A basket of capital equipment manufacturers including Caterpillar, Siemens, and similar industrial companies.
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 hosts' collective view on the capital equipment basket is represented solely by Chamath, who holds a neutral stance with medium conviction. He flags the sector as a near-term beneficiary of the new tax bill's 100% accelerated depreciation provision, which he argues is already driving strong demand across markets for planes, boats, generators, and heavy equipment. No other hosts weighed in, so there is neither agreement nor disagreement on record. His thesis is policy-driven rather than fundamentals-driven, framing the opportunity as a tax-incentive trade tied to the legislative change.
Chamath highlights capital equipment assets qualifying for 100% accelerated depreciation under the new tax bill as a hot investment category, noting markets for planes, boats, generators, and heavy equipment are surging.
there's one category we didn't talk about... the category of assets that qualify for accelerated depreciation, capital equipment... There's now 100% accelerated depreciation... man, that is making those markets super hot right now.”1:14:15