Chamath Palihapitiya@chamath

Big News: $IPOB is merging with @Opendoor and will take them public. More than $1B is being invested to help Opendoor build a legacy company. This is my next big 10x idea (memo attached). Tune into @SquawkCNBC today at 8am ET to hear more. 💪🏽💪🏽

11:56 AM - Sep 15, 2020

1514453,226

Opendoor is an online real estate company based in San Francisco. It makes as-is cash offers to property sellers through an online process, improves and repairs the properties it purchases, and relists them for sale.

• www.opendoor.com/

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Chamath Palihapitiya@chamath

Buffett had Geico. I pick @Metromile. The company announced today that it is going public via a SPAC ($INAQ) and I led the PIPE. This is an incredible company disrupting car insurance and giving customers a best in class experience. My one pager is attached. 🙏🏽

4:47 PM - Nov 24, 2020

3293143,861

Car insurance based on how much you drive. Same great coverage for less.

• www.metromile.com

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Chamath Palihapitiya@chamath

I just made my biggest investment in climate change. $ACTC is merging with @Proterra_Inc to help take it public. I led the $415M PIPE. @Proterra_Inc is NA’s #1 EV bus OEM. The company’s technology, their lead and their revenues made this a no brainer for me. 1-pager attached.

2:42 PM - Jan 12, 2021

5537857,771

Our mission is to advance EV technology to deliver the world's best-performing commercial vehicles.

• www.proterra.com

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Chamath Palihapitiya@chamath

$IPOE is merging with @SoFi to take them public. This is an incredible company in banking and fintech that has the potential for a winner-take-most outcome. Watch @cnbc now or listen to call at 1pm ET ( to hear from me and @anthonynoto. 1-pager below.

4:59 PM - Jan 7, 2021

3527374,912

Leading Next-Generation Financial Services Platform

• www.sofi.com

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Virgin Galactic is an American spaceflight company within the Virgin Group. It is developing commercial spacecraft and aims to provide suborbital spaceflights to space tourists and suborbital launches for space science missions

• www.virgingalactic.com/

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Chamath Palihapitiya@chamath

Let’s see how this plays out over the next few years, but I’m excited to be involved. My memo is below. Questions welcome...

9:25 PM - Jul 21, 2020

851121,073

MP Materials owns and operates Mountain Pass, the only integrated rare earth mining and processing site in North America. Our success will drive the onshoring of jobs, national security and a carbon-reduced future.

• www.mpmaterials.com

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Chamath Palihapitiya@chamath

$IPOC is merging with @Clover_Health to help bring better healthcare across America. Our one pager is attached. You can register to hear about the transaction from myself, Clover CEO Vivek Garipalli and President Andrew Toy at 4pm ET here:

12:48 PM - Oct 6, 2020

1502781,966

Clover Health's mission is to improve every life. Clover Health operates as a next-generation Medicare Advantage insurer, which leverages Clover’s flagship software platform, the Clover Assistant, to provide America’s seniors with highly affordable, “obvious” healthcare plans. By empowering physicians with data-driven, personalized insights at the point of care through the Clover Assistant platform, Clover strives to improve clinical decision-making and outcomes.

• www.cloverhealth.com

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Chamath Palihapitiya@chamath

My latest climate investment: $SPRQ Excited to partner with Apollo and @plaffont to lead the PIPE in Sunlight who is a leader in the residential solar boom. 2023E GMV $4.27B 2023E EBITDA margins of 56% EV today is $1.26B Buying at: 0.29x 2023E GMV 11x 2023E EBITDA

12:03 PM - Jan 25, 2021

2304433,605

We partner with Solar companies and Home Improvement contractors to secure financing for solar systems and home improvement projects. The loans we make available are homeowner-friendly, with a simple approval process and no pre-payment penalties. Partner with us or join our experienced team to enjoy the Sunlight experience.

• www.sunlightfinancial.com/

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Chamath Palihapitiya@chamath

My newest SaaS investment: $TSIA We just announced this morning that $TSIA is merging with @latchaccess and taking them public. This is the “???” from the tweet below. One pager is attached.

Chamath Palihapitiya@chamath

I’m finalizing an investment in “???” and will be leading their PIPE so it will soon be public. Best SaaS company I’ve ever seen/invested in - and, as a public company, it will comp per the table and chart below. One-pager to come soon.

5:03 PM - Jan 21, 2021

9695386,574

11:56 AM - Jan 25, 2021

2313872,895

LatchOS is a full-building operating system of products, software, and services to make every building better.

• www.latch.com/

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Chamath Palihapitiya@chamath

Excited to do the PIPE in ReNew Power as they merge with $RMGB Renew is India’s largest clean energy company with scale in wind and solar. They are playing a huge role in moving one of the world’s most populous countries to clean energy. 83% EBITDA margins 4.6x 2025E EV/EBITDA

2:41 PM - Feb 24, 2021

2154733,866

India's leading renewable energy IPP(Independent Power Producer) with a capacity 9.86 GW of wind & solar power assets in India.

• https://renewpower.in

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Chamath Palihapitiya@chamath

Proud to help bring @BerkshireGrey public by leading their PIPE as they merge with $RAAC. This is an amazing company building robots, AI and software that automate warehouses for customers like Walmart, Target, FedEx and TJX. 2021-2025E Revenue CAGR of 99% EV of $2.2B

2:41 PM - Feb 24, 2021

1803082,676

AI-Powered Robotics Automate Fulfillment.

• https://www.berkshiregrey.com

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Chamath Palihapitiya@chamath

Providing high quality and affordable healthcare is one of today's most critical challenges. This week we launched four SPACs to support the ambitious work being done by biotech companies in neurology, immunology, oncology and organs. We call this Bio 2.0. Full memo attached.

9:36 PM - Jul 2, 2021

3552632,590

Focused on brain and nervous system disorders, target company TBC.

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Chamath Palihapitiya@chamath

Providing high quality and affordable healthcare is one of today's most critical challenges. This week we launched four SPACs to support the ambitious work being done by biotech companies in neurology, immunology, oncology and organs. We call this Bio 2.0. Full memo attached.

9:36 PM - Jul 2, 2021

3552632,590

Oncology - focused on cancers, target company TBC

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Chamath Palihapitiya@chamath

Providing high quality and affordable healthcare is one of today's most critical challenges. This week we launched four SPACs to support the ambitious work being done by biotech companies in neurology, immunology, oncology and organs. We call this Bio 2.0. Full memo attached.

9:36 PM - Jul 2, 2021

3552632,590

Organ Inc - focused on disorders of major organs

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Chamath Palihapitiya@chamath

Providing high quality and affordable healthcare is one of today's most critical challenges. This week we launched four SPACs to support the ambitious work being done by biotech companies in neurology, immunology, oncology and organs. We call this Bio 2.0. Full memo attached.

9:36 PM - Jul 2, 2021

3552632,590

Focused on immunology and inflamation disorders

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