Chamath Palihapitiya | Private

God is in the details.

[Chamath Palihapitiya @chamath]

All In #14 in America, All Categories.

[Chamath Palihapitiya @chamath]

Institutions are inefficient.

Experts are overrated.

Capital should flow toward builders.

Technology compounds.

Independent thinking wins.

[The All-In Podcast @theallinpod]

LIQUIDITY: The IPO Comeback Panel

@altcap, @andrewdfeldman, and @Will4Planet join @Jason and @chamath for a panel on the 2026 IPO market from a founder's perspective.

(0:00) CEOs Andrew Feldman (@cerebras) and Will Marshall (@planet) join the Besties!

(2:05) Both CEOs on going public: Impact on employees, customers, and business operations

(13:18) Timelines for datacenters in space

(19:28) Cerebras business breakdown, AI's impact on the silicon market

(24:45) How Founder/CEOs think about liquidity on the road to going public

Thanks to our partners for making this possible!

EY (@EYnews) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next.
https://t.co/2RztVYiTEM

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8dbFI4

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT54NI

[Chamath Palihapitiya @chamath]

He foretold it…

[Chamath Palihapitiya @chamath]

I still believe this.

[The All-In Podcast @theallinpod]

Some Shots from the INSANE Day 1 Speaker Lineup 📸

Bill Ackman, Pershing Square
Sarah Friar, OpenAI
Thomas Laffont, Coatue
Dan Loeb, Third Point
Bill Maris, S32
Nikesh Arora, Palo Alto Networks
US Senators John Fetterman & Dave McCormick

Stay tuned for full talks over the coming days!

Thanks to our amazing speakers for joining, and shoutout to the partners who made this event possible:

EY (@EYnews): Liquidity, growth, and what’s next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value.
https://t.co/nGzhiddseO

NYSE (@NYSE): Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8dbFI4

PLAUD (@PLAUDAI): Never miss a moment. @PLAUDAI, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT54NI

[Chamath Palihapitiya @chamath]

You will be hearing a lot more about governance and a “control plane” for AI over the next few quarters.

This is what 8090 built Software Factory for.

Find out more at https://t.co/UAxNYUWgf0

[Bill Ackman @BillAckman]

With the besties as I am always All-In

[The All-In Podcast @theallinpod]

All-In Liquidity has begun.

Stay tuned for incredible content from the best investor summit in the world.

This year sold out in a few weeks, next year will sell out faster.

Apply now to lock in your early bird pricing for 2027:
https://t.co/1T7R9zRbkN

[Chamath Palihapitiya @chamath]

A year ago, I announced that I had gotten a California liquor license!

Why?

So @Sommjoshua could work with wineries to buy wine directly and bypass much of the middleman fuss and markup.

We had almost 50 Founding members join us with the goal of making sure that winemaking wasn’t lost in this age of ever-marching technological process.

Our Founding Members buy wine together. We travel the world to have dinners together. We sell wine to each other. Always at cost, never with a markup and usually with a discount that can be as high as 30-40% on even the most exclusive wines.

We also wanted to become a safe harbor for multi-generational winemakers as they transition to the next generation.

As a result we are forging lifelong relationships with the most incredible wineries in the world.

Perhaps, over time, if they decide it’s time for succession planning they will bring us in as partners versus sell to a large corporation.

We are a group of humans who want to protect their craftsmanship and celebrate both the beauty of their product but also the beauty of their locations and the wineries themselves.

Today, we're launching Drink With Me for non Founding Members. You can now get the majority (but not all) of the benefits of our private wine collective that our Founding Members enjoy.

While our founding membership costs were a bit expensive, you can get most everything we do, as a non Founding Member, for $5k/yr.

If you want to learn more, you can do so here: https://t.co/UCJokzsGBm

PS, there are a few Founding Memberships which we left open for emerging members but you will need a nomination from one of the existing FMs. They will let you know if they are one but here are a few that happen to be on X:

@VinnyLingham
@Mister_Keating
@skydayton
@Andrew_Robl
@KristinaHolst
@sundeep
@BrianYutko
@underj_me
@JasonKoon
@phil_hellmuth

[Chamath Palihapitiya @chamath]

Very amazing email to get:

“Hi JCal, Chamath,

55 days ago you two had a 4 minute conversation about EAs and Athena.

Since then we have:
closed $29M in new revenue 🤯
seen a -53% decrease in blended CaC, placed 683 Athena executive partners ❤️  683 new jobs!!”

If you are looking for an EA, try Athena - they are excellent, only cost $3k/mo and you are helping some amazing people around the world upgrade their quality of life.

https://t.co/WYgRR4aLBP

[Chamath Palihapitiya @chamath]

This is what your SDLC looks like today: requirements in one doc, architecture in someone's head, code in Cursor, docs gone stale.

Watch Software Factory connect the chain so the spec and the shipped code stop drifting apart.

[Chamath Palihapitiya @chamath]

Dave Ricks is on 🔥

[Chamath Palihapitiya @chamath]

What?!?!?!

[Chamath Palihapitiya @chamath]

🤔

[Chamath Palihapitiya @chamath]

See you tomorrow @UWaterloo

[Chamath Palihapitiya @chamath]

In 2026, residents of every major city should understand this simple truth:

Crime and squalor are choices.

Policies exist that can both be compassionate but put the rights and quality of life of the tax paying and law abiding above everything and everyone else.

It’s not as crazy as it sounds.

[Chamath Palihapitiya @chamath]

Elect this man!!!

[Chamath Palihapitiya @chamath]

Microsoft pulling Claude is the first, but not the last. The issue isn't that the tool isn't useful.

The issue is that without context and oversight, the tool can spin forever and generates an enormous cost burden that, when cascaded across an entire employee population, makes using the tool economically untenable.

8090's Software Factory is the control plane that is becoming increasingly used by Enterprises to get the job done but do it in a smart and scaleable way.

[Chamath Palihapitiya @chamath]

Spencer Pratt makes a compelling case.