Palihapitiya tells a critic complaining about wine that he never gave that advice and calls them a terrible investor
“@steryously @JGriesler I never told you to do any of that. You must be a terrible investor.”
Palihapitiya warns all clouds are infantile versus hyperscalers, most neoclouds just directional LPS bets without real tech
“@thetimmorgan All clouds are very infantile relative to the hyperscalers. Doesn’t mean they can’t win over time but the road will be bumpy. Most neoclouds are mostly just directional bets on LPS rn. No real tech and uptime to speak of…”
Palihapitiya warns all clouds are infantile versus hyperscalers, most neoclouds just directional LPS bets without real tech
“@thetimmorgan All clouds are very infantile relative to the hyperscalers. Doesn’t mean they can’t win over time but the road will be bumpy. Most neoclouds are mostly just directional bets on LPS rn. No real tech and uptime to speak of…”
Palihapitiya reports carriers excluded AI damages from 82% of general liability policies per state regulators
“The insurance industry has priced the AI risk. Carriers went to state regulators this year asking to exclude AI-related damages from ordinary general liability policies. Regulators approved more than 80% of those requests, and the standard forms behind roughly 82% of”
Palihapitiya reports carriers excluded AI damages from 82% of general liability policies per state regulators
“The insurance industry has priced the AI risk. Carriers went to state regulators this year asking to exclude AI-related damages from ordinary general liability policies. Regulators approved more than 80% of those requests, and the standard forms behind roughly 82% of”