Industrial asset category for machinery and equipment that can benefit from capex demand and tax treatment.
1 take · first discussed Jan 10, 2026
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Among the hosts, only Chamath weighs in on capital equipment, expressing medium-conviction bullishness as of early January 2026. He argues that capital equipment qualifying for 100% accelerated depreciation is an overlooked but top-performing asset category, with the favorable tax treatment driving strong demand in those markets. No other hosts provided views, so there is neither agreement nor disagreement to note. His thesis is primarily tax-driven rather than based on underlying business fundamentals.
Chamath highlights capital equipment qualifying for 100% accelerated depreciation as an overlooked best-performing-asset category, arguing the tax treatment is making those markets very hot.
one category we didn't talk about... assets that qualify for accelerated depreciation, capital equipment... that is making those markets super hot right now.”1:14:12