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@chamath Avatar @chamath Chamath Palihapitiya

Chamath Palihapitiya has been discussing his SPACs and the allocation of shares to institutional and retail investors. He clarified that XXXX% of shares in a recent deal went to large institutions, while only XXX% were allocated to retail investors. This comes as he addresses criticisms and aims to improve the SPAC process.

Engagements: XXXXXXXXX #

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Mentions: XX #

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Followers: XXXXXXXXX #

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CreatorRank: XXXXXX #

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Social category influence finance #880 countries #5304 technology brands #1156 stocks #265 exchanges #2023 travel destinations XXXX% cryptocurrencies XXXX% social networks XXXX% celebrities XXXX% nba XXXX%

Social topic influence china #1836, $googl #28, money 0.75%, ticker #68, about to #8, investment #4848, number of #38, nasdaq #270, over the 0.3%, acquisition #550

Top accounts mentioned or mentioned by @johnwillia71018 @grok @jason @davidsacks @elonmusk @friedberg @ravikarkara @theallinpod @paulieval @8090solutions @bryanjohnson @mikalche @levie @devdutt @thechiefnerd @polymarket @badvalla40301 @groqinc @officialbbrooks @vkhosla

Top assets mentioned Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Microsoft Corp. (MSFT) MP Materials Corp. (MP) USDC (USDC) PSYOP (PSYOP)

Top Social Posts #

Top posts by engagements in the last XX hours

"Insane $900k/yr in LA is spent per homeless person. Imagine the number of homes that could be built and sold to teachers cops and firefighters with this"
X Link @chamath 2025-10-02T14:47Z 1.9M followers, 715.5K engagements

"Go to 1:15 Katie Porter is multi-dimensionally ugly. Hard to do. Congrats Katie"
X Link @chamath 2025-10-09T04:07Z 1.9M followers, 357.5K engagements

"11/ its the beginning of the beginning but @ezetap is off to an important start and could build an enormous business enabling"
X Link @chamath 2016-06-15T21:37Z 1.9M followers, XX engagements

"The corollary to this is that experts are mostly insecure windbags who care more about gatekeeping their knowledge than actually solving problems. Jared was way more likely to solve the ME conflict than the gaggle of experts who tried before him simply by being open minded flexible and rooted in history without being captured by it"
X Link @chamath 2025-10-11T15:11Z 1.9M followers, 172.3K engagements

"When geopolitical & socio-economic tensions rise both people & nations turn to hard assets. One big buyer in particular has been Beijing. China has been swapping Treasuries for gold for years lifting reserves to over 74m ounces. This is a reflection of both state policy and popular sentiment: hedging against dollar risk sanctions and Chinas own shaky property and stock markets. Its a signal of rising uncertainty in the world"
X Link @chamath 2025-10-08T17:32Z 1.9M followers, 656.3K engagements

"I wonder if those that use Claude Code or the umpteen app-crappers that wrap Anthropic realize they are funding their own demise Only the biggest and well funded companies (like Anthropic) will be able to afford the operational complexity of meeting XX different sets of state AI regulations. This should be left to the Federal Government"
X Link @chamath 2025-10-14T18:23Z 1.9M followers, 312.9K engagements

"Google a private for-profit software company has had five Nobel Laureates work for them. Most universities have had none"
X Link @chamath 2025-10-07T20:44Z 1.9M followers, 508K engagements

"I have seen how the perception of SPACs became clouded particularly related to sponsor compensation forward guidance and retail investors involvement. With American Exceptionalism Acquisition Corp. A I wanted to address this directly and make improvements based on what Ive learned. With respect to alignment of interests I am proud to announce that we have successfully priced a SPAC with no warrants and where the sponsors compensation is entirely and directly tied to stock price appreciation. The sponsors founder shares are not earned unless the stock price increases at least XX% following a"
X Link @chamath 2025-09-29T23:52Z 1.9M followers, 539.1K engagements

"If this is even remotely true combined with everything else happening rn the only safe trade are hard assets and dare I say gold. Sheesh"
X Link @chamath 2025-05-29T18:51Z 1.9M followers, 1.7M engagements

"Secondly and more importantly I want to temper retail investors involvement with my SPACs. This deal was built for institutional investors. Specifically XXXX percent went to large institutions each picked explicitly by me. The remaining XXX percent was allocated to retail investors. We designed it this way almost entirely institutionally backed because as I have learned these vehicles are not ideal for most retail investors. They are for investors who can underwrite the volatility place it as part of a broader structured portfolio and have the capital to support the company over the long run."
X Link @chamath 2025-09-30T17:13Z 1.9M followers, 401.4K engagements

"Just wanted to give a huge shoutout to my sister Hasini. She worked on behalf of the leading hospital system in Toronto to bring @neuralink there. A very complicated set of agreements making them the first place outside of the US to do this groundbreaking work. Shes an incredible personand lawyer"
X Link @chamath 2025-10-10T01:41Z 1.9M followers, 393.1K engagements

"DOGE will be the death of Time & Materials and Cost Plus contracts inside the US Government. The private sector when it sells to other companies in the private sector has to live up to performance obligations for work done (RPO). But that same company sells Time & Materials to the US Government. Ridiculous. End the charade now. Every contract sold into the US Government should be tied to performance obligations. Not some kindergarten equivalent of Ill try my best"
X Link @chamath 2025-03-25T14:56Z 1.9M followers, 27.9M engagements

"A reminder from Elon about the bitter lesson. The following coordination of machines and electrons will win: 1B AI chips X TW power 100M robots This is now all about capital speed and scale"
X Link @chamath 2025-10-09T15:53Z 1.9M followers, 1.7M engagements

"One general and one specific takeaway from this about politics elections and leaders: Candidates win elections on hope for the future. As such it has largely been (and likely will remain) true that popularity is maximal once elected and then wanes. Its true in the UK and many other nations going back 40+ years absent some exogenous event. Kier Starmer specifically is performing so horribly that he may go down as the Neville Chamberlain of our era - running a government defined by catastrophic misjudgment on every level. That is quite something"
X Link @chamath 2025-10-11T15:23Z 1.9M followers, 121.1K engagements

"Groq Groq Groq 🤩"
X Link @chamath 2025-10-10T14:22Z 1.9M followers, 155.4K engagements

"Deep Dive: Chinas Industrial Might and Domestic Policy About X months ago after an eye-opening dinner with two CEOs building an American supply chain for EV battery materials and rare earths I posted on X: The difficulty in beating China wont come down to tariffs but mercantilism. The Chinese have 1-2 National Champions for critical parts of the global economy. With further research I want to expand on what Chinas industrial playbook has been"
X Link @chamath 2025-10-02T19:25Z 1.9M followers, 124K engagements

"Everything is market"
X Link @chamath 2025-10-10T15:50Z 1.9M followers, 228.1K engagements

"Scientists are transplanting healthy mitochondria into damaged cells performing microscopic organelle transplants to address various life-threatening conditions and potentially extend lifespan as well. For example doctors at Boston Children's Hospital have extracted mitochondria from abdominal tissue and infused them into failing hearts increasing the survival rates of babies with heart damage from XX% to 80%. Similar approaches are being tested for stroke patients at the University of Washington while companies like Minovia Therapeutics are using these techniques to address genetic"
X Link @chamath 2025-04-07T00:28Z 1.9M followers, 134.8K engagements

"Google was about to lose a vote by the Indianapolis City council and withdrew a proposal for a $1B data center. Microsoft pulled a similar project in Wisconsin based on community pushback. Are these isolated incidents or the beginning of a trend If the data below is accurate then we should expect that more local communities will pushback to stop data center buildouts in their region if it spikes electricity prices so much. A solution however is for these hyperscalers to use their robust free cashflow to go into local areas and pay for solar+storage or pay for the electricity for every"
X Link @chamath 2025-10-15T22:12Z 1.9M followers, 752.9K engagements

"$FVAC closed it merger with MP Materials today. I led the PIPE. This creates the largest source of rare earth metals outside of China. Rare earths are a critical input into critical climate change and battery technologies. Ticker changes to $MP and starts trading tomorrow🤤"
X Link @chamath 2020-11-17T23:06Z 1.9M followers, 2697 engagements

"QT is over. Now what Probably rate cuts. Yet again Powell is behind the 8-ball. The number of self-inflicted wounds by the Fed is piling up"
X Link @chamath 2025-10-14T18:27Z 1.9M followers, 284.7K engagements

"An API by any other name is still an API. Unless you need to raise money for your AI startup in which case I prefer MCP"
X Link @chamath 2025-04-22T15:18Z 1.9M followers, 422.3K engagements

"Jon - The companies I have started/invested/own/run are responsible for some important things that you likely need or live with: AI Energy Batteries for your EV Drugs for Rare Diseases Cancer Surgery etc. In doing all of this no Democratic administration has EVER cared what I thought of any policy. Zero. Never. None. The only time I met Obama was when he tried to shake me down to donate to his foundation - I said no. Meanwhile and I want to be clear - President Trump nor his team have EVER asked for anything. Not one. Never. They are ferociously curious - which I respect deeply. They want to"
X Link @chamath 2025-04-10T23:30Z 1.9M followers, 1.9M engagements

"A reminder that total consumer electricity costs are (1) the cost to make it and (2) the cost to transmit and distribute it. The cost of making electricity keeps falling but the overall costs keep rising because of (2). If you would like to get off this hamster wheel go to and save money today. Palmetto is now responsible for mid single digits of all new electricity generation in the US. They will soon be double digits and will be one of the largest neo-utilities in America. PS - despite the misguided media coverage of broken clean energy markets post BBB our business got BETTER since the BBB"
X Link @chamath 2025-09-21T14:21Z 1.9M followers, 279.6K engagements

"As with all phases of the capital markets cycle there are the pioneers the fast followers mainstream practitioners and the laggards with each group bigger than the one before it. The issue here is that with 19k PE firms this asset class is firmly in the laggard bucket. The only thing that can correct this is distributions. But with few IPOs and without new capital coming into PE there are less opportunities to sell to other PE firmscreating a big negatively reflexive cycle downwards. Some big LP will soon call it and cut their allocation to PE making it ok for others to fast follow and do the"
X Link @chamath 2025-10-02T14:42Z 1.9M followers, 130.7K engagements

"Agreed. What actually happened was that we stopped valuing having a family and instead became hyper focused on individual goals. The myriad books courses content slogans over the past XX years all reinforced the same incentive: your fulfillment is largely from professional endeavors so double down and lean in. The byproduct was that having a family became secondary and conveyed less status. Unless we dismantle these laggard ideas and find incentives to celebrate and elevate family formation our birthrates will continue to fall"
X Link @chamath 2025-07-28T09:42Z 1.9M followers, 960.4K engagements

"I think the odds are non zero that Bryce plays at Arizona for a year declares for the draft and we see him Bronny and Bron all playing on the Lakers in 2026"
X Link @chamath 2025-10-07T21:38Z 1.9M followers, 152.1K engagements

"Its working"
X Link @chamath 2025-04-03T01:32Z 1.9M followers, 4.9M engagements

"More on Chinas economic industrial and tech policies in this weeks deep dive:"
X Link @chamath 2025-10-08T19:48Z 1.9M followers, 49K engagements

"Great 1:1 fireside chat. @Benioff @DavidSacks"
X Link @chamath 2025-10-15T00:02Z 1.9M followers, 203.2K engagements

"Katie Porter would like to run the fifth largest economy in the world"
X Link @chamath 2025-10-07T23:53Z 1.9M followers, 897.1K engagements

"Tariffs dont create inflation. Our experts were wrong again. Having a PhD in economics doesnt make you smarter or more likely to predict the future - in fact these days it turns out youre more likely to be a contra indicator"
X Link @chamath 2025-09-10T14:51Z 1.9M followers, 571.4K engagements

"An observation about TradFi vs Crypto. Whales in TradFi would put big trades on and hope their directional bias would leak and then become the market expectation. In DeFi whales put big trades on and their actions are immediately syndicated and amplified automatically on social media causing their directional bias to become the market expectation"
X Link @chamath 2025-10-12T16:11Z 1.9M followers, 381.3K engagements

"Do this search for yourself and see the green sources vs the red sources. Now ask yourself if this kind of one sided censorship is the best way for you to get the unfiltered truth. It may be that Wikipedia is a massive psyop"
X Link @chamath 2025-09-30T02:09Z 1.9M followers, 15.3M engagements

"Can someone please start CAA for AI people"
X Link @chamath 2025-07-16T19:44Z 1.9M followers, 323.5K engagements

"Yet another example of the decay in the UK. A dysfunctional capital markets married to increasing regulation offers nothing to business owners. Without growing businesses there can be no thriving economy. This is Americas moment to cement its place as the singular destination anywhere in the world for raising capital"
X Link @chamath 2025-09-30T14:06Z 1.9M followers, 605.8K engagements

"I think its the difference between inherited vs evolved differentiation. People can excuse people who were born different. They can jump they can sing I cannot. Being the rationalization. Its much harder however for people to confront someone who was born the same as them but committed to work development and risk taking and then succeeded. These are non-immutable traits and are available for everyone to express. Those that do and are rewarded however tend to alienate the umpteen masses that cant get out of their own way"
X Link @chamath 2025-10-11T19:45Z 1.9M followers, 203.2K engagements

"An important feature of Grokipedia will be The Big Diff List: A list of the most manipulated Wikipedia pages (from the Grokipedia truth baseline) so that Google search deboosts those pages from search AND Common Crawl excludes them from training data. In other words if the human editors and their funders at Wikipedia are engaged in misinformation and content manipulation Grokipedia can hold them accountable and shine a bright light on it so those that feed Wikipedia its traffic act"
X Link @chamath 2025-10-05T15:47Z 1.9M followers, 365K engagements

"Biden drained the SPR to help push down US CPI when oil looked like it was going to $XXX. How does oil not spike again now on the back of two hot wars (Israel-Hamas and Russia-Ukraine) and a 1.5M barrel production cut by OPEC with an SPR that is at the same level it was in the mid 1980s If inflation then spikes back up what does the Fed do The Fed is already in a game of chicken with the bond market and is under a lot of pressure to do no harm and ideally start the cutting cycle soon. This would make that path much less likely. And if all of these events roil the capital markets and"
X Link @chamath 2023-10-08T05:31Z 1.9M followers, 1.5M engagements

".@OrlandoBravoTB is one of the goats. Hes singularly focused on DPI and has built ThomaBravo into an incredible platform. He also has an inspiring story from growing up in Puerto Rico to climbing the top of the PE mountain. Worth a watch"
X Link @chamath 2025-10-15T16:18Z 1.9M followers, 144.7K engagements

"Non Farm Payrolls are total garbage so I asked Grok: Hey Grok go look at the Bureau of Labor Statistics website for their non farm payrolls data. Tell me how many times their original forecasts have been revised since Jan 2020. And of those revisions how many times the data was revised up versus down. Categorize this during the Biden versus Trump presidencies. Bottom line is that BLS isnt so much conspiratorial as it is inadequate in its approach. They are all over the place and add little directional signal. They constantly revise and in both directions. The sampling techniques they use are"
X Link @chamath 2025-08-02T13:10Z 1.9M followers, 4M engagements

"This is a dangerous and slippery slope for the UK"
X Link @chamath 2025-09-27T13:09Z 1.9M followers, 531.4K engagements

"We made a big leap with Software Factory this week: We can now back-propagate from legacy code weve never seen into an accurate architecture blueprint (and PRD) in one shot. Then you can go forward with new features on legacy code adhering to the architecture. This is a critical feature for any large organization with millions/billions of lines of legacy code that you have to work with and cant just clean-sheet around. We are still early (read: this will get much much better over the next few iterations) but it is really coming together nicely"
X Link @chamath 2025-08-24T07:37Z 1.9M followers, 150.6K engagements

"The simple solution for hyperscalers is as follows: Option A: agree to a higher rate base with the utility so that you can guarantee people in the local geography wont see increased electricity rates. Option B: agree to pay for resi solar + storage for local citizens so they wont see increased electricity rates. Either way if the hyperscalers dont use their gobs of free cashflow to cushion the inflation of electricity rates you should expect to see a lot more pushback"
X Link @chamath 2025-10-11T04:03Z 1.9M followers, 289.7K engagements

"This week in America All In is #1 in Tech we have X shows in the top XX and are #13 overall"
X Link @chamath 2025-09-28T16:32Z 1.9M followers, 203.1K engagements

"Jensen describes the status quo very accurately. America needs to massively increase our energy output so the rest of our competitive advantages can compound unimpeded"
X Link @chamath 2025-10-09T15:55Z 1.9M followers, 294.2K engagements

"Dont take it from me. Its harder to ignore though when coming from an energy goat"
X Link @chamath 2025-10-11T19:47Z 1.9M followers, 214.5K engagements

"Here is some additional data related to my commentshopefully this helps the cope"
X Link @chamath 2025-10-06T15:11Z 1.9M followers, 330.2K engagements

"Just spoke to @NYSE and I asked them to reserve two possible tickers. Please choose the one you would like"
X Link @chamath 2025-06-20T00:02Z 1.9M followers, 476.5K engagements

"This is not social justice reform when someone like this walks the streets. This is chaos. Listen to this father"
X Link @chamath 2025-10-01T16:17Z 1.9M followers, 1.6M engagements

"China is not known for emotional decisions so take this at face value"
X Link @chamath 2025-07-24T15:04Z 1.9M followers, 4.6M engagements

"The marginal cost of compute is going to zero. The marginal cost of energy is going to zero. Plan accordingly"
X Link @chamath 2025-07-16T11:36Z 1.9M followers, 2.1M engagements

"What I read this week. 1) This was a big week for AI video generation with Meta launching Vibes on September XX and OpenAI following five days later with Sora X. Meta moved first with Vibes an AI video feed within the Meta AI app built in partnership with MidJourney and Black Forest Labs. The app allows for native image to video generation with a restyle option and music addition. The app also links to Instagram by allowing remixes when you see a Vibes video on your feed. The launch landed awkwardly with a wave of critics. The skepticism was focused on how the tool will be used to lock users"
X Link @chamath 2025-10-04T18:22Z 1.9M followers, 92.1K engagements

"💯 Be pragmatic and think for yourself at all times"
X Link @chamath 2025-10-04T15:56Z 1.9M followers, 230.3K engagements

"Oldie but a goodie. I did this almost five years agoas the stock approaches $XXX this was definitively one of the few SPAC deals of that era that worked No crying in the casino"
X Link @chamath 2025-10-14T00:09Z 1.9M followers, 324.8K engagements

"What I Read This Week. 1) China Tightens Control over Minerals and Money On October 9th China added five heavy rare earths to its export-control list and requires licensing for processing equipment that will go into effect on December 1st. The move is framed as a safeguard to national security with some space carved out for applications in humanitarian aid. Anything else that is dual use with even XXX% value in their rare earths will need to submit relevant documents for approval. China is consolidating control upstream of every semiconductor fab AI data center robotics company defense"
X Link @chamath 2025-10-11T17:41Z 1.9M followers, 129.7K engagements

"Shes right wing (ish) and believes in deficit spending when there is a high savings rate. IOW money printer in Japan about to go brrrrrrrr"
X Link @chamath 2025-10-06T15:29Z 1.9M followers, 370.2K engagements

"It used to be the case that tech companies viewed each other as the competition. These deals increasingly show that the competition is everyone NOT in tech. The haves/have nots are becoming very brightly delineated rn"
X Link @chamath 2025-10-06T13:10Z 1.9M followers, 139.7K engagements

"True. China is formidable but so is America. We need to have complete internal resiliency. The critical capabilities to support our society must not be gated by another country and their priorities"
X Link @chamath 2025-10-11T03:16Z 1.9M followers, 326.1K engagements

"Probably not ideal that wherever you go or whatever index you buy you end up buying the same thing"
X Link @chamath 2025-10-07T21:41Z 1.9M followers, 256.6K engagements

"Good to see Democrats in California embracing an outsider for Governor"
X Link @chamath 2025-10-08T02:32Z 1.9M followers, 343.5K engagements

"The knock-on effect of a biased Wikipedia: LLMs ingest and learn from a biased Wikipedia and then becomes biased itself Ask yourself if this is the best way to know whats actually going on"
X Link @chamath 2025-10-02T16:21Z 1.9M followers, 183.1K engagements

"This was what I was hoping to fix with SPACs. You may not like SPAC founder promotes or other forms of value transfer to intermediaries but you can never claim it wasn't disclosed. The Circle IPO and ALL traditional IPOS are the opposite. Value is transferred to randoms and it makes no sense. In order to get the IPO off the team at Circle had to sell 14.4M shares at the IPO price of $XX for total proceeds of $446M. These shares were "bought" by the IPO bank and then sold to their best clients. Those 14.4M shares are now worth $3.456B. Meaning the employees that sold these shares lost out on"
X Link @chamath 2025-06-20T19:00Z 1.9M followers, 1.2M engagements

"President Trump got Intel to give Team America XX% of itself at $X. An insane negotiation. All of this upside accrues to American taxpayers which is really incredible. Trump now has a better IRR than Buffett. Deal with it because its mathematically true"
X Link @chamath 2025-10-02T18:59Z 1.9M followers, 484.3K engagements

"- Small government - Fiscal responsibility - Social tolerance - Freedom of speech - Hi quality public schools - Pensions for the old - Healthcare for the sick - Secure border + legal immigration - No wars The first and last items are revolutionary. They would create a society that includes the money and will to ensure all the items between them"
X Link @chamath 2023-07-11T06:28Z 1.9M followers, 1.1M engagements

"They are definitely going to trybut a XXX% China tariff by POTUS is a very smart response. With 20%+ youth unemployment in China the tariff attacks at the heart of a fragile Chinese economy"
X Link @chamath 2025-10-11T15:04Z 1.9M followers, 868K engagements

"Good thing this mouthpiece of Globalist rhetoric is literally ALWAYS wrong. PS - Your cover just convinced me this will work"
X Link @chamath 2025-04-03T16:59Z 1.9M followers, 1.5M engagements

"Everything is markets. Incredibly proud to be a partner of @Polymarket and @shayne_coplan. This guy is a beast. Also personally Im excited to work more closely with Jeff Sprecher and @NYSE"
X Link @chamath 2025-10-07T16:14Z 1.9M followers, 195.6K engagements

"To be very clear Trump did not kill solar. In fact the best run solar businesses are thriving post BBB. What Trump did precisely is kill a bunch of Biden-era subsidies that were being taken advantage of by many companies to pervert a free market from well functioning to dysfunctional. Without subsidies the worst run companies in solar are rapidly going out of business. Its now possible to compare coal oil natural gas and solar on a mostly like-for-like basis. This is leading to more overall capital and more investment not less in energy production. It will mean that some projects however no"
X Link @chamath 2025-10-11T20:21Z 1.9M followers, 399.3K engagements

"I spent time with Blackstones Global Head of Real Estate Nadeem Meghji today. I came away really excited about the scale of data center energy and infrastructure development that the world will need and how we can work together to do it. I was also really impressed with what he and Blackstone have built and more personally that he also grew up in Canada before moving to the US like me"
X Link @chamath 2025-09-25T23:53Z 1.9M followers, 419.9K engagements

"What will Arabella and Soros fund now"
X Link @chamath 2025-10-13T17:53Z 1.9M followers, 204.5K engagements

"The GOAT has spoken: No crying in the casino"
X Link @chamath 2025-04-05T01:12Z 1.9M followers, 511.2K engagements

"In a world of useful AI chat bots and agents the need and usefulness of many existing modalities will be challenged. Take browsers and payment flows. Today if you need something you use a browser and search for it. You then go to that site load up your cart and then check out putting in your payment details. Tomorrow you can just tell the AI what you roughly need. It will then go out do all the hard work of comparison and search and deliver you an elegant summary of the results so you can click on everything you want. Then an agent will load up all of those carts on your behalf. It will also"
X Link @chamath 2025-08-31T16:02Z 1.9M followers, 282.7K engagements

"@CamAdelipour I spent $7M to give individual families in central California clean drinking water"
X Link @chamath 2025-10-13T18:08Z 1.9M followers, 7234 engagements

"@jaltma Well said"
X Link @chamath 2025-10-11T15:59Z 1.9M followers, 8021 engagements