Joe Rogan Experience - Chamath Palihapitiya (Video)
In this 5 May 2026 published video, host Joe Rogan talks with Chamath Palihapitiya, a venture capitalist, engineer, founder of Social Capital, and a co-host of the podcast “All-In.” As of May 2026, he continues to manage over $2 billion in assets while increasingly focusing on the “nuts and bolts” of the AI infrastructure boom, specifically the energy and raw material requirements.
Palihapitiya has recently advocated for investing in copper as his top investment pick for 2026. He argues that while the market is focused on software and chips, the massive power requirements of AI data centers will lead to a supply crunch in conductive materials like copper. Following the boom and bust of the early 2020s, he signaled a return to the public markets in late 2025 with the launch of American Exceptionalism Acquisition Corp, a $345 million vehicle targeting transformative companies in AI, defense, or energy. In February 2026, he announced an expansion into fintech through Beast Industries, leading an acquisition of the Gen-Z banking platform Step. In May 2026, he warned that a “power crunch” could severely limit the growth of major AI labs like OpenAI and Anthropic, suggesting that Elon Musk’s control over energy and compute through SpaceX and xAI provides a significant competitive advantage.
https://youtu.be/LSihotD-PQA
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