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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