https://minutesof.com/chamath-palihapitiya/on/ai/ Everything Chamath Palihapitiya has said on AI: 22 verbatim quotes between July 2026 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:37 +0000 https://minutesof.com/q/f8c9c9f3-c6c0-4a65-8214-5b6c7ac4484f/ https://minutesof.com/q/f8c9c9f3-c6c0-4a65-8214-5b6c7ac4484f/ “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” — X Wed, 26 Aug 2026 16:31:34 +0000 ai https://minutesof.com/q/e212770c-a22b-4ba0-982b-90f182e33181/ https://minutesof.com/q/e212770c-a22b-4ba0-982b-90f182e33181/ “@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” — X Tue, 25 Aug 2026 17:35:49 +0000 ai https://minutesof.com/q/f6e600d3-e9b2-4c29-956e-f02fc1a265e5/ https://minutesof.com/q/f6e600d3-e9b2-4c29-956e-f02fc1a265e5/ “@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” — X Sun, 23 Aug 2026 15:56:24 +0000 ai https://minutesof.com/q/a69a151d-e8fd-42cd-b8bf-71dbf5c7c59e/ https://minutesof.com/q/a69a151d-e8fd-42cd-b8bf-71dbf5c7c59e/ “@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…” — X Thu, 20 Aug 2026 21:10:23 +0000 ai https://minutesof.com/q/14c37517-64ea-432f-a6a7-746b35d0db25/ https://minutesof.com/q/14c37517-64ea-432f-a6a7-746b35d0db25/ “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” — X Fri, 14 Aug 2026 19:44:09 +0000 ai https://minutesof.com/q/d245d4d4-7dfb-49e5-9b06-4a72a41b54cc/ https://minutesof.com/q/d245d4d4-7dfb-49e5-9b06-4a72a41b54cc/ “@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.” — X Fri, 14 Aug 2026 09:47:35 +0000 ai https://minutesof.com/q/0c7276ad-b860-4a6b-8b21-3438a7671f4d/ https://minutesof.com/q/0c7276ad-b860-4a6b-8b21-3438a7671f4d/ “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” — X Fri, 14 Aug 2026 07:17:33 +0000 ai https://minutesof.com/q/f0eb6f24-16ce-4732-9ddd-b6d6e0e20f6a/ https://minutesof.com/q/f0eb6f24-16ce-4732-9ddd-b6d6e0e20f6a/ “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” — X Wed, 12 Aug 2026 08:32:32 +0000 ai https://minutesof.com/q/b35fdbcc-db83-4aea-bc84-18770d698783/ https://minutesof.com/q/b35fdbcc-db83-4aea-bc84-18770d698783/ “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” — X Wed, 05 Aug 2026 07:33:38 +0000 ai https://minutesof.com/q/5cd6a725-f9b1-4136-816d-815da16d95f2/ https://minutesof.com/q/5cd6a725-f9b1-4136-816d-815da16d95f2/ “@kevinroose Opposite. It’s all priced in. The cost is going to zero. All powers will be unlocked.” — X Sun, 02 Aug 2026 09:41:50 +0000 ai https://minutesof.com/q/1efcba36-7766-42e2-8da8-af5aef0f7848/ https://minutesof.com/q/1efcba36-7766-42e2-8da8-af5aef0f7848/ “Why pay $1 when I can pay $105. Said no CFO, CEO or Board Director ever. https://t.co/QoKPFFfORB” — X Sat, 01 Aug 2026 21:15:13 +0000 ai https://minutesof.com/q/d4aacb29-793b-4120-8eca-26751edd5f3b/ https://minutesof.com/q/d4aacb29-793b-4120-8eca-26751edd5f3b/ “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” — X Sat, 01 Aug 2026 08:03:48 +0000 ai