Last updated Nov 29, 2025
Chamath @ 00:32:56Inconclusive
techgovernment
At some point in the future (no specific date given), large US tech conglomerates such as Google will be broken up into multiple logically distinct business units through regulatory or market-driven actions.
Again, I'm not saying that it should. B [00:32:56.160]: For sure. C [00:32:56.600]: But it will happen.View on YouTube
Explanation

As of November 30, 2025, no major U.S. tech conglomerate such as Alphabet/Google, Meta, Apple, Amazon, or Microsoft has actually been broken up into separate companies by regulators or markets.

  • Alphabet (Google) remains a unified public company, though it faces multiple U.S. antitrust lawsuits (e.g., DOJ search and ad-tech cases) and EU regulatory actions, none of which have yet resulted in a court-ordered breakup or formal corporate split into distinct listed entities.
  • Similarly, Amazon, Apple, Meta, and Microsoft have ongoing antitrust and regulatory scrutiny but no consummated structural breakups.

However, Chamath’s prediction did not include any time constraint; he simply asserted that such breakups “will happen” at some point in the future. Since:

  1. The predicted event (breakups) has not yet occurred, and
  2. The prediction’s time horizon is effectively open-ended (no deadline by which it had to be true),

we cannot yet judge it as definitively right or wrong. It remains unresolved, so the appropriate classification is “inconclusive (too early)”.