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Squawk Pod: Chamath Palihapitiya goes all in on AI, SPACs, IBM, & politics - 07/14/26 | Audio Only
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July 14, 2026
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58:16Now PlayingChamath 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%.
In this episode:
Chamath Palihapitiya, @chamath
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Robert Frank, @robtfrank
Katie Kramer, @Kramer_Katie
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