post Palihapitiya says if Druckenmiller isn't embarrassed to be AI meat proxy, neither should you be
https://x.com/chamath/status/2092282259688796415
post Palihapitiya notes AI capex projected to reach $765B in 2026, passing oil and gas
https://x.com/chamath/status/2091930810098364595
post Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
https://x.com/chamath/status/2093009135763857787
post Palihapitiya warns all clouds are infantile versus hyperscalers, most neoclouds just directional LPS bets without real tech
https://x.com/chamath/status/2083484074048360846
post Palihapitiya asks what nuclear plants will power if people prefer them to data centers
https://x.com/chamath/status/2089973303402250635
post Palihapitiya claims modern harness plus open model crushes token consumption while maintaining performance
https://x.com/chamath/status/2083437757616050356
post Palihapitiya compares AI to typewriter, says it accelerates differentiation between good and bad writers
https://x.com/chamath/status/2092304956472872968
post Palihapitiya says VC returns are horrible, funds should shut down
https://x.com/chamath/status/2084624440344682593
post Palihapitiya argues makers can be motivated however they want, users vote with their time
https://x.com/chamath/status/2092580672573682060
post Palihapitiya calls AI models a commodity because many providers achieve similar results simultaneously
https://x.com/chamath/status/2083797423919378643