The Minutes of Chamath Palihapitiya on supply chain https://minutesof.com/chamath-palihapitiya/on/supply-chain/ Everything Chamath Palihapitiya has said on supply chain: 2 verbatim quotes from October 2025, each with a timestamp and a link to the recording it came… en Wed, 09 Sep 2026 00:32:37 +0000 Palihapitiya explains OpenAI's Korea deals secure forward HBM memory capacity that Altman can allocate for lev https://minutesof.com/q/f40a025c-9dea-4a14-94a0-e7a955361871/ https://minutesof.com/q/f40a025c-9dea-4a14-94a0-e7a955361871/ “He's buying forward capacity on HBM because now he can allocate that share. So when I saw that deal and I saw that equity, it reminded me of this Rothschild quote.” — All-In Podcast Fri, 10 Oct 2025 19:21:00 +0000 supply chain Palihapitiya asserts energy control will enable equity participation in AI companies, elevating suppliers from https://minutesof.com/q/5cf5c841-8c80-44fb-87c4-3325c5d75359/ https://minutesof.com/q/5cf5c841-8c80-44fb-87c4-3325c5d75359/ “What's a different example? Brad mentioned this before, but energy will be the gating item beyond a shadow of a doubt.” — All-In Podcast Fri, 10 Oct 2025 19:21:00 +0000 supply chain