|
Feb 14
|
|
—
|
LONG
|
Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
|
Coinbase has launched "Agentic Wallets" enabling autonomous AI agents to hold funds, execute trades, and pay for resources, removing human bottlenecks and signaling the arrival of the "Agentic Web" with gasless trading on Base. This infrastructure positions Coinbase at the forefront of the emerging AI-driven financial ecosystem. Increased autonomous agent activity will drive transaction volumes, user growth on Base, and potentially new revenue streams for Coinbase, as it becomes the gateway for AI's financial interactions. Long Coinbase (COIN) as a direct beneficiary of the "Agentic Web" and the increasing financial autonomy of AI agents, leveraging its infrastructure and Base network. Regulatory backlash against autonomous AI financial activity; security breaches or vulnerabilities in Agentic Wallets; intense competition from other crypto exchanges or decentralized protocols; slower-than-expected adoption of AI agents in finance. |
Chamath Palihapitiya
Giving AI Agents Purchasing Power
|
|
Feb 14
|
|
—
|
LONG
|
Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
|
Google DeepMind's Gemini 3 Deep Think shows record-breaking performance in complex scientific, research, and engineering challenges, including optimizing semiconductor material fabrication. Isomorphic Labs (Alphabet subsidiary) launched IsoDDE, a "full-cycle" drug design engine, significantly improving drug discovery. Alphabet (Google's parent company) is demonstrating leadership in foundational AI research and its application across multiple high-value sectors (semiconductors, biotech). These advancements solidify its competitive edge in AI and open new potential revenue streams or efficiency gains across its diverse portfolio. Long Alphabet (GOOGL/GOOG) as a diversified play on advanced AI innovation, benefiting from breakthroughs in core AI reasoning and specialized applications like drug discovery and materials science. Intense competition from other tech giants in AI development; regulatory scrutiny on AI dominance; failure to commercialize these advanced AI capabilities effectively; significant R&D costs without proportional returns. |
Chamath Palihapitiya
Giving AI Agents Purchasing Power
|
|
Feb 14
|
|
—
|
LONG
|
Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
|
Gemini 3 Deep Think is designed to solve complex scientific, research, and engineering challenges, including optimizing fabrication methods for new semiconductor materials. The performance metrics are record-breaking. The ability of AI to design and optimize semiconductor material fabrication methods will accelerate innovation and efficiency in the semiconductor industry. This implies a continued, if not increased, demand for advanced semiconductor manufacturing equipment and specialized materials, as well as the chips themselves, to support these AI-driven advancements. Long Semiconductor Equipment Manufacturers (e.g., ASML, AMAT, LRCX) or a Semiconductor ETF (e.g., SMH, SOXX) as they will benefit from the AI-driven acceleration in materials science and fabrication optimization, leading to higher demand for their products and services. Cyclical downturns in the semiconductor industry; geopolitical tensions impacting supply chains; oversupply of chips; slower-than-expected adoption of AI in manufacturing optimization. |
Chamath Palihapitiya
Giving AI Agents Purchasing Power
|
|
Feb 14
|
|
—
|
LONG
|
Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
|
Isomorphic Labs' IsoDDE more than doubles AlphaFold 3's accuracy in drug design, enabling the discovery of drugs for previously "undruggable" diseases like KRAS and Cereblon. Deep Origin also has a comparable physics-informed docking engine. This represents a paradigm shift in drug discovery, potentially leading to a wave of new drug candidates and treatments for complex diseases. Companies that are either developing these advanced AI platforms or are early adopters of such technologies in their R&D pipelines stand to gain significantly from accelerated and more effective drug development. Long Biotech Innovation ETF (e.g., ARKG, XBI) or specific biotech companies heavily investing in AI-driven drug discovery, as the IsoDDE breakthrough signals a new era of accelerated and more effective drug development. High failure rates inherent in drug development; regulatory hurdles for new AI-designed drugs; intense competition in the AI drug discovery space; long lead times for commercialization; ethical concerns surrounding AI in drug design. |
Chamath Palihapitiya
Giving AI Agents Purchasing Power
|