Billionaire venture capitalist Chamath Palihapitiya says investors are moving into risk-off mode as profit-taking follows a strong tech earnings cycle. On the latest episode of the All-In Podcast, Chamath Palihapitiya says investors and traders are digesting unprecedented infrastructure commitments across big tech and weighing how the spending wave will filter into future earnings. He says investors are not reacting to personalities or headlines, but to a natural reset after a record stretch of AI-driven gains and fierce expectations for results. “There are two sets of things that are happening. The first set of things is that the market is learning…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
IBM’s chief executive says Wall Street’s anxiety over an AI bubble may be missing the broader structural shift underway. In a CNBC interview, IBM chief executive Arvind Krishna pushes back against AI bubble talks, noting that enterprise adoption patterns show durable demand. While Krishna rejects bubble talk, he notes that the AI buildout is likely on the path of sucking in more investments than it should. “I think that they are overblown. It’s not quite a bubble. Could there be overinvestment? Always when there is a new technology, you’re going to get a bit of overinvestment. Many will thrive but…
A sharp reset in crypto leverage may be setting the stage for a longer bull market, according to new research from Coinbase. In its latest institutional monthly report, Coinbase says the recent washout wiped out speculative positioning, clearing the runway for fresh rallies in the coming months. “Following the massive liquidation event on October 10, we believe crypto markets have found a near-term bottom and that positioning is now significantly cleaner. Markets appear to have reset rather than broken. In our view, the sell-off has restored the system to structurally healthier leverage levels.” Coinbase highlights that the crypto meltdown last…
A top Wells Fargo strategist says the biggest drivers of the AI boom now represent the most meaningful risk to the market, as spending pressures build for Big Tech platforms. In a new CNBC interview, Wells Fargo’s Ohsung Kwon says the largest tech firms may be overstretching their financial capacity as they push to come out ahead of the AI race. Kwon marks hyperscalers as the only bear case that could derail his bullish outlook for the market. “I think it’s really the hyperscalers. That’s a little concerning because I think this AI CapEx cycle is still in the early…
Billionaire Jeff Bezos, who built one of the world’s most valuable companies, sees a shift underway that could favor smaller players over the biggest institutions. At the America Business Forum, Bezos says AI is a spark for a surge in invention that could transform industries and reorder competitive power. According to the billionaire, AI is giving individuals and startups the upper hand, noting that large organizations struggle when technology cycles move faster than internal decision-making structures. “There’s never been a better time to be an inventor and a pioneer than right now because the world is on fire with ideas…
AI godmother Dr. Fei-Fei Li says machines have already begun outperforming people in specific cognitive tasks, even as industry leaders downplay the importance of achieving full human-level intelligence. In a panel conversation at the FT Future of AI Summit in London, AI pioneer Li says it is scientifically incorrect to treat human-level AI as a single finish line. Instead, she says machine intelligence already exceeds human capability in certain domains, while remaining fundamentally different from human cognition. “Parts of machines will supersede human intelligence, and part of the machine intelligence will never be the same as human intelligence. They are…
A high-profile market clash is emerging in the AI trade, as “Big Short” duo Michael Burry and Steve Eisman take opposing stances on Palantir (PLTR). Last week, reports surfaced that contrarian investor Michael Burry placed $912.1 million in put options on PLTR in Q3 of 2025, suggesting he expected the stock to collapse. But fellow “Big Short” investor Steve Eisman thinks that Burry’s move to short a fundamentally strong company would lead to a disastrous outcome. In a new episode of The Real Steve Eisman Playbook podcast, he says betting against strength in a bull cycle can lead to a…
A prominent tech investor and venture capitalist says the American taxpayer would win big if the federal government manages to make a deal with Sam Altman’s OpenAI. In a new episode of the All-In Podcast, billionaire Chamath Palihapitiya says recent government deals indicate that the Trump administration is building a sovereign wealth fund for Americans. “If I was the US government, to the extent that we are doing public-private partnerships, if there is a way for us taxpayers to own a piece of OpenAI, I would say great… So before everybody breathlessly complains, whether you see it or not, there is…
Meta is placing one of the biggest technology wagers in American history, betting that massive domestic buildouts will define the next era of artificial intelligence and national competitiveness. In a new update, the company says it is committing more than $600 billion in the US by 2028 to support AI technology, infrastructure and workforce expansion, positioning data-center investment as both a national strategy and a product imperative. The company says its facilities are now driving widespread economic impact as AI workloads scale across industries and consumer applications. “Our data centers don’t just power our technologies and AI work — they…
A leading enterprise software CEO says companies are underestimating the potential of AI agents, noting that executives are thinking too small. In a new post on X, Box CEO Aaron Levie says corporate AI adoption is entering a more expansive phase, with agents poised to unlock workflows that would have been impossible due to cost, scale or labor limits. “Most of the world hasn’t quite caught on to this point yet. We imagine AI as dropping into today’s workflows and just taking what we already do and making it more efficient by 20% or something. Yet most companies realize that…