post Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
https://x.com/chamath/status/2083854613040533569
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 notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
https://x.com/chamath/status/2088943590093275277
post Palihapitiya says opposite of Roose, model capability gains fully priced in and cost going to zero
https://x.com/chamath/status/2083850753962131919
post Palihapitiya notes Fed, OCC and FDIC sunsetted 2011 bank model guidance in April 2026
https://x.com/chamath/status/2093422080448659876