Chamath Palihapitiya on Losing Billions, Trump & Is Success a Trap | Nikhil Kamath | People by WTF

Описание: I sat down with Chamath Palihapitiya. He's made billions, lost billions, and says the moment that taught him the most was not the $20 billion Nvidia exit — it was the silence he felt the morning after. We talked about growing up in a broken home and how neglect and pain became fuel, why the arrogant kids always outperform the well-raised ones as founders, and why the most violent reaction to your investment thesis is actually the best signal that you're onto something. He walked me through his framework for portfolio construction — swing for the fences with small bets, never risk ruin on large ones — a lesson he learned by torching $5 billion on SPACs. We also got into Trump, why America needed someone willing to break norms, why Europe is sleepwalking into irrelevance, and why he thinks the next real opportunity is building sovereign AI and media infrastructure country by country.

00:00 Introduction
06:09 Chamath's painful childhood and hunger
11:16 What actually matters beyond success
17:06 Business as a game, not life
22:04 The machine that makes machines
29:11 Trump, trade, and American political reset
37:30 Investing lessons: conviction over consensus
43:12 Bitcoin's structural flaws and limitations
49:56 The conceptual stack for AI investing
55:12 AI hype, valuations, and catastrophising
58:26 Socialism's inevitable rise and boundary fixes
1:03:48 Building sovereign social media from India

#nikhilkamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
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