Palihapitiya explains OpenAI's Korea deals secure forward HBM memory capacity that Altman can allocate for leverage and equity participation.
“He's buying forward capacity on HBM because now he can allocate that share. So when I saw that deal and I saw that equity, it reminded me of this Rothschild quote.”
Palihapitiya says OpenAI and Anthropic must IPO immediately as no other companies are as important.
“These two companies need to get out as quickly as possible. And the reason is every single company that comes after it, all those companies that you just named, Jason, are not nearly as important and do not need the money nearly as badly as these guys do.”
Palihapitiya compares AI token pricing: Anthropic charges $26-56 per million tokens while OpenAI charges $26.
“You can buy that barrel for $26 Mhmm. From Anthropic's really good model. You can buy from OpenAI for $26. Anthropic's latest model cost you $56.”
Palihapitiya claims OpenAI's IPO timing is controlled by banks maximizing embedded gains for clients.
“That has everything to do with who is lead left and who is lead right deciding how much embedded gain they can transfer to their best clients.”
Palihapitiya agrees OpenAI and Anthropic cannibalizing customers is natural as models commoditize
“@itsolelehmann I agree and it’s the natural resting place as the models themselves get commoditized.”
“As of today, let’s assume 99% of all code written on the internet is still human written and 1% is agentic. That means 99% of code is sloppy and error ridden. Humans make errors that agents don’t. As agentic code replaces human code, both the error rates and security https://t.co/mZ2Aa0d1ZS”
Palihapitiya congratulates Grok on performance metrics, responding to his own DeepSeek praise
“@OpenAI @deepseek_ai Congrats to @grok and their performance on the Pareto frontier”
Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
“The resolution of this trillion dollar bet will happen before EOY 2026. Stakes are enormous on the outcome. Path1: Markets price the Ant IPO and public valuation answers this question. Path2: Harness + Open Model math becomes more precise and well known. It shows material https://t.co/2SgB4KY43S”
Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
“The resolution of this trillion dollar bet will happen before EOY 2026. Stakes are enormous on the outcome. Path1: Markets price the Ant IPO and public valuation answers this question. Path2: Harness + Open Model math becomes more precise and well known. It shows material https://t.co/2SgB4KY43S”
Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
“The resolution of this trillion dollar bet will happen before EOY 2026. Stakes are enormous on the outcome. Path1: Markets price the Ant IPO and public valuation answers this question. Path2: Harness + Open Model math becomes more precise and well known. It shows material https://t.co/2SgB4KY43S”
Palihapitiya lists questions for Anthropic and OpenAI S-1s on token efficiency and steady state usage
“I’m very excited to see the Ant and OAI S-1s. Here are some of the questions I am very interested in: 1. What is the best guess of the steady state number of tokens to accomplish a fixed benchmark task that actually represents real work in a company. To understand what is https://t.co/xesW9MGG3c”
Palihapitiya lists questions for Anthropic and OpenAI S-1s on token efficiency and steady state usage
“I’m very excited to see the Ant and OAI S-1s. Here are some of the questions I am very interested in: 1. What is the best guess of the steady state number of tokens to accomplish a fixed benchmark task that actually represents real work in a company. To understand what is https://t.co/xesW9MGG3c”
Palihapitiya notes Zuck never mentions advertising because great engineers want space, search or AI company
“Zuck never mentions it because he knows the great engineers want to work at a space/search/ai company… Not an advertising company. https://t.co/ELf6QSgIFk”