You have an abundance of electrons, frankly, from solar. And all of these things will ultimately diminish the net long bid to oil.”
Palihapitiya cites Verizon CEO's forecast that 30% of white collar jobs will disappear by 2030.
“He put out this very public forecast. You know, very smart guy, well regarded in business. And I think he said something like 30% of all white collar jobs will be gone by 2030.”
Palihapitiya's analysis shows U.S. faces energy shortage equivalent to three Californias by 2050 from expected load growth.
“If you just look at the load growth that's expected between now and 2050, we are about three entire California's worth of energy short.”
Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“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”
Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“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”