Palihapitiya 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”
Palihapitiya 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”
Palihapitiya 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”
Palihapitiya 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…”
Palihapitiya 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”
Palihapitiya 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.”
Palihapitiya 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”
Palihapitiya 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”
Palihapitiya 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”
Palihapitiya 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.”
Palihapitiya 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”
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 reports carriers excluded AI damages from 82% of general liability policies per state regulators
https://x.com/chamath/status/2088350985739755860
https://x.com/chamath/status/2083091004974870875
post Palihapitiya notes Infosys cut revenue forecast as enterprises shift budgets from outsourced hours to controllable AI
https://x.com/chamath/status/2082481943258529873
post Palihapitiya says if Druckenmiller isn't embarrassed to be AI meat proxy, neither should you be
https://x.com/chamath/status/2092282259688796415
post Palihapitiya says third-party harness plus model interchangeability changes enterprise risk profile
https://x.com/chamath/status/2088163097785639109
post Palihapitiya predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
https://x.com/chamath/status/2084905653911371918
post Palihapitiya argues AI singularity loop where AGI designs smarter AI repeatedly is now visible in results
https://x.com/chamath/status/2084161451728441838
post Palihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
https://x.com/chamath/status/2082020525711200402
post Palihapitiya confirms Claude wrapped in Software Factory is 1.4x cheaper and 1.5x faster, open models 16.4x cheaper
https://x.com/chamath/status/2083811470253367459
post Palihapitiya argues four recent control planes govern model selection and cost but miss original intent
https://x.com/chamath/status/2089657363338825901