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 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”
post Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
https://x.com/chamath/status/2084372072239681790
post Palihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption
https://x.com/chamath/status/2090547012928459088
post Palihapitiya notes Anthropic's Fable model only 11% of revenue, sees long J-curve to positive ROI
https://x.com/chamath/status/2092596950738846204
post Palihapitiya explains usual knowledge management fails because documentation drifts from building day one
https://x.com/chamath/status/2089662608710246798