Palihapitiya claims it is extremely hard to impossible to commit financial fraud as a public company in 2025.
“It's extremely hard to impossible to commit financial fraud as a public company in 2025.”
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 asks whether quarterly reporting burdens have contributed to killing the IPO market, citing Trump's proposal for longer cycles.
“But recently, Paul president Trump said maybe we should move to six month reporting or one year reporting, and it was really well received by a lot of people.”
Palihapitiya describes how a town board was ousted overnight to undo a $6 billion data center approval.
“A town approves a $6,000,000,000 data center build, and then half the the the board gets ousted. Just voted out overnight so that they could put in new people to undo the decision.”
Palihapitiya says Maine banned all data center buildings, showing compute constraints driving unusual market moves.
“So I think the reason why Allbirds went crazy is a very, very small canary in a very important coal mine, which is we are absolutely compute constrained.”
Palihapitiya argues frontier AI labs use game theory to absorb capital and shape regulation by creating less capable oversight bodies.
“And how do you create an oversight body that is less capable and intellectually aware as you are about the actual details?”
Palihapitiya warns EU AI Office can fine 3 percent of global revenue from August 2 for unexplainable systems
“In three days, on August 2, the EU's AI Office can start fining companies up to 3 percent of global revenue, or 15 million euros, for AI systems they cannot explain. The obligations can reach back to violations from August of last year. Most CEOs I talk to are reading that as”
Palihapitiya warns EU AI Office can fine 3 percent of global revenue from August 2 for unexplainable systems
“In three days, on August 2, the EU's AI Office can start fining companies up to 3 percent of global revenue, or 15 million euros, for AI systems they cannot explain. The obligations can reach back to violations from August of last year. Most CEOs I talk to are reading that as”
Palihapitiya reports carriers excluded AI damages from 82% of general liability policies per state regulators
“The insurance industry has priced the AI risk. Carriers went to state regulators this year asking to exclude AI-related damages from ordinary general liability policies. Regulators approved more than 80% of those requests, and the standard forms behind roughly 82% of”
Palihapitiya reports carriers excluded AI damages from 82% of general liability policies per state regulators
“The insurance industry has priced the AI risk. Carriers went to state regulators this year asking to exclude AI-related damages from ordinary general liability policies. Regulators approved more than 80% of those requests, and the standard forms behind roughly 82% of”
“@justingough Let’s get there, measure what happens and then figure it out”
“@justingough Let’s get there, measure what happens and then figure it out”
Palihapitiya argues deregulation waves never simplified rules, rules serve incumbent who writes them
“We’ve been taught about the deregulation wave of the 80s and 90s but there really wasn’t a simplification of the rules back then. The rules just kept increasing unabated. Rules serve only one customer - the incumbent who writes them - directly or through their proxy. Less https://t.co/GJMrzYnbfa”
Palihapitiya praises Meta's 52 AG agreement and calls for TikTok and YouTube to follow
“This is AWESOME!! More of this…now we need @tiktok_us @YouTube https://t.co/TrG2Bmkftq”
Palihapitiya notes Fed, OCC and FDIC sunsetted 2011 bank model guidance in April 2026
“What is a model? At a bank, it is the math behind almost every decision: who gets a loan, how much capital to hold, which transactions look like fraud etc etc etc. In April, the Fed, OCC and FDIC sunsetted the guidance banks have used since 2011 to check that math. The new”
Palihapitiya notes Fed, OCC and FDIC sunsetted 2011 bank model guidance in April 2026
“What is a model? At a bank, it is the math behind almost every decision: who gets a loan, how much capital to hold, which transactions look like fraud etc etc etc. In April, the Fed, OCC and FDIC sunsetted the guidance banks have used since 2011 to check that math. The new”