Palihapitiya claims he has never met a winner who used marijuana regularly when challenged on cannabis stance
“@BigHuni @JGriesler Never met a winner who did marijuana regularly. Maybe your bar is lower.”
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 claims modern harness plus open model crushes token consumption while maintaining performance
“A modern harness + open model will crush your token consumption but keep your performance. https://t.co/pcHU8rZY35”
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 calls AI models a commodity because many providers achieve similar results simultaneously
“Guess this commodity. Why do I say it’s a commodity? Because the chart shows many providers accomplishing very similar things all at the same time. https://t.co/r0c1bTylIP”
Palihapitiya says VC returns are horrible, funds should shut down
“@daveclark85 @PeterJ_Walker These returns are horrible. Shut the funds down. 🤮”
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 notes AI capex projected to reach $765B in 2026, passing oil and gas
“AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be true for it to work… https://t.co/STpPLN8wol”
Palihapitiya notes AI capex projected to reach $765B in 2026, passing oil and gas
“AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be true for it to work… https://t.co/STpPLN8wol”
Palihapitiya says if Druckenmiller isn't embarrassed to be AI meat proxy, neither should you be
“If Stan Druckenmiller isn’t embarrassed to be a meat proxy, you shouldn’t be either. It’s like after matches was invented, still celebrating the arduous time to rub two sticks together. Dumb. https://t.co/UB319Irqcd”
Palihapitiya compares AI to typewriter, says it accelerates differentiation between good and bad writers
“@Icanonlyraz Moving from pen and paper to a typewriter only accelerated the differentiation between good and bad writers not diminish it. Helps get you to your desired destination faster. Slop is still slop. Over time, there will be fewer repetitive AI flourishes that stand out. And your”
Palihapitiya compares AI to typewriter, says it accelerates differentiation between good and bad writers
“@Icanonlyraz Moving from pen and paper to a typewriter only accelerated the differentiation between good and bad writers not diminish it. Helps get you to your desired destination faster. Slop is still slop. Over time, there will be fewer repetitive AI flourishes that stand out. And your”
Palihapitiya argues makers can be motivated however they want, users vote with their time
“@JackGavigan @dnapway You can’t have your cake and eat it too. The people that make the things you use are allowed to be motivated however they are motivated. If you don’t like their motivations, use a different product. There is no monopoly on your time such that this isn’t possible. Vote with”
Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”
Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”