Chamath Palihapitiya

“And the only way to sink the AI trade is to sink the data centers,”

Chamath Palihapitiya · said 2026-11-03 · reported 2026-11-04

Palihapitiya warned during an election-night livestream of the All-In podcast that sinking data centers would be the only way to sink the AI trade.

“how little extra lenders appear to charge for AI risk.”

Chamath Palihapitiya · said 2026-10-13 · reported 2026-10-14

Palihapitiya included part of his deep dive into whether the AI build-out is creating a private credit bubble in a post on X.