Investor, All-In podcast host
Everything Chamath personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
Created by Chamath
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AWS
"I love AWS for one reason, because it's hyper reliable. I hate AWS for the same reason that hyper reliability comes at enormous cost. I pay it, but I pay it to never have a SE one."
"His name is Lei. He's fabulous. He's a math grad, math and computer science in the Philippines. And he's excellent"
"I built a Google sheet, took this new salary, took out the taxes... And I showed him a compound interest table and his mind was blown."
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Clear filters"One is a very sophisticated hacker can probably do those things right now with Opus."
"In February of 2019, when Daario was still at OpenAI, they did the same thing with GPT-2."
"These are trillion dollar companies. They both are. And they both deserve to be"
"In February of 2019, when Daario was still at OpenAI, they did the same thing with GPT-2. That was a 1.5 billion parameter model, which sounds like a total fart in the wind in 2026."
"But if you look at the S&P, well, most people are now defensively moving away from these kinds of things towards the things that are more protected"
"SpaceX is going to get out. They're going to do great and then maybe the next one does good to great."
"I don't think SpaceX will IPO. I think that it will reverse merge into Tesla"
"These are trillion dollar companies. They both are. And they both deserve to be"
"This thing is sentient anthropic. You know, Daario says that. And investors are like okay here's 10 billion."
"The reason why Y has outsold everything else is because the Model Y is priced better and it's superior on every operational dimension of comparison."
"Even when I say, 'Hey, have you tried Gemini?' They use Gemini."
"Anthropic is used either directly or through things like GitHub and cursor."
"we had to say, guys, you got to deprecate cursor because you're just wrapping cloud code and charging us way too much for these tokens"
"Well, I like Xbox, I like PlayStation, and I like Nintendo. And he bought all three and he's been a steady compounder."
"I like the price action of this Virgin Galactic thing. Plows 200 in makes like 3,000. Sells it, buys a computer."
"Well, I like Xbox, I like PlayStation, and I like Nintendo. And he bought all three and he's been a steady compounder."
"Well, I like Xbox, I like PlayStation, and I like Nintendo. And he bought all three and he's been a steady compounder."
"There are these incredible young vibrant projects that are basically replacing a Citadel, replacing a Millennium, and they're building these automated agent-based hedge funds."
"There are these incredible young vibrant projects that are basically replacing a Citadel, replacing a Millennium, and they're building these automated agent-based hedge funds."
"By the way, if you want the full charts and sources for all of this data, I put the full 80-page deep dive into our Substack. The link is below."
"If you're just using ChatGPT the mainline instance of it you're leaking all of that prompt and response metadata back to ChatGPT."
"So then you go to CoreWeave. They're an excellent business."
"That's how AWS and GCP have built such gargantuan businesses."
"That's how AWS and GCP have built such gargantuan businesses."