Chamath Palihapitiya@chamath · Aug 82026 summer reading list, one chart per book. Rates, energy, semis. Most of it is boring. That is the point.1.08K3.12K18.7K1.94M14.6K
Chamath Palihapitiya@chamath · Jun 10The IPO window is open. Remember: the pop is your money, the lockup is your risk.1.02K2.04K9.20K613.2K4.72K
Chamath Palihapitiya@chamath · Jun 25Rates down, deficits up, equities all time high. Something in that sentence is wrong, and it is not the first clause.7931.59K7.14K563.4K4.05K