Palihapitiya notes Infosys cut revenue forecast as enterprises shift budgets from outsourced hours to controllable AI
“Infosys cut its revenue forecast this week. The reason it gave is that enterprises are moving their budgets out of outsourced hours and into AI they can control. The outsourcing model was built on billing by the hour, which only grows when the work stays slow and manual. So”
Palihapitiya says major lab zero data retention insufficient for large enterprises
“@draecomino It doesn’t work in all cases as has been shown. It’s “reasonable best efforts” at best. For big companies this will be a non starter as they learn more.”
Palihapitiya says major lab zero data retention insufficient for large enterprises
“@draecomino It doesn’t work in all cases as has been shown. It’s “reasonable best efforts” at best. For big companies this will be a non starter as they learn more.”
Palihapitiya explains nuclear reactors taking users off grid will raise electricity prices not lower them
“@RachaelRad This is now how electricity prices work. By building very expensive nuclear reactors and taking other users of electricity off the grid, their prices will go up even more.”
Palihapitiya explains nuclear reactors taking users off grid will raise electricity prices not lower them
“@RachaelRad This is now how electricity prices work. By building very expensive nuclear reactors and taking other users of electricity off the grid, their prices will go up even more.”
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 tells applicant to apply to 8090 with high agency pitch
“@WillRobinson94X apply and tell us what you want to do. looking for anyone with hi agency”
“@Cernovich I don’t think he outsourced his thinking. He outsourced his penmanship. I’d look through the prose and focus on the message. He’s a 🐐 for a reason and this isn’t an IG reel.”
Palihapitiya says when top performers speak, listen more and judge less
“@jacobfranek That’s their problem. When a 🐐 speaks, one should listen more, judge less…”