Chamath Palihapitiya's curated basket of seven high-conviction public and private technology company bets.
1 take · first discussed May 9, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Chamath expresses high conviction in the idea that the ideal forward-looking basket of dominant companies — analogous to a "new Magnificent 7" — spans both public and private markets, citing key names like SpaceX and Stripe as examples that remain private due to regulatory and structural burdens. He argues that investors cannot properly capture this opportunity through public-market vehicles alone, and that a hybrid investment vehicle capable of accessing both public and private companies is necessary. Only Chamath's view is represented in the supplied material, so no cross-host agreement or disagreement can be assessed.
Chamath endorses and extends Philippe's framework, arguing that the optimal basket of future dominant companies is partially public and partially private (e.g. SpaceX, Stripe), and that you need a vehicle that can straddle both to own it properly.
The optimal basket of the companies you'd want to own for the future, because of these rules and regulatory burdens, are partially public, partially private. And so you need a vehicle that can straddle both if you want to own it.”1:30:07