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    <title>The Minutes of Chamath Palihapitiya on cloud</title>
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    <description>Everything Chamath Palihapitiya has said on cloud: 4 verbatim quotes from August 2026, each with a timestamp and a link to the recording it came from.</description>
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      <title>Palihapitiya warns all clouds are infantile versus hyperscalers, most neoclouds just directional LPS bets with</title>
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      <description>“@thetimmorgan All clouds are very infantile relative to the hyperscalers. Doesn’t mean they can’t win over time but the road will be bumpy. Most neoclouds are mostly just directional bets on LPS rn. No real tech and uptime to speak of…” — X</description>
      <pubDate>Sat, 01 Aug 2026 09:24:47 +0000</pubDate>
      <category>cloud</category>
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