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Chamath Palihapitiya

Verified account The All-In Podcast

@chamath

Social Capital
8090

God is in the details.
In the Arena research.socialcapital.com Joined April 2007
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Chamath Palihapitiya Verified account @chamath
To CEOs, CFOs, CIOs and Directors:

Have you read the White House Accord on Super Intelligence? What will you do to safely deploy Super Intelligence within your Enterprise?

EY and 8090 are building a new solution - KYSI (Know Your Super Intelligence) designed to create a verifiable record of AI-enabled decisions by capturing the context and evidence, and spotlighting controls, across enterprise environments. The solution helps organizations strengthen governance while keeping pace with innovation. It does this by providing:

- End-to-end traceability
- Policy-to-risk mapping
- Auditable evidence packages

Together, we are helping organizations move beyond AI experimentation toward AI they can trust, govern and scale enterprise-wide with confidence.

To learn more, reach out to your EY Partner or ping us at 8090.ai
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Chamath Palihapitiya Verified account @chamath
Pod!!!!!
The All-In Podcast @theallinpod 17h
POD UP: The Besties React to the Midterm Massacre

-- Full Postmortem on the 2026 Midterms

-- Looking Ahead: How to Save Trump 2.0?

-- Market Reaction: $4T Wipeout, Data Center Fears, AI Ban Potential

-- Science Corner: Exponential Time Hypothesis Solved

(0:00) Bestie intros!

(3:37) Midterms postmortem: What led to a generational GOP collapse?

(32:26) How can Trump salvage his presidency?

(53:13) Market reaction: Data center fears, $4T in market cap wiped, AI ban potential

(1:24:21) Science Corner: OpenAI solves the Exponential Time Hypothesis
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Chamath Palihapitiya Verified account @chamath
Also, because it taped early Friday morning, anything that happened since that morning was not covered - not on purpose but because it hadn’t happened yet.

Ie Susie Wiles resignation, Calley Means on Rogan etc.

Episode dropping shortly. It’s in post now…
The All-In Podcast @theallinpod 1d
Episode is dropping Saturday, we recorded late this week!
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Chamath Palihapitiya Verified account @chamath
“— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)”

I believe this and other forms of escapism (X, YouTube, games, shopping) are where most of the current productivity gains in AI have gone.
Craig Shapiro ⚽️ Verified account @cshapiro 2d
Interesting bits from Brian’s Airbnb earnings call about AI agents and consumer behavior:

— Airbnb gets ~500k bookings a day
— ”very non-material” traffic from Muse/Instinct
— says people *want* to browse: average user looks at dozens of listings and 25+ photos
— 90% of users message the host
— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)
— 80% of travels say they like doing their own travel research
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