Chamath Palihapitiya

Chamath Palihapitiya

Creator
0 followers

God is in the details.

AI Value Stacks: From Infrastructure to Data
SocialMay 15, 2026

AI Value Stacks: From Infrastructure to Data

A framework to understand how value accrues across the AI stack. This is a blueprint for understanding what builds AI into its pragmatic parts: what each layer is, where it ends, and where value is accrued. So here’s how you can...

By Chamath Palihapitiya
Positivity and Gratitude Compound Success over Time
SocialMay 12, 2026

Positivity and Gratitude Compound Success over Time

Key to winning: Choose to be positive and grateful. Then, just keep at it. Time is the great compounder and will do the rest. So many people just don’t have the discipline to stay positive and grateful. Then time compounds the...

By Chamath Palihapitiya
Copper's Unique Role Guarantees Rising Prices
SocialMay 12, 2026

Copper's Unique Role Guarantees Rising Prices

There are no meaningful alternatives right now, at scale, for what copper does…so prices will… 🤔

By Chamath Palihapitiya
Enterprise Software Factory: Multi‑Player Control Plane
SocialMay 12, 2026

Enterprise Software Factory: Multi‑Player Control Plane

Software Factory is a multi-player control plane. Manage your agents, empower your colleagues. It’s the new way for Enterprises to build new software or replace/migrate old software. Try it here: https://t.co/UAxNYUWgf0

By Chamath Palihapitiya
Knowledge Graph Accelerates Later Projects, Even When More Complex
SocialMay 7, 2026

Knowledge Graph Accelerates Later Projects, Even When More Complex

A non obvious learning of ours is that in our Enterprise engagements, subsequent projects at the same customer are meaningfully simpler and faster - even when the complexity that they need increases. The reason is the knowledge graph that underpins...

By Chamath Palihapitiya
Coherent AI Strategy Prevents SaaS‑Like Lock‑In
SocialMay 6, 2026

Coherent AI Strategy Prevents SaaS‑Like Lock‑In

Very proud of the progress we’re making at 8090. It’s really starting to click and create value for many large enterprises. While single AI use cases are great, if it’s not part of a broader, coherent AI strategy, it will...

By Chamath Palihapitiya
Tesla Feels Like a Supercomputer, Never Needing Gas
SocialMay 3, 2026

Tesla Feels Like a Supercomputer, Never Needing Gas

It’s hard to understand what the other 39% are thinking. Once you drive a Tesla, it’s like driving an all-seeing sensor with a super computer behind the scenes doing all the decision making, driving and navigation. Also, you never have...

By Chamath Palihapitiya
Companies Fund AI APIs to Boost Revenue, Not Necessity
SocialMay 2, 2026

Companies Fund AI APIs to Boost Revenue, Not Necessity

Well, one fucked up and non obvious part of the answer could be that certain folks are paying massive amounts to them to distill the model via API. But the revenue is so worthwhile that they could stop it but...

By Chamath Palihapitiya
Rewrite Enterprise Software: Software Factory Delivers Critical Care Success
SocialMay 1, 2026

Rewrite Enterprise Software: Software Factory Delivers Critical Care Success

A good example of why it’s time to rewrite all of your enterprise software. This specific company is a public, multi billion dollar revenue company who manages critical care for millions of patients. Lots of regulations, lots of safety and...

By Chamath Palihapitiya
Presence Over Selfies: David Hammons' Timeless Lesson
SocialApr 30, 2026

Presence Over Selfies: David Hammons' Timeless Lesson

David Hammons is the most important artist in the world. The boundaries he pushed in his art both explored the past but also foretold the future. The best artists all seem to achieve this. I had the chance to spend...

By Chamath Palihapitiya
AI Cash Flows Downhill to Power‑heavy Infrastructure
SocialApr 30, 2026

AI Cash Flows Downhill to Power‑heavy Infrastructure

Money is starting to flow downhill - a critical observation for the next few years. The Mags may make all the money but they are spending it faster than they can make it. Their free cash flows are cratering. Best...

By Chamath Palihapitiya
Equal‑Weight Index Beats Weighted Despite Blockbuster Mags Earnings
SocialApr 30, 2026

Equal‑Weight Index Beats Weighted Despite Blockbuster Mags Earnings

Blockbuster earnings from the Mags…BUT the equal weight is massively outperforming the weighted index today. 🤔

By Chamath Palihapitiya
AI Elevates Human Judgment: Knowledge Graph Guides Teams
SocialApr 29, 2026

AI Elevates Human Judgment: Knowledge Graph Guides Teams

Counterintuitive take: AI makes people more important than ever. While simple work may be automated, judgement and taste are still the sole domains of humans and will be for a long time. Software Factory allows us to capture what we...

By Chamath Palihapitiya
Rewrite Over Maintenance Saves Insurers Millions
SocialApr 27, 2026

Rewrite Over Maintenance Saves Insurers Millions

the maintenance era is ending. the rewrite era is starting. an insurer we worked with replaced an $8M/year legacy vendor with a purpose-built system. $21M saved over four years. if we can hep, please ping us sales@8090.ai

By Chamath Palihapitiya
Chamath Palihapitiya | Pulse