The tweet was deleted by the author.
But we saved everything 🙂.
Chamath Palihapitiya suggests that artificial intelligence is playing a major role in reshaping how risky assets are priced. He argues that the changes driven by AI are likely structural rather than temporary or transient.
According to Palihapitiya, the emergence of digital super-intelligence could enable rapid disruption of competitors, leading to a fundamental shift in market dynamics for risk assets.
Palihapitiya has previously questioned whether 3–5% equity yields remain attractive as a safe harbor if artificial general intelligence becomes possible, according to a recent post (link). He has also raised the issue of who will control token pricing power in the coming years, asking whether token providers or token consumers will have the upper hand (link). The comments reflect ongoing discussions about technology and risk assets.