Palihapitiya identifies LPS as fastest path to cash-on-cash returns in AI investing as of August 2026
“Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers https://t.co/QSZgT0Gv0S”
Palihapitiya identifies LPS as fastest path to cash-on-cash returns in AI investing as of August 2026
“Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers https://t.co/QSZgT0Gv0S”
Palihapitiya clarifies he didn't say intelligence scaling cost would reach zero
“@orskyai I didn’t say this cost would go to $0!”
Palihapitiya clarifies he didn't say intelligence scaling cost would reach zero
“@orskyai I didn’t say this cost would go to $0!”
Palihapitiya says Meta should have executed scorched earth pricing two years ago, better positioned now
“Tactical Game Theory: Meta Scorched Earth This should have been Meta’s play two years ago. That said, they are in an even better position to do it now considering the power and compute constraints that are emerging. https://t.co/AIPM6wGzT0”
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”
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”
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”
Palihapitiya explains nuclear reactors taking users off grid will raise electricity prices not lower them
“@RachaelRad This is now how electricity prices work. By building very expensive nuclear reactors and taking other users of electricity off the grid, their prices will go up even more.”
Palihapitiya asks what nuclear plants will power if people prefer them to data centers
“Lol But what will the nuclear plants power then?! https://t.co/VOCyYhAA3h”
Palihapitiya explains nuclear reactors taking users off grid will raise electricity prices not lower them
“@RachaelRad This is now how electricity prices work. By building very expensive nuclear reactors and taking other users of electricity off the grid, their prices will go up even more.”