Chamath Palihapitiya

@chamath

Social Capital 8090 God is in the details.

In the Arena

chamath.substack.com

Joined April 2007

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Chamath Palihapitiya
@chamath
Aug 1
Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers
Chamath Palihapitiya
@chamath
39m
wow - what a miss…
Ron Rule
@ronrule
Aug 17
In 2001 George W Bush proposed a partial privatization plan for Social Security so you could put 10% of your SS contribution into the markets. People rejected this. We can now see that if it had passed, the 10% that went into the markets would have outperformed the 90% the
Chamath Palihapitiya
@chamath
2h
On Control Planes… Four companies shipped an enterprise AI control plane in the last two weeks. They all do one thing well which is govern which model answers a request and what it costs. That’s a real problem and I’m glad it’s getting solved. But what none of them capture is
8090 — AI-Native Software Development Platform
From 8090.ai
Chamath Palihapitiya
@chamath
20h
Yup
kritdash
@kritdash
22h
This was predicted by @chamath at the All In Pod at the beginning of the year. 👏
Chamath Palihapitiya
@chamath
Aug 16
Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software
8090 — AI-Native Software Development Platform
From 8090.ai