Palihapitiya identifies Tether as the most important new gold buyer, issuing Tether Gold stablecoin alongside central bank rebalancing.
“Gold is up because there are many more net new buyers. Who is the most important net new buyer? It's Tether.”
Palihapitiya predicts everything will become tokenized markets, including sports, knowledge, equities, and debt instruments.
“You'll have knowledge that becomes a market, and then you'll ultimately have equities and debt instruments also behave this way, meaning they'll be tokenized.”
Palihapitiya argues short sellers create chaos and innuendo under free speech guise rather than uncovering real malfeasance.
“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.”
Palihapitiya says a billion-dollar short position would have gotten his attention, unlike the erroneously reported amount.
“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.”
Palihapitiya claims Warren Buffett's outperformance disappeared after Reg FD eliminated information asymmetry in 2000.
“His returns were double the market returns when this kind of information sharing was legal.”
Palihapitiya says opposite of Roose, model capability gains fully priced in and cost going to zero
“@kevinroose Opposite. It’s all priced in. The cost is going to zero. All powers will be unlocked.”
Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
“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”
Palihapitiya notes DeepSeek API cheap because model 10x smaller than Opus, 5x smaller than others
“Some are saying prices are going to continue to go way down… https://t.co/JnJzQy7Oq4”
Palihapitiya says opposite of Roose, model capability gains fully priced in and cost going to zero
“@kevinroose Opposite. It’s all priced in. The cost is going to zero. All powers will be unlocked.”
Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
“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”
Palihapitiya contrasts technology people who understand hardware versus shorts operating on non-technical priors
“The market is reducing itself to: Technology people who knows how this stuff works Vs Everyone else who has no idea and so gets short because it violates their non-technology priors https://t.co/H4phQiYKDH”
Palihapitiya contrasts technology people who understand hardware versus shorts operating on non-technical priors
“The market is reducing itself to: Technology people who knows how this stuff works Vs Everyone else who has no idea and so gets short because it violates their non-technology priors https://t.co/H4phQiYKDH”
Palihapitiya says if Druckenmiller isn't embarrassed to be AI meat proxy, neither should you be
“If Stan Druckenmiller isn’t embarrassed to be a meat proxy, you shouldn’t be either. It’s like after matches was invented, still celebrating the arduous time to rub two sticks together. Dumb. https://t.co/UB319Irqcd”
Palihapitiya argues makers can be motivated however they want, users vote with their time
“@JackGavigan @dnapway You can’t have your cake and eat it too. The people that make the things you use are allowed to be motivated however they are motivated. If you don’t like their motivations, use a different product. There is no monopoly on your time such that this isn’t possible. Vote with”
Palihapitiya predicts AI euphoria will continue for another three years before market correction.
“I honestly, I don't see this stopping. We're at the beginning of the beginning. I think it's gonna be like this for another probably three years.”