Palihapitiya 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”
Palihapitiya 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”
Palihapitiya 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”
post Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
https://x.com/chamath/status/2083854613040533569
post Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
https://x.com/chamath/status/2083854613040533569
post Palihapitiya notes AI capex projected to reach $765B in 2026, passing oil and gas
https://x.com/chamath/status/2091930810098364595
post Palihapitiya notes AI capex projected to reach $765B in 2026, passing oil and gas
https://x.com/chamath/status/2091930810098364595
post Palihapitiya identifies LPS as fastest path to cash-on-cash returns in AI investing as of August 2026
https://x.com/chamath/status/2083463694931902561
https://x.com/chamath/status/2086109888959131942