post Palihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
https://x.com/chamath/status/2082020525711200402
post Palihapitiya says Meta should have executed scorched earth pricing two years ago, better positioned now
https://x.com/chamath/status/2085292687670812833
post Palihapitiya notes DeepSeek API cheap because model 10x smaller than Opus, 5x smaller than others
https://x.com/chamath/status/2083925957782499475