The Minutes

Chamath Palihapitiya on

spending

2 entries, 29 May 2026 to 14 Jul 2026

On the recordsourced and dated, oldest first

    1. spoken

      Palihapitiya reports Fortune 20 company spent $200M on AI tokens seeking $1B savings but got minimal results.

      “CEO asked for a billion in AI generated OpEx savings at the beginning of the year. So we're six months in. The team has spent $200,000,000 on tokens and with minimal results.”

      29 May 2026 · All-In Podcast · 48:41 · source · permalink
    2. spoken

      Palihapitiya predicts CEOs will discover unexpected OpEx misses from runaway AI token spending they don't know about.

      “for us. The CEOs and the CFOs, in my opinion, probably have no idea how much token maxing is going on inside of their organizations.”

      14 Jul 2026 · CNBC Television · 8:51 · source · permalink

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