저자: ChamathPalihapitiya · 외국인
요약 보기
결론: 챠마스는 비트코인·아마존·테슬라 등 과거 투자 성과를 바탕으로 장기 보유 철학과 소셜캐피털 3.0 공개기업 전환 계획을 강조하며, 구체적인 단기 가격 전망은 제시하지 않았다. 투자 철학: 2012년 비트코인, 2014~15년 아마존, 2015년 테슬라에 공격적으로 투자한 경험을 언급했다. 버핏처럼 영구자본을 장기간 운용하는 방식을 지향하며, 버진갤럭틱·클로버헬스·오픈도어·소파이 등 보유 종목은 쉽게 팔지 않는다고 말했다. 자금 운용: 운용 규모는 약 100~150억 달러로 추정했다. 최근 가족사무소의 유동성 요청으로 버진갤럭틱 주식 수백만 주를 매도했으나, 그 외 보유 주식은 매도하지 않았다고 했다. 구조 개편: 소셜캐피털 1.0은 벤처펀드, 2.0은 가족사무소, 3.0은 향후 2~3년 내 추진할 공개기업 형태다. 투명성을 높이기 위해 투자자 콜과 애널리스트 데이를 열겠다는 계획을 밝혔다. 교육 및 메시지: 젊은 세대에게 투자 교육을 해야 한다고 강조했고, 버핏 이후 이를 이어받을 인물이 필요하다고 말했다. 리스크: 유동성 제약으로 인한 보유 자산 매도 가능성과, 조직 정리가 늦어지는 문제가 언급되었다. 출연자 전망: 특정 종목·지수에 대한 1~3개월 방향성 발언은 없었다. 장기적으로 65세까지 운용을 이어가겠다는 의지만 밝혔다.
다듬은 글
i'm eric schatzker and welcome to bloomberg's front row today i'm talking to chamath palahapitya the larger-than-life founder of social capital chamoth made his mark as a disruptive force in silicon valley now he's upending wall street as the king of spax and superhero to the robin hood crowd on reddit his immodest goal to build a berkshire hathaway for the social media generation chamath has set his sights on everything from crypto currencies to etfs we had a lot of ground to cover how chamath made his first 10 billion dollars jamaat you're an experienced investor you're an experienced manager and you can argue persuasively for the 20 percent promote or carry if you prefer that you earn an expat transaction there are people raising specs who have no experience as investors no experience running companies is that movie going to end well the good news is humans are adaptive and i think the answer is yes we will be okay will there be a bunch of bumps along the way i think so too um and so yeah we have a real responsibility to educate um and teach people but again you know we need brands to do that because you know nobody's gonna listen to buffett buffett doesn't have the energy to to say what he said 30 and 40 years ago in 2021 and that's okay he's burned the right to basically chill out and be the goat but there has to be other folks that take that mantle and you know take the baton and do it as well to this younger generation in the language they understand and look you know to your point that's why people say like who is this guy well who i am is a byproduct of my generation and my media culture which is faceted not always great facets but multifaceted and so you have to speak in the language of the times in order to get your point across so think big for a minute if you really want to disrupt a game rigged in favor of insiders at the expense of the outsiders how else would you like to transform finance um i do want to have a berkshire-like instrument that is all things you know i mean not to sound egotistical about all things all things social capital look i mean i was the one that backed up the truck in 2012 on bitcoin you know 2014 and 15 in amazon 2015 in tesla um you know these facts are doing well um you know i i can be a little judgmental at times but i'm a good decision maker and i think i know where the world's roughly going and i want to translate that i've made enough money for myself it doesn't really float my boat um i do it as a demarcation of success and to keep the pressure on but the best pressure for me was if i you know was was an instrument that retail normal ordinary folks could use to close the inequality gap for themselves one of the things buffett did was effectively hold forever right put his permanent capital to work and almost never sold is that you as well is the money that you have in whether it's virgin galactic or clover health or open door sofi permanent capital that you're never taking out um yes but with an asterisk but you know buffett became a billionaire at 58.
i because of facebook quite honestly got extremely lucky in my early 30s but this last decade has been training and you know these last few years now i'm really on the field i got my pads on and i feel like i can play as good as anybody else but the reality is all of the things i want to do vastly outweighs the capital that i have you know probably i'm you know running 10 plus billion dollars 10 15 billion i don't know the exact number to be completely honest i should um but i am risk on and i am moving a lot of balls down the field myself and my team um and the reality is that those things sometimes consume capital so at the end of last year you know my family office called and said hey uh dummy uh you know you need to put a little bit of money here just to like make sure that we have liquidity and we can keep doing all these things and so i had to sell you know a couple million shares of virgin i didn't want to i haven't sold a single share of anything uh that i've done uh in the spat platform um in the pipes other than the those few million shares of virgin so if given my brothers eric and if like you know um if i if i could if i could really just go for it uh i wouldn't sell the share of anything i buy because i believe in you but every now and then i run up into liquidity constraints like everybody else and i get a call and they say c'mon stop slow down and i say no and then they say okay then at least give me us give us a little buffer here so that we can continue to do all the things you want is the 10 to 15 billion dollars you're marshaling is that money inside social capital or is that in total does that include what you're doing in your family office and personal holdings that you may have and say bitcoin or tesla or amazon or facebook or whatever i know it's like the totality of everything but it's like sloshing around in a bunch of like llc like this is the thing like like social capital is more of a name you know meaning is it an entity yeah technically there's a company with the name social capital on it but you know everything is flowed through a byzantine bunch of llc's and this and that that that i personally own this is why you know part of the work now that i have to do this year is reorganize myself so you know social capital 1.0 was a traditional um set of venture funds called social capital um social capital 2.0 is basically my family office but and for social capital 3.0 to become a reality which i would like to do in the next couple of years i have to do some cleanup work now and again this is sort of like you know when when uh when the music's on you have to be dancing and so i haven't had time to do that because you know i see opportunities and i want to seize them and i want to invest thinking that i'll just come back and clean up whatever organizational mess is created afterwards and this social capital 3.0 would be a public company that's my ambition i think that i want to be held accountable to folks i want to look i i've learned that look like i make better decisions when i am authentic and transparent and so the best way to do that is just to be living my life out for everybody to see my professional business side um and so i like the idea of the transparency of the public markets i love the idea of having investor calls um having an analyst day teaching people um learning for people um having a you know a yearly thing that buffett does i would want to do our own it won't be as grandiose or as big but you know maybe it will in 30 or 40 years and so you know i i want to do those things and hey look i'm going to work until i'm 65 and so between now and 65 that's the goal well i wish you luck with those goals and i look forward to talking to you along the way it's been a pleasure tremont thank you eric thank you very very much
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