# Chamath Palihapitiya Goes All In on AI, SPACs, IBM, & Politics 7/14/26

Page: https://stenobird.com/podcast/squawk-pod-254103/chamath-palihapitiya-goes-all-in-on-ai-spacs-ibm-politics-7-14-26
Text version: https://stenobird.com/podcast/squawk-pod-254103/chamath-palihapitiya-goes-all-in-on-ai-spacs-ibm-politics-7-14-26.md
Podcast: [Squawk Pod](https://stenobird.com/podcast/squawk-pod-254103)
Published: 2026-07-14T17:31:40+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/2abef7ca-625f-4c74-9157-968d7da67c81/episodes/6338ddd3-3691-4a83-9a88-71440c23727c/audio/128/default.mp3?aid=rss_feed&awCollectionId=2abef7ca-625f-4c74-9157-968d7da67c81&awEpisodeId=6338ddd3-3691-4a83-9a88-71440c23727c&feed=VHAcgaw_
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JSON: https://stenobird.com/v1/public/podcasts/squawk-pod-254103/episodes/chamath-palihapitiya-goes-all-in-on-ai-spacs-ibm-politics-7-14-26
Duration seconds: 3495

## Resource

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 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%. Stephanie Link - 03:19 Chamath Palihapitiya - 06:32 Robert Frank - 36:06 In this episode: Chamath Palihapitiya, @chamath Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Robert Frank, @robtfrank Katie Kramer, @Kramer_Katie

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## Transcript

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