A thematic basket of companies manufacturing industrial and semiconductor capital equipment.
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.
The collective view on the capital equipment basket is cautiously positive, driven entirely by a single perspective. Chamath, at medium conviction, highlights that assets qualifying for 100% accelerated depreciation under the new tax bill — including planes, boats, generators, tractors, and capital equipment broadly — are experiencing a notable demand surge, describing those markets as "super hot right now." No other hosts weighed in, so there is neither consensus nor disagreement to note. The thesis is purely tax-policy-driven rather than based on underlying business fundamentals of any specific company.
Chamath highlights assets qualifying for 100% accelerated depreciation under the new tax bill — planes, boats, generators, tractors, and capital equipment broadly — as a hot category making those markets 'super hot right now.'
the category of assets that qualify for accelerated depreciation, capital equipment... There's now 100% accelerated depreciation... that is making those markets super hot right now.”1:14:20