post Palihapitiya says Global 2000 earnings growth has zero to do with AI despite token consumption
https://x.com/chamath/status/2090547012928459088
post Palihapitiya notes identical prompts produce vastly different token consumption, questions per-token pricing
https://x.com/chamath/status/2084176037840105690
post Palihapitiya predicts leaders will commoditize features then drive token consumption as Databricks does
https://x.com/chamath/status/2090317369511924027
post Palihapitiya says AI productivity boom not yet visible, still first inning with shape undetermined
https://x.com/chamath/status/2091215066398068890
post Palihapitiya lists questions for Anthropic and OpenAI S-1s on token efficiency and steady state usage
https://x.com/chamath/status/2089771929800520146
post Palihapitiya questions where token volume doubling every 11 weeks goes if not to high-value tasks
https://x.com/chamath/status/2090408480481939582
post Palihapitiya questions where token volume doubling every 11 weeks goes if not to high-value tasks
https://x.com/chamath/status/2090408480481939582
post Palihapitiya expects hyperscalers to monetize services like KYC around models not tokens, holding 6GW through 2029
https://x.com/chamath/status/2083652839704858807