post Palihapitiya warns data center backlash in Texas, Pennsylvania, Ohio risks 200-300 basis points of GDP
https://x.com/chamath/status/2090409844314345500
post Palihapitiya says third-party harness plus model interchangeability changes enterprise risk profile
https://x.com/chamath/status/2088163097785639109
post Palihapitiya predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
https://x.com/chamath/status/2084905653911371918
post Palihapitiya dismisses TVPI as bullshit metric, says only DPI matters citing Airtable transaction
https://x.com/chamath/status/2084623426501713974
post Palihapitiya predicts leaders will commoditize features then drive token consumption as Databricks does
https://x.com/chamath/status/2090317369511924027
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 says opposite of Roose, model capability gains fully priced in and cost going to zero
https://x.com/chamath/status/2083850753962131919
post Palihapitiya explains Software Factory generates rule book then does drift detection after human review
https://x.com/chamath/status/2089676337522872608
post Palihapitiya argues SpaceX chart shows neoclouds will be measured on energized compute or tank
https://x.com/chamath/status/2085646738841358762