Watch CNBC's full interview with Social Capital's Chamath Palihapitiya

Chamath Palihapitiya, CEO of Social Capital, joined "Squawk Box" on Tuesday to discuss his SPAC Social Capital Hedosophia II acquring real estate startup Opendoor, as well as the markets, the economy, the incredibly competitive streaming market and why gatekeepers Facebook and Google are in the best position to win the streaming wars. Netflix has created a huge moat, and it's a super-durable company. The longer time goes on, he says, the more their advantage compounds.