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 investorviews AI as a “great leveler,” (cnbc.com/2026/07/14/chamath-palihapitiya-ai-to…) 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 (cnbc.com/2026/07/14/ibm-warns-second-quarter-e…) that sent the stock plummeting 23%.

Stephanie Link - 03:19

Chamath Palihapitiya - 06:32

Robert Frank - 36:06

In this episode:

Chamath Palihapitiya, @chamath (x.com/chamath?lang=en)

Joe Kernen, @JoeSquawk (x.com/JoeSquawk)

Andrew Ross Sorkin,@andrewrsorkin (twitter.com/andrewrsorkin)

Robert Frank, @robtfrank (x.com/robtfrank)

Katie Kramer, @Kramer_Katie (x.com/Kramer_Katie)

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