post Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
https://x.com/chamath/status/2085631260722921760
post Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
https://x.com/chamath/status/2085631260722921760
post Palihapitiya says Meta should have executed scorched earth pricing two years ago, better positioned now
https://x.com/chamath/status/2085292687670812833
post Palihapitiya identifies LPS as fastest path to cash-on-cash returns in AI investing as of August 2026
https://x.com/chamath/status/2083463694931902561
post Palihapitiya asks what nuclear plants will power if people prefer them to data centers
https://x.com/chamath/status/2089973303402250635
post Palihapitiya explains nuclear reactors taking users off grid will raise electricity prices not lower them
https://x.com/chamath/status/2090077233662562378
post Palihapitiya clarifies he didn't say intelligence scaling cost would reach zero
https://x.com/chamath/status/2084162520365834487