Chamath's AI

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We recap Chamath Palihapitiya's investment thesis for Box presented at the Ira Sohn Conference last month. He see's Box sitting on the 'Application' layer of the AI stack, and capturing significant value as more enterprises look to extract insights from their growing mountains of data. Let us know what you think of the pitch in the comments below!
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LINK - Full video of Chamath's Box pitch at Sohn:
LINK - Box IR website:
LINK - Social Capital website: /
LINK - Box's Series E on Crunchbase (showing Social Capital Investment):
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Disclaimer: This video is purely my opinion and should not be regarded as factual information. I am not a financial advisor. This is not a recommendation to buy or sell securities. Do not assume any facts and numbers in this video are accurate. Always do your own due diligence. As of 05/09/2018 HyperChange host (Galileo Russell) is invested in shares of Tesla (TSLA), long Maker, Bitcoin and long Boring Company & flamethrowers.
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