Chamath: “$0.70-75 of Every Dollar” of AI Spend Is VC Money. The Real Winners Are Already Publicly Traded

yf_tkr_MSFT · 2026-10-24 · Bullish AI sentiment

$MSFT

[IMAGE CREDIT: Dean Drobot and ภาพของoselote via Canva] Key TakeawaysChamath Palihapitiya estimates that 70 to 75 cents of every dollar spent on AI right now is venture money, spent by AI companies that don’t make a profit. Much of that money ends up at Microsoft, Amazon and Alphabet, and they can survive a shakeout far better than the AI labs paying them.

Sector coverage: Technology · Software - Infrastructure

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