Palihapitiya says H-1B visas have reached 10 times the intended 85,000 annual cap in recent years.
“But here is the data. And so what you see is that in many years, the last several, it's been upwards of 10 times that number.”
Palihapitiya confirms Claude wrapped in Software Factory is 1.4x cheaper and 1.5x faster, open models 16.4x cheaper
“This is accurate. That said, we are currently working through a rigorous experiment testing closed and open models with and without Software Factory. Early data is super fascinating and backs up the experiment below. https://t.co/vqWV7ISaeX”
Palihapitiya claims there is one fundamental chart that precedes all human achievement.
“Show me one chart that sits upstream of everything your species has accomplished or will ever accomplish.”
Palihapitiya warns data center backlash in Texas, Pennsylvania, Ohio risks 200-300 basis points of GDP
“Texas, Pennsylvania and now Ohio. This is a powder keg and has the potential to unwind 200-300 basis points of annual GDP if it metastasizes. How did it get this bad? The collective leadership of frontier AI has failed miserably in doing the basics: 1. Paint a positive https://t.co/6Uu1IlAtSS”