The Minutes of Chamath Palihapitiya on building https://minutesof.com/chamath-palihapitiya/on/building/ Everything Chamath Palihapitiya has said on building: 6 verbatim quotes from August 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:38 +0000 Palihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption 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 building Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option https://minutesof.com/q/eb7510e6-8609-467b-9a56-617fcb7b7223/ https://minutesof.com/q/eb7510e6-8609-467b-9a56-617fcb7b7223/ “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” — X Mon, 03 Aug 2026 20:13:22 +0000 building