post Palihapitiya notes Infosys cut revenue forecast as enterprises shift budgets from outsourced hours to controllable AI
https://x.com/chamath/status/2082481943258529873
post Palihapitiya notes AI capex projected to reach $765B in 2026, passing oil and gas
https://x.com/chamath/status/2091930810098364595
post Palihapitiya explains nuclear reactors taking users off grid will raise electricity prices not lower them
https://x.com/chamath/status/2090077233662562378
https://x.com/chamath/status/2092579146937536654
post Palihapitiya says major lab zero data retention insufficient for large enterprises
https://x.com/chamath/status/2088200857061863867
post Palihapitiya says when top performers speak, listen more and judge less
https://x.com/chamath/status/2092578913281364266
post Palihapitiya tells applicant to apply to 8090 with high agency pitch
https://x.com/chamath/status/2092380607167029607