Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
“Power is THE binding constraint. Data centers are being shut down, GPUs are sold out, models are being commoditized and spot rates are rising all leads to power being critical. Not fanciful plans for power, future forecasts of BTM or distributed batteries blah blah blah but https://t.co/h0zPeqXtcO”
post Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
https://x.com/chamath/status/2085631260722921760
post Palihapitiya confirms Claude wrapped in Software Factory is 1.4x cheaper and 1.5x faster, open models 16.4x cheaper
https://x.com/chamath/status/2083811470253367459
post Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
https://x.com/chamath/status/2093009135763857787
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 notes Zuck never mentions advertising because great engineers want space, search or AI company
https://x.com/chamath/status/2089979959968239847
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 agrees OpenAI and Anthropic cannibalizing customers is natural as models commoditize
https://x.com/chamath/status/2082726446728876162
post Palihapitiya expects hyperscalers to monetize services like KYC around models not tokens, holding 6GW through 2029
https://x.com/chamath/status/2083652839704858807