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- X · 2 Aug 2026 Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
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postPalihapitiya warns data center backlash in Texas, Pennsylvania, Ohio risks 200-300 basis points of GDP
“Texas, Pennsylvania and now Ohio. This is a powder keg and has the potential to unwind 200-300 basis points of annual GDP if it metastasizes. How did it get this bad? The collective leadership of frontier AI has failed miserably in doing the basics: 1. Paint a positive https://t.co/6Uu1IlAtSS”
postPalihapitiya reports carriers excluded AI damages from 82% of general liability policies per state regulators
“The insurance industry has priced the AI risk. Carriers went to state regulators this year asking to exclude AI-related damages from ordinary general liability policies. Regulators approved more than 80% of those requests, and the standard forms behind roughly 82% of”
postPalihapitiya questions if Wisconsin polls were wrong or media tried pushing toward socialism and failed
“Were the polls actually completely off or did a bunch of mainstream media decide to lie and try to push Wisconsin towards socialism? Seems like it failed regardless. https://t.co/ub9hmPXdNi”
postPalihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
“Power is THE binding constraint. Data centers are being shut down, GPUs are sold out, models are being commoditized and spot rates are rising all leads to power being critical. Not fanciful plans for power, future forecasts of BTM or distributed batteries blah blah blah but https://t.co/h0zPeqXtcO”
postPalihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
“The resolution of this trillion dollar bet will happen before EOY 2026. Stakes are enormous on the outcome. Path1: Markets price the Ant IPO and public valuation answers this question. Path2: Harness + Open Model math becomes more precise and well known. It shows material https://t.co/2SgB4KY43S”
postPalihapitiya heard SALP's Anthropic position went unsold and questions why no one reports on valuation concerns
“I heard second hand (so ymmv) that SALP’s Anthropic position was marketed but went unsold. Is this true? Why, if accurate, is no one reporting why nobody bought the private Anthropic portion SALP tried to sell? What does smart, public money think of valuation? Is the below https://t.co/TxfXErosR7”
post“As of today, let’s assume 99% of all code written on the internet is still human written and 1% is agentic. That means 99% of code is sloppy and error ridden. Humans make errors that agents don’t. As agentic code replaces human code, both the error rates and security https://t.co/mZ2Aa0d1ZS”
postPalihapitiya notes Infosys cut revenue forecast as enterprises shift budgets from outsourced hours to controllable AI
“Infosys cut its revenue forecast this week. The reason it gave is that enterprises are moving their budgets out of outsourced hours and into AI they can control. The outsourcing model was built on billing by the hour, which only grows when the work stays slow and manual. So”
69 more posts
postPalihapitiya suggests AI changes IT transformation program vendor selection calculus
“Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when the key question was whether anyone could build the thing at all. But AI changes this. The”
postPalihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”
postPalihapitiya warns quantum bit growth will impact quantum-insecure cryptographic methods
“What is one chart that represents non trivial danger to the status quo? This graph is top of mind for me. People will undoubtedly underestimate the compounding of quantum bits from here. The downstream impact to quantum insecure cryptographic methods, however, cannot be https://t.co/urYBzqh6fp”
postPalihapitiya argues greatest AI margins will eventually flow to those closest to end users
“We know from the desktop and Internet eras that the economics started similarly and then flipped - the greatest margins were ultimately from those closest to the end user. The question is not if this will happen again in AI but when. https://t.co/O8wFcJ6Dj1”
postPalihapitiya notes Anthropic's Fable model only 11% of revenue, sees long J-curve to positive ROI
“Interesting development. The latest models are also the most expensive. One can see a long J curve building, then, to get to positive ROI for these models if folks don’t want to pay for the latest/greatest. On top of that, if most enterprises are realizing that previous https://t.co/ANKAC2zGm1”
postPalihapitiya argues makers can be motivated however they want, users vote with their time
“@JackGavigan @dnapway You can’t have your cake and eat it too. The people that make the things you use are allowed to be motivated however they are motivated. If you don’t like their motivations, use a different product. There is no monopoly on your time such that this isn’t possible. Vote with”
post“@Cernovich I don’t think he outsourced his thinking. He outsourced his penmanship. I’d look through the prose and focus on the message. He’s a 🐐 for a reason and this isn’t an IG reel.”
postPalihapitiya says when top performers speak, listen more and judge less
“@jacobfranek That’s their problem. When a 🐐 speaks, one should listen more, judge less…”
postPalihapitiya tells applicant to apply to 8090 with high agency pitch
“@WillRobinson94X apply and tell us what you want to do. looking for anyone with hi agency”
postPalihapitiya compares AI to typewriter, says it accelerates differentiation between good and bad writers
“@Icanonlyraz Moving from pen and paper to a typewriter only accelerated the differentiation between good and bad writers not diminish it. Helps get you to your desired destination faster. Slop is still slop. Over time, there will be fewer repetitive AI flourishes that stand out. And your”
postPalihapitiya warns Claude's CLAUDE.md-only approach will always cause split brain problems
“@tobi unless they change it it will always lead to split brain...”
postPalihapitiya calls AI disclosure requirements virtue signaling, compares to not disclaiming reading sources
“@Jason This is a dumb new form of virtue signaling. Do you disclose every article you’ve ever read that gives you an opinion when you spout off on X? No. This is how AI also works. He might as well disclaim the entire internet and every written word. If he puts his name behind it,”
postPalihapitiya says if Druckenmiller isn't embarrassed to be AI meat proxy, neither should you be
“If Stan Druckenmiller isn’t embarrassed to be a meat proxy, you shouldn’t be either. It’s like after matches was invented, still celebrating the arduous time to rub two sticks together. Dumb. https://t.co/UB319Irqcd”
postPalihapitiya notes AI capex projected to reach $765B in 2026, passing oil and gas
“AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be true for it to work… https://t.co/STpPLN8wol”
postPalihapitiya recommends post on AI silicon architectures as excellent resource
“If you are interested in AI silicon read this. It’s 💯 https://t.co/rMe4l2xacX”
postPalihapitiya predicts today's chips become mediocre when agents write kernels and new architectures
“@jacobpeake wow. this is super super good. thank you for writing this. one thought: what happens when agents start writing the kernels and new model architectures keep appearing? I think a lot of today’s chips become meh. they were designed by humans for humans. brute-force approaches”
post“@justingough Let’s get there, measure what happens and then figure it out”
postPalihapitiya says AI productivity boom not yet visible, still first inning with shape undetermined
“It’s not in there yet. All that has happened thus far is the breathless burning of tokens and prematurely declared winners and losers. The graph below explains better than any other that we are still in the first inning and the final shape of AI is still very much TBD. https://t.co/nzRWcbgAqi”
postPalihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption
“@JTLonsdale Not saying there aren’t exceptions but I’m talking about the existing, largest companies. Those that comprise the Global 2000. They are the source of most of these tokens and revenues to the labs. Their earnings growth has literally zero to do with AI or anything remotely close…”
postPalihapitiya questions where token volume doubling every 11 weeks goes if not to high-value tasks
“Yet, high value tasks don’t seem to be increasing…so where are all these tokens going?? https://t.co/pvlby1K0io”
postPalihapitiya predicts leaders will commoditize features then drive token consumption as Databricks does
“Step 1. Everyone experiments. Step 2. The leaders start commoditizing features and make them much better for themselves. Step 3. Turn the crank on costs and make each capability high margin. As goes Databricks, others will follow. As a result, token consumption will explode https://t.co/8uOYCqwCLi”
postPalihapitiya explains nuclear reactors taking users off grid will raise electricity prices not lower them
“@RachaelRad This is now how electricity prices work. By building very expensive nuclear reactors and taking other users of electricity off the grid, their prices will go up even more.”
postPalihapitiya would show alien energy chart as source of all human accomplishment
“If an alien visited earth and asked you: “Show me one chart that sits upstream of everything your species has accomplished or will ever accomplish.” What would you show them? I would show them the chart below. From my perspective, as long as we keep this chart going, we will https://t.co/yxMzEa5Byb”
postPalihapitiya notes Zuck never mentions advertising because great engineers want space, search or AI company
“Zuck never mentions it because he knows the great engineers want to work at a space/search/ai company… Not an advertising company. https://t.co/ELf6QSgIFk”
postPalihapitiya asks what nuclear plants will power if people prefer them to data centers
“Lol But what will the nuclear plants power then?! https://t.co/VOCyYhAA3h”
postPalihapitiya lists questions for Anthropic and OpenAI S-1s on token efficiency and steady state usage
“I’m very excited to see the Ant and OAI S-1s. Here are some of the questions I am very interested in: 1. What is the best guess of the steady state number of tokens to accomplish a fixed benchmark task that actually represents real work in a company. To understand what is https://t.co/xesW9MGG3c”
postPalihapitiya explains Software Factory generates rule book then does drift detection after human review
“@DavidSpicer Really well summarized. Thank you. The key step is that after an initial pass to generate a “rule book” one needs a way to do human review so that you can create a snapshot of today’s rules/actions. At that point, the agents can do drift detection and keep things in synch in”
postPalihapitiya argues four recent control planes govern model selection and cost but miss original intent
“On Control Planes… Four companies shipped an enterprise AI control plane in the last two weeks. They all do one thing well which is govern which model answers a request and what it costs. That’s a real problem and I’m glad it’s getting solved. But what none of them capture is”
postPalihapitiya notes 50-80% of software lifetime cost comes post-launch after integrator team leaves
“50 to 80% of a software system's lifetime cost arrives after launch. At launch, a system integrator's delivery team rolls off to the next engagement, so the people who made design decisions are gone before the expensive years begin, and the support begins. Ask who takes the”
postPalihapitiya says major lab zero data retention insufficient for large enterprises
“@draecomino It doesn’t work in all cases as has been shown. It’s “reasonable best efforts” at best. For big companies this will be a non starter as they learn more.”
postPalihapitiya predicts all paths lead to AI on-premises or in VPC
“@Srikantht All worlds lead to AI on prem or VPC imo”
postPalihapitiya says harness should give contextual access without model dependency to preserve memory
“@dragosroua If the harness isn’t dependent on a specific model and can give access to it contextually, then yes.”
postPalihapitiya says third-party harness plus model interchangeability changes enterprise risk profile
“This is a really good development. As model costs converge, the next likely step will be the use of independent 3rd party harnesses/control planes (8090 Software Factory, Palantir, Nous’ Hermes etc). A 3rd party harness + the ability to use any model quasi-interchangeably is https://t.co/GtB9aXKN3d”
postPalihapitiya notes Perimeter changing cancer surgery with intraoperative AI model decisions
“It took longer than expected but Perimeter is changing the nature of cancer surgery… https://t.co/z3OTXv3ElL”
postPalihapitiya says Tesla going all in on solar, sun is nuclear reactor just farther away
“Tesla is going all in on nuclear. Actually it’s going all in on solar but they are the same thing - the sun is a nuclear reactor, just farther away. https://t.co/XuuRCJ1oRS”
postPalihapitiya contrasts technology people who understand hardware versus shorts operating on non-technical priors
“The market is reducing itself to: Technology people who knows how this stuff works Vs Everyone else who has no idea and so gets short because it violates their non-technology priors https://t.co/H4phQiYKDH”
post“Speaker lineup for this year’s Summit is 🔥 https://t.co/ZA3yREULfc”
postPalihapitiya argues SpaceX chart shows neoclouds will be measured on energized compute or tank
“@shaunmmaguire @aaronburnett I don’t think so. People will view this chart and measure neoclouds on energized compute and demand them to be more aggressive. Otherwise they will tank their stocks.”
postPalihapitiya says ByteDance training 10 trillion parameter model with zero distillation proves value destruction
“And if reports are accurate, with zero distillation to jumpstart it. Thus proving many things that are more value destructive than value accreting… https://t.co/4FQqd6xZXB”
postPalihapitiya says Meta should have executed scorched earth pricing two years ago, better positioned now
“Tactical Game Theory: Meta Scorched Earth This should have been Meta’s play two years ago. That said, they are in an even better position to do it now considering the power and compute constraints that are emerging. https://t.co/AIPM6wGzT0”
postPalihapitiya predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
“In a world of agents + harness + application, bottoms up will turn out to be the worst strategic GTM decision of the past decade. Over the next few years, AI will stamp out clone after clone of various bottoms up tools, meanwhile this same tool sprawl will be viewed as part of”
postPalihapitiya cites median DPI barely over zero for 2019-2020 VC vintages as terrible performance
“Overwhelmingly most VCs are terrible practitioners of the craft. “This is best demonstrated by the paucity of DPI that has been generated by most recent fund vintages. In each of the 2019 and 2020 vintages, for instance, median DPIs are still barely over zero, and less than”
postPalihapitiya notes SpaceX facing 34% short interest, recalls Tesla shorts went broke in early days
“@zerohedge this happened in the very early days of tesla as well. they went broke.”
postPalihapitiya says VC returns are horrible, funds should shut down
“@daveclark85 @PeterJ_Walker These returns are horrible. Shut the funds down. 🤮”
postPalihapitiya dismisses TVPI as bullshit metric, says only DPI matters citing Airtable transaction
“@PeterJ_Walker This is a stupid conversation because you’re highlighting the wrong metric. Only thing that matters is DPI. TVPI is bullshit. See today’s Airtable transaction as a reminder.”
postPalihapitiya notes identical prompts produce vastly different token consumption, questions per-token pricing
“Imagine if you priced by the token…hey! Wait a minute!! https://t.co/JPxLEL0yod”
postPalihapitiya clarifies he didn't say intelligence scaling cost would reach zero
“@orskyai I didn’t say this cost would go to $0!”
postPalihapitiya argues AI singularity loop where AGI designs smarter AI repeatedly is now visible in results
“The AI Singularity The argument goes like this: 1. Humans build an AGI. 2. The AGI becomes good at AI research. 3. It designs a smarter AI. 4. That smarter AI designs an even smarter AI. 5. The cycle repeats faster and faster. Looking at the results and capabilities from the”
postPalihapitiya notes DeepSeek API cheap because model 10x smaller than Opus, 5x smaller than others
“Some are saying prices are going to continue to go way down… https://t.co/JnJzQy7Oq4”
postPalihapitiya says opposite of Roose, model capability gains fully priced in and cost going to zero
“@kevinroose Opposite. It’s all priced in. The cost is going to zero. All powers will be unlocked.”
postPalihapitiya congratulates Grok on performance metrics, responding to his own DeepSeek praise
“@OpenAI @deepseek_ai Congrats to @grok and their performance on the Pareto frontier”
postPalihapitiya confirms Claude wrapped in Software Factory is 1.4x cheaper and 1.5x faster, open models 16.4x cheaper
“This is accurate. That said, we are currently working through a rigorous experiment testing closed and open models with and without Software Factory. Early data is super fascinating and backs up the experiment below. https://t.co/vqWV7ISaeX”
postPalihapitiya argues you cannot build a monopoly on intelligence by looking at humanity
“Turns out you can’t build a monopoly on intelligence. Which we would have known simply by looking at humanity.”
postPalihapitiya calls AI models a commodity because many providers achieve similar results simultaneously
“Guess this commodity. Why do I say it’s a commodity? Because the chart shows many providers accomplishing very similar things all at the same time. https://t.co/r0c1bTylIP”
postPalihapitiya highlights DeepSeek completing tasks at 105x lower cost than alternatives
“Why pay $1 when I can pay $105. Said no CFO, CEO or Board Director ever. https://t.co/QoKPFFfORB”
postPalihapitiya expects hyperscalers to monetize services like KYC around models not tokens, holding 6GW through 2029
“@seagoat73 Hyperscalers want 1000 models to exist and thrive. They will make money from various services around models (like KYC) not just serving tokens energized land will always be valuable.”
postPalihapitiya claims Anthropic's funding mechanics and FUD drove Dario's position on open source more than belief
“In many ways, Anthropic’s funding mechanics - claims made, FUD, post money valuations have dictated Dario’s position more than anything else. Even if he really believed this. https://t.co/tbBmvnCO0x”
postPalihapitiya places Tao and Venice in distributed cloud layer when asked about AI stack positioning
“@heider891 @grok It would sit in the cloud part. But in their case, a distributed cloud.”
postPalihapitiya praises nbis as the most technical team, citing Arkady favorably
“@ddSuktqYfJ43941 @thetimmorgan They are the most technical of all of them. I like Arkady and his team very much.”
postPalihapitiya warns all clouds are infantile versus hyperscalers, most neoclouds just directional LPS bets without real tech
“@thetimmorgan All clouds are very infantile relative to the hyperscalers. Doesn’t mean they can’t win over time but the road will be bumpy. Most neoclouds are mostly just directional bets on LPS rn. No real tech and uptime to speak of…”
postPalihapitiya identifies LPS as fastest path to cash-on-cash returns in AI investing as of August 2026
“Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers https://t.co/QSZgT0Gv0S”
postPalihapitiya suggests slop cannon behavior develops naturally in teams rather than by explicit decision
“@Vvikramai I don’t think teams make these decisions explicitly. It just sort of develops naturally. There is a ton of slop cannon behavior that hasn’t gotten sorted out yet.”
postPalihapitiya dismisses latency concerns for harness overhead, noting it is not measured in days over long tasks
“@janstevens Why does that matter? The latency, to the extent there is any, isn’t in months…and unlikely even days over long horizon tasks.”
postPalihapitiya claims modern harness plus open model crushes token consumption while maintaining performance
“A modern harness + open model will crush your token consumption but keep your performance. https://t.co/pcHU8rZY35”
postPalihapitiya claims he has never met a winner who used marijuana regularly when challenged on cannabis stance
“@BigHuni @JGriesler Never met a winner who did marijuana regularly. Maybe your bar is lower.”
postPalihapitiya tells a critic complaining about wine that he never gave that advice and calls them a terrible investor
“@steryously @JGriesler I never told you to do any of that. You must be a terrible investor.”
postPalihapitiya endorses Zuck's essay on whether superintelligence will be centralized or empower everyone
“Zuck’s essay and vision is a really good one. “The defining question of our age isn’t whether superintelligence will exist, but who will have access to it. Will it be centralized and restricted to a few institutions, or will it be a tool that empowers everyone?” “I don’t”
postPalihapitiya agrees OpenAI and Anthropic cannibalizing customers is natural as models commoditize
“@itsolelehmann I agree and it’s the natural resting place as the models themselves get commoditized.”
postPalihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
“They shipped tokenmax. Like softmax but optimized for ARR… https://t.co/smD0eXM637”
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enterprise
postPalihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”
postPalihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption
“@JTLonsdale Not saying there aren’t exceptions but I’m talking about the existing, largest companies. Those that comprise the Global 2000. They are the source of most of these tokens and revenues to the labs. Their earnings growth has literally zero to do with AI or anything remotely close…”
postPalihapitiya argues four recent control planes govern model selection and cost but miss original intent
“On Control Planes… Four companies shipped an enterprise AI control plane in the last two weeks. They all do one thing well which is govern which model answers a request and what it costs. That’s a real problem and I’m glad it’s getting solved. But what none of them capture is”
postPalihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
“Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software”
postPalihapitiya says third-party harness plus model interchangeability changes enterprise risk profile
“This is a really good development. As model costs converge, the next likely step will be the use of independent 3rd party harnesses/control planes (8090 Software Factory, Palantir, Nous’ Hermes etc). A 3rd party harness + the ability to use any model quasi-interchangeably is https://t.co/GtB9aXKN3d”
postPalihapitiya predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
“In a world of agents + harness + application, bottoms up will turn out to be the worst strategic GTM decision of the past decade. Over the next few years, AI will stamp out clone after clone of various bottoms up tools, meanwhile this same tool sprawl will be viewed as part of”
postPalihapitiya corrects commenter mixing equity value with enterprise value on Airtable sale
“@deedydas You’re mixing up equity value with enterprise value.”
postPalihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
“The Build vs Buy Math Just Flipped For thirty years a software renewal was a simple question of renew or shop for a cheaper seat, because building the thing yourself was never realistic. That has changed. Gartner now puts roughly a fifth of enterprise SaaS spend, around”
3 more posts
postPalihapitiya suggests AI changes IT transformation program vendor selection calculus
“Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when the key question was whether anyone could build the thing at all. But AI changes this. The”
postPalihapitiya says major lab zero data retention insufficient for large enterprises
“@draecomino It doesn’t work in all cases as has been shown. It’s “reasonable best efforts” at best. For big companies this will be a non starter as they learn more.”
postPalihapitiya promotes 8090 Software Factory Q&A session for enterprise leaders
“If you are an enterprise product or engineering leader evaluating Software Factory, come join our Q&A on Aug 12. https://t.co/clK67EWCJz”
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data centers
postPalihapitiya clarifies percentage could be misinterpreted as GDP reduction not rate
“@AutismCapital @Polymarket In this case because it could be misinterpreted as a 2-3% reduction of run rate GDP”
postPalihapitiya warns data center backlash in Texas, Pennsylvania, Ohio risks 200-300 basis points of GDP
“Texas, Pennsylvania and now Ohio. This is a powder keg and has the potential to unwind 200-300 basis points of annual GDP if it metastasizes. How did it get this bad? The collective leadership of frontier AI has failed miserably in doing the basics: 1. Paint a positive https://t.co/6Uu1IlAtSS”
postPalihapitiya asks what nuclear plants will power if people prefer them to data centers
“Lol But what will the nuclear plants power then?! https://t.co/VOCyYhAA3h”
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anthropic
postPalihapitiya notes Anthropic's Fable model only 11% of revenue, sees long J-curve to positive ROI
“Interesting development. The latest models are also the most expensive. One can see a long J curve building, then, to get to positive ROI for these models if folks don’t want to pay for the latest/greatest. On top of that, if most enterprises are realizing that previous https://t.co/ANKAC2zGm1”
postPalihapitiya highlights Anthropic spending millions via Politico to warn about technology it builds
“Here is where the money you pay Anthropic is going. Hope you agree!! via Politico: “ANTHROPIC’S ANTI-AI BLITZ: The political war over AI is spilling deeper into the midterms — with one of the industry’s biggest players spending millions to warn voters about the technology it”
postPalihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
“The resolution of this trillion dollar bet will happen before EOY 2026. Stakes are enormous on the outcome. Path1: Markets price the Ant IPO and public valuation answers this question. Path2: Harness + Open Model math becomes more precise and well known. It shows material https://t.co/2SgB4KY43S”
postPalihapitiya confirms Claude wrapped in Software Factory is 1.4x cheaper and 1.5x faster, open models 16.4x cheaper
“This is accurate. That said, we are currently working through a rigorous experiment testing closed and open models with and without Software Factory. Early data is super fascinating and backs up the experiment below. https://t.co/vqWV7ISaeX”
postPalihapitiya claims Anthropic's funding mechanics and FUD drove Dario's position on open source more than belief
“In many ways, Anthropic’s funding mechanics - claims made, FUD, post money valuations have dictated Dario’s position more than anything else. Even if he really believed this. https://t.co/tbBmvnCO0x”
postPalihapitiya heard SALP's Anthropic position went unsold and questions why no one reports on valuation concerns
“I heard second hand (so ymmv) that SALP’s Anthropic position was marketed but went unsold. Is this true? Why, if accurate, is no one reporting why nobody bought the private Anthropic portion SALP tried to sell? What does smart, public money think of valuation? Is the below https://t.co/TxfXErosR7”
post“As of today, let’s assume 99% of all code written on the internet is still human written and 1% is agentic. That means 99% of code is sloppy and error ridden. Humans make errors that agents don’t. As agentic code replaces human code, both the error rates and security https://t.co/mZ2Aa0d1ZS”
postPalihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
“They shipped tokenmax. Like softmax but optimized for ARR… https://t.co/smD0eXM637”
3 more posts
postPalihapitiya questions whether recurring in ARR actually means recurring for Anthropic
“@zerohedge Because the word “recurring” in ARR may not actually mean recurring?”
postPalihapitiya lists questions for Anthropic and OpenAI S-1s on token efficiency and steady state usage
“I’m very excited to see the Ant and OAI S-1s. Here are some of the questions I am very interested in: 1. What is the best guess of the steady state number of tokens to accomplish a fixed benchmark task that actually represents real work in a company. To understand what is https://t.co/xesW9MGG3c”
postPalihapitiya agrees OpenAI and Anthropic cannibalizing customers is natural as models commoditize
“@itsolelehmann I agree and it’s the natural resting place as the models themselves get commoditized.”
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software
postPalihapitiya explains Software Factory generates rule book then does drift detection after human review
“@DavidSpicer Really well summarized. Thank you. The key step is that after an initial pass to generate a “rule book” one needs a way to do human review so that you can create a snapshot of today’s rules/actions. At that point, the agents can do drift detection and keep things in synch in”
postPalihapitiya argues software captures reasonable decisions that drifted from operational reality not stupidity
“@theslowtell We don’t see this. There are many decisions that had reasonable starting points but have now simply drifted from today’s operational reality. It’s now about closing the gap of where things started and what the business actually needs today.”
postPalihapitiya explains usual knowledge management fails because documentation drifts from building day one
“@DeepInsightLabs Good question. The usual failures happen because documentation is usually a separate act from building and often optional. Someone ships something new or a change, then maybe writes it down but the two start to drift apart from day one. Tribal knowledge is then what fills the”
postPalihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
“Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software”
postPalihapitiya notes 50-80% of software lifetime cost comes post-launch after integrator team leaves
“50 to 80% of a software system's lifetime cost arrives after launch. At launch, a system integrator's delivery team rolls off to the next engagement, so the people who made design decisions are gone before the expensive years begin, and the support begins. Ask who takes the”
postPalihapitiya says third-party harness plus model interchangeability changes enterprise risk profile
“This is a really good development. As model costs converge, the next likely step will be the use of independent 3rd party harnesses/control planes (8090 Software Factory, Palantir, Nous’ Hermes etc). A 3rd party harness + the ability to use any model quasi-interchangeably is https://t.co/GtB9aXKN3d”
postPalihapitiya reports 8090 automated 81.4% of Bissell part approvals at half prior cost
“Retiring spreadsheets in favor of software… 8090 built the system that now runs part and model numbering inside BISSELL’s product development organization. The rules that a handful of expert reviewers once enforced by hand are now written into software, requests that follow https://t.co/TuQWZAiRco”
postPalihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
“The Build vs Buy Math Just Flipped For thirty years a software renewal was a simple question of renew or shop for a cheaper seat, because building the thing yourself was never realistic. That has changed. Gartner now puts roughly a fifth of enterprise SaaS spend, around”
3 more posts
postPalihapitiya argues makers can be motivated however they want, users vote with their time
“@JackGavigan @dnapway You can’t have your cake and eat it too. The people that make the things you use are allowed to be motivated however they are motivated. If you don’t like their motivations, use a different product. There is no monopoly on your time such that this isn’t possible. Vote with”
postPalihapitiya tells applicant to apply to 8090 with high agency pitch
“@WillRobinson94X apply and tell us what you want to do. looking for anyone with hi agency”
postPalihapitiya promotes 8090 Software Factory Q&A session for enterprise leaders
“If you are an enterprise product or engineering leader evaluating Software Factory, come join our Q&A on Aug 12. https://t.co/clK67EWCJz”
3 more topics
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regulation
postPalihapitiya notes Fed, OCC and FDIC sunsetted 2011 bank model guidance in April 2026
“What is a model? At a bank, it is the math behind almost every decision: who gets a loan, how much capital to hold, which transactions look like fraud etc etc etc. In April, the Fed, OCC and FDIC sunsetted the guidance banks have used since 2011 to check that math. The new”
postPalihapitiya praises Meta's 52 AG agreement and calls for TikTok and YouTube to follow
“This is AWESOME!! More of this…now we need @tiktok_us @YouTube https://t.co/TrG2Bmkftq”
post“@justingough Let’s get there, measure what happens and then figure it out”
postPalihapitiya argues deregulation waves never simplified rules, rules serve incumbent who writes them
“We’ve been taught about the deregulation wave of the 80s and 90s but there really wasn’t a simplification of the rules back then. The rules just kept increasing unabated. Rules serve only one customer - the incumbent who writes them - directly or through their proxy. Less https://t.co/GJMrzYnbfa”
postPalihapitiya reports carriers excluded AI damages from 82% of general liability policies per state regulators
“The insurance industry has priced the AI risk. Carriers went to state regulators this year asking to exclude AI-related damages from ordinary general liability policies. Regulators approved more than 80% of those requests, and the standard forms behind roughly 82% of”
postPalihapitiya warns EU AI Office can fine 3 percent of global revenue from August 2 for unexplainable systems
“In three days, on August 2, the EU's AI Office can start fining companies up to 3 percent of global revenue, or 15 million euros, for AI systems they cannot explain. The obligations can reach back to violations from August of last year. Most CEOs I talk to are reading that as”
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math
postPalihapitiya notes Fed, OCC and FDIC sunsetted 2011 bank model guidance in April 2026
“What is a model? At a bank, it is the math behind almost every decision: who gets a loan, how much capital to hold, which transactions look like fraud etc etc etc. In April, the Fed, OCC and FDIC sunsetted the guidance banks have used since 2011 to check that math. The new”
postPalihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
“Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software”
postPalihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
“The Build vs Buy Math Just Flipped For thirty years a software renewal was a simple question of renew or shop for a cheaper seat, because building the thing yourself was never realistic. That has changed. Gartner now puts roughly a fifth of enterprise SaaS spend, around”
postPalihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
“The resolution of this trillion dollar bet will happen before EOY 2026. Stakes are enormous on the outcome. Path1: Markets price the Ant IPO and public valuation answers this question. Path2: Harness + Open Model math becomes more precise and well known. It shows material https://t.co/2SgB4KY43S”
postPalihapitiya says opposite of Roose, model capability gains fully priced in and cost going to zero
“@kevinroose Opposite. It’s all priced in. The cost is going to zero. All powers will be unlocked.”
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arr
postPalihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”
postPalihapitiya questions whether recurring in ARR actually means recurring for Anthropic
“@zerohedge Because the word “recurring” in ARR may not actually mean recurring?”
postPalihapitiya corrects commenter mixing equity value with enterprise value on Airtable sale
“@deedydas You’re mixing up equity value with enterprise value.”
postPalihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
“They shipped tokenmax. Like softmax but optimized for ARR… https://t.co/smD0eXM637”
Then and now 18 pairs
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consistent enterprise · 13 days apartThen post
“@draecomino It doesn’t work in all cases as has been shown. It’s “reasonable best efforts” at best. For big companies this will be a non starter as they learn more.”
Now post“Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when the key question was whether anyone could build the thing at all. But AI changes this. The”
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consistent enterprise · 13 days apartThen post
“This is a really good development. As model costs converge, the next likely step will be the use of independent 3rd party harnesses/control planes (8090 Software Factory, Palantir, Nous’ Hermes etc). A 3rd party harness + the ability to use any model quasi-interchangeably is https://t.co/GtB9aXKN3d”
Now post“Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when the key question was whether anyone could build the thing at all. But AI changes this. The”
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consistent enterprise · 11 days apartThen post
“Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software”
Now post“Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when the key question was whether anyone could build the thing at all. But AI changes this. The”
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consistent enterprise · 9 days apartThen post
“On Control Planes… Four companies shipped an enterprise AI control plane in the last two weeks. They all do one thing well which is govern which model answers a request and what it costs. That’s a real problem and I’m glad it’s getting solved. But what none of them capture is”
Now post“Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when the key question was whether anyone could build the thing at all. But AI changes this. The”
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consistent enterprise · 6 days apartThen post
“@JTLonsdale Not saying there aren’t exceptions but I’m talking about the existing, largest companies. Those that comprise the Global 2000. They are the source of most of these tokens and revenues to the labs. Their earnings growth has literally zero to do with AI or anything remotely close…”
Now post“Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when the key question was whether anyone could build the thing at all. But AI changes this. The”
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consistent ai · 2 days apartThen post
“@Icanonlyraz Moving from pen and paper to a typewriter only accelerated the differentiation between good and bad writers not diminish it. Helps get you to your desired destination faster. Slop is still slop. Over time, there will be fewer repetitive AI flourishes that stand out. And your”
Now post“Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when the key question was whether anyone could build the thing at all. But AI changes this. The”
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consistent ai · 1 days apartThen post
“We know from the desktop and Internet eras that the economics started similarly and then flipped - the greatest margins were ultimately from those closest to the end user. The question is not if this will happen again in AI but when. https://t.co/O8wFcJ6Dj1”
Now post“Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when the key question was whether anyone could build the thing at all. But AI changes this. The”
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consistent anthropic · 7 days apartThen post
“I’m very excited to see the Ant and OAI S-1s. Here are some of the questions I am very interested in: 1. What is the best guess of the steady state number of tokens to accomplish a fixed benchmark task that actually represents real work in a company. To understand what is https://t.co/xesW9MGG3c”
Now post“Interesting development. The latest models are also the most expensive. One can see a long J curve building, then, to get to positive ROI for these models if folks don’t want to pay for the latest/greatest. On top of that, if most enterprises are realizing that previous https://t.co/ANKAC2zGm1”
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consistent anthropic · 3 days apartThen post
“@zerohedge Because the word “recurring” in ARR may not actually mean recurring?”
Now post“Interesting development. The latest models are also the most expensive. One can see a long J curve building, then, to get to positive ROI for these models if folks don’t want to pay for the latest/greatest. On top of that, if most enterprises are realizing that previous https://t.co/ANKAC2zGm1”
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consistent writing · 0 days apartThen post
“@Jason This is a dumb new form of virtue signaling. Do you disclose every article you’ve ever read that gives you an opinion when you spout off on X? No. This is how AI also works. He might as well disclaim the entire internet and every written word. If he puts his name behind it,”
Now post“@Cernovich I don’t think he outsourced his thinking. He outsourced his penmanship. I’d look through the prose and focus on the message. He’s a 🐐 for a reason and this isn’t an IG reel.”
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consistent writing · 0 days apartThen post
“@jacobfranek That’s their problem. When a 🐐 speaks, one should listen more, judge less…”
Now post“@Cernovich I don’t think he outsourced his thinking. He outsourced his penmanship. I’d look through the prose and focus on the message. He’s a 🐐 for a reason and this isn’t an IG reel.”
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consistent writing · 0 days apartThen post
“@Icanonlyraz Moving from pen and paper to a typewriter only accelerated the differentiation between good and bad writers not diminish it. Helps get you to your desired destination faster. Slop is still slop. Over time, there will be fewer repetitive AI flourishes that stand out. And your”
Now post“@Cernovich I don’t think he outsourced his thinking. He outsourced his penmanship. I’d look through the prose and focus on the message. He’s a 🐐 for a reason and this isn’t an IG reel.”
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consistent writing · 0 days apartThen post
“If Stan Druckenmiller isn’t embarrassed to be a meat proxy, you shouldn’t be either. It’s like after matches was invented, still celebrating the arduous time to rub two sticks together. Dumb. https://t.co/UB319Irqcd”
Now post“@Cernovich I don’t think he outsourced his thinking. He outsourced his penmanship. I’d look through the prose and focus on the message. He’s a 🐐 for a reason and this isn’t an IG reel.”
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consistent tokens · 2 days apartThen post
“Yet, high value tasks don’t seem to be increasing…so where are all these tokens going?? https://t.co/pvlby1K0io”
Now post“It’s not in there yet. All that has happened thus far is the breathless burning of tokens and prematurely declared winners and losers. The graph below explains better than any other that we are still in the first inning and the final shape of AI is still very much TBD. https://t.co/nzRWcbgAqi”
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consistent tokens · 1 days apartThen post
“@JTLonsdale Not saying there aren’t exceptions but I’m talking about the existing, largest companies. Those that comprise the Global 2000. They are the source of most of these tokens and revenues to the labs. Their earnings growth has literally zero to do with AI or anything remotely close…”
Now post“It’s not in there yet. All that has happened thus far is the breathless burning of tokens and prematurely declared winners and losers. The graph below explains better than any other that we are still in the first inning and the final shape of AI is still very much TBD. https://t.co/nzRWcbgAqi”
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consistent data centers · 1 days apartThen post
“Lol But what will the nuclear plants power then?! https://t.co/VOCyYhAA3h”
Now post“Texas, Pennsylvania and now Ohio. This is a powder keg and has the potential to unwind 200-300 basis points of annual GDP if it metastasizes. How did it get this bad? The collective leadership of frontier AI has failed miserably in doing the basics: 1. Paint a positive https://t.co/6Uu1IlAtSS”
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consistent software · 0 days apartThen post
“@DeepInsightLabs Good question. The usual failures happen because documentation is usually a separate act from building and often optional. Someone ships something new or a change, then maybe writes it down but the two start to drift apart from day one. Tribal knowledge is then what fills the”
Now post“@DavidSpicer Really well summarized. Thank you. The key step is that after an initial pass to generate a “rule book” one needs a way to do human review so that you can create a snapshot of today’s rules/actions. At that point, the agents can do drift detection and keep things in synch in”
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consistent software · 0 days apartThen post
“@theslowtell We don’t see this. There are many decisions that had reasonable starting points but have now simply drifted from today’s operational reality. It’s now about closing the gap of where things started and what the business actually needs today.”
Now post“@DavidSpicer Really well summarized. Thank you. The key step is that after an initial pass to generate a “rule book” one needs a way to do human review so that you can create a snapshot of today’s rules/actions. At that point, the agents can do drift detection and keep things in synch in”
Minutes 29 quotes
everything on record, newest first
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Palihapitiya notes Fed, OCC and FDIC sunsetted 2011 bank model guidance in April 2026
X bankingbanks -
Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
X arrcash flow -
Palihapitiya warns quantum bit growth will impact quantum-insecure cryptographic methods
X compoundingcryptography -
Palihapitiya argues greatest AI margins will eventually flow to those closest to end users
X aibusiness models -
Palihapitiya compares AI to typewriter, says it accelerates differentiation between good and bad writers
X aidifferentiation -
Palihapitiya notes AI capex projected to reach $765B in 2026, passing oil and gas
X 2026ai capex -
Palihapitiya predicts today's chips become mediocre when agents write kernels and new architectures
X aiamd -
Palihapitiya clarifies percentage could be misinterpreted as GDP reduction not rate
X gdppolymarket -
Palihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption
X aibuilding -
Palihapitiya says chart was going to be his second choice
X -
Palihapitiya explains nuclear reactors taking users off grid will raise electricity prices not lower them
X energynuclear -
Palihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
X enterpriseenterprise software -
Palihapitiya reports carriers excluded AI damages from 82% of general liability policies per state regulators
X aicarriers -
Palihapitiya notes 50-80% of software lifetime cost comes post-launch after integrator team leaves
X costdesign -
Palihapitiya says major lab zero data retention insufficient for large enterprises
X aienterprise -
Palihapitiya says third-party harness plus model interchangeability changes enterprise risk profile
X aicontrol -
Palihapitiya contrasts technology people who understand hardware versus shorts operating on non-technical priors
X aicoreweave -
Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
X compute capacitymodels -
Palihapitiya predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
X agentsai -
Palihapitiya cites median DPI barely over zero for 2019-2020 VC vintages as terrible performance
X craftdpi
9 more the default view shows 20
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Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
build-vs-buybuilding“The Build vs Buy Math Just Flipped For thirty years a software renewal was a simple question of renew or shop for a cheaper seat, because building the thing yourself was never realistic. That has changed. Gartner now puts roughly a fifth of enterprise SaaS spend, around”
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Palihapitiya clarifies he didn't say intelligence scaling cost would reach zero
costhardware“@orskyai I didn’t say this cost would go to $0!”
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Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
2026anthropic“The resolution of this trillion dollar bet will happen before EOY 2026. Stakes are enormous on the outcome. Path1: Markets price the Ant IPO and public valuation answers this question. Path2: Harness + Open Model math becomes more precise and well known. It shows material https://t.co/2SgB4KY43S”
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Palihapitiya says opposite of Roose, model capability gains fully priced in and cost going to zero
aicost“@kevinroose Opposite. It’s all priced in. The cost is going to zero. All powers will be unlocked.”
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Palihapitiya highlights DeepSeek completing tasks at 105x lower cost than alternatives
aibenchmark“Why pay $1 when I can pay $105. Said no CFO, CEO or Board Director ever. https://t.co/QoKPFFfORB”
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Palihapitiya warns all clouds are infantile versus hyperscalers, most neoclouds just directional LPS bets without real tech
cloudhyperscalers“@thetimmorgan All clouds are very infantile relative to the hyperscalers. Doesn’t mean they can’t win over time but the road will be bumpy. Most neoclouds are mostly just directional bets on LPS rn. No real tech and uptime to speak of…”
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Palihapitiya identifies LPS as fastest path to cash-on-cash returns in AI investing as of August 2026
2026ai“Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers https://t.co/QSZgT0Gv0S”
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Palihapitiya warns EU AI Office can fine 3 percent of global revenue from August 2 for unexplainable systems
ai policyaugust“In three days, on August 2, the EU's AI Office can start fining companies up to 3 percent of global revenue, or 15 million euros, for AI systems they cannot explain. The obligations can reach back to violations from August of last year. Most CEOs I talk to are reading that as”
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Palihapitiya says cannabis needs tight toxicity controls and labeling, calling it gross and turning users into zombies
alcoholcannabis“@JGriesler I’m not fighting cannabis reform in any way shape or form. My view is that cannabis needs tight toxicity controls and labeling. It is turning an entire generation of users into zombies. I find it gross - smells awful and regular users become rejects.”
Posts 10 posts
top 10 by rank, newest first
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post Palihapitiya warns data center backlash in Texas, Pennsylvania, Ohio risks 200-300 basis points of GDP
https://x.com/chamath/status/2090409844314345500
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post Palihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
https://x.com/chamath/status/2088943590093275277
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post Palihapitiya reports carriers excluded AI damages from 82% of general liability policies per state regulators
https://x.com/chamath/status/2088350985739755860
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post Palihapitiya reports Gallup tracks reports per manager jumped 11 to 12 in one year, fastest in decade
https://x.com/chamath/status/2087790403424600436
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post Palihapitiya questions if Wisconsin polls were wrong or media tried pushing toward socialism and failed
https://x.com/chamath/status/2087525604203634779
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post Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
https://x.com/chamath/status/2085631260722921760
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post Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
https://x.com/chamath/status/2084372072239681790
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post Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
https://x.com/chamath/status/2083854613040533569
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post Palihapitiya warns EU AI Office can fine 3 percent of global revenue from August 2 for unexplainable systems
https://x.com/chamath/status/2083272326808797380
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post Palihapitiya heard SALP's Anthropic position went unsold and questions why no one reports on valuation concerns
https://x.com/chamath/status/2083177478042837483
Reported 8 quotes
in print, highest ranked first
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reported
Data center backlash could reduce annual GDP growth by two to three percentage points if it spreads.
“This is a powder keg and has the potential to unwind 200-300 basis points of annual GDP if it metastasizes,”
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reported
Data center backlash in multiple states could reduce annual GDP by 2-3 percentage points if the problem spreads, and AI leadership has failed at basic communication.
“Texas, Pennsylvania and now Ohio. This is a powder keg and has the potential to unwind 200-300 basis points of annual GDP if it metastasizes. How did it get this bad? The collective leadership of frontier AI has failed miserably in doing the basics: 1. Paint a posi… / X Post Log in Sign up Post Chamath Palihapitiya on X: ”
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reported
Data centers now symbolize benefits flowing only to a small tech elite that the public doesn't trust.
“Data centers have unfortunately become THE symbolic representation of the asymmetric upside for a very narrow tech elite and a class that are untrustworthy,”
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reported
Palihapitiya warned about data center backlash occurring in Texas, Pennsylvania, and Ohio.
“ Six minutes later, he warned that data center backlash in Texas, Pennsylvania and Ohio ”
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reported
Palihapitiya argues that a recent market action was price management disguised as liquidity management, representing an error exceeding four billion dollars.
“The market’s verdict was swift and correct: This wasn’t liquidity management, it was price management—and a mistake far larger than $4 billion suggests,”
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reported
If a politician loses an election blamed on data centers, other politicians nationwide will avoid approving new ones.
“If he loses and data centers get the blame, politicians across the country will take notice — and they will not go near the next one.”
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reported
Palihapitiya says using AI proxies is now standard practice, comparing resistance to celebrating primitive fire-starting methods after matches were invented.
“If Stan Druckenmiller isn’t embarrassed to be a meat proxy, you shouldn’t be either. It’s like after matches was invented, still celebrating the arduous time to rub two sticks together,”
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reported
Challenges audience to identify a single chart that drives all human achievement.
“Show me one chart that sits upstream of everything your species has accomplished or will ever accomplish.”