Chamath Palihapitiya Goes All In on AI, SPACs, IBM, & Politics 7/14/26
· 58 min
Episode Chamath Palihapitiya Goes All In on AI, SPACs, IBM, & Politics 7/14/26
Chamath Palihapitiya, host of the All-In Podcast and CEO of both Social Capital and 8090, sits down with Joe Kernen and Andrew Ross Sorkin for a wide-ranging interview. The founder and investor views AI as a “great leveler,” and he argues that Silicon Valley has an AI marketing problem. A California billionaire himself, Palihapitiya discusses his commitment to the state–and his frustration with the state’s politicians. Once a donor to the Democratic Party, he addresses his shift in politics and his current relationship with President Trump. Plus, where he went wrong on SPACs, and unpacking a warning from IBM that sent the stock plummeting 23%.
Stephanie Link - 03:19
Chamath Palihapitiya - 06:32
Robert Frank - 36:06
In this episode:
Chamath Palihapitiya, @chamath
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Robert Frank, @robtfrank
Katie Kramer, @Kramer_Katie
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Links in the notes 7
- https://www.cnbc.com/2026/07/14/chamath-palihapitiya-ai-tokenmaxxing.html
- https://www.cnbc.com/2026/07/14/ibm-warns-second-quarter-earnings-fell-short-of-expectations.html
- https://x.com/chamath?lang=en
- https://x.com/JoeSquawk
- https://twitter.com/andrewrsorkin
- https://x.com/Kramer_Katie
- https://pcm.adswizz.com
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