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Chamath Palihapitiya
@chamath
Social Capital 8090 God is in the details.
#1
I turn 50 today. This is a message to my kids but I offer it to you in case any of it rings useful. I was born in Sri Lanka in 1976 in a country that, at the time, was about to en…
Chamath Palihapitiya
Chamath Palihapitiya
@chamath
·
2026-09-03
#2
🤔
Chamath Palihapitiya
Chamath Palihapitiya
@chamath
·
2026-09-01
#3
CloudBees surveyed 200+ enterprise technology leaders this year. 92% said they were confident their AI-generated code was production-ready before it shipped. Then after it shipped…
Chamath Palihapitiya
Chamath Palihapitiya
@chamath
·
2026-09-01
#4
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Chamath Palihapitiya
Chamath Palihapitiya
@chamath
·
2026-08-31
#5
Whenever you are told “Trust the experts” you are better off doing the opposite. Remember when Covid “Trust the experts” led to a civilizational hoax that broke our economy and re…
Chamath Palihapitiya
Chamath Palihapitiya
@chamath
·
2026-08-30
#6
What is a model? At a bank, it is the math behind almost every decision: who gets a loan, how much capital to hold, which transactions look like fraud etc etc etc. In April, the F…
Chamath Palihapitiya
Chamath Palihapitiya
@chamath
·
2026-08-28
#7
Every large IT transformation program starts with a seemingly defensible choice. You pick a firm nobody can criticize you for picking, to help you transform. That made sense when…
Chamath Palihapitiya
Chamath Palihapitiya
@chamath
·
2026-08-27
#8
What is one chart that represents non trivial danger to the status quo? This graph is top of mind for me. People will undoubtedly underestimate the compounding of quantum bits fro…
Chamath Palihapitiya
Chamath Palihapitiya
@chamath
·
2026-08-27
#9
We know from the desktop and Internet eras that the economics started similarly and then flipped - the greatest margins were ultimately from those closest to the end user. The que…
Chamath Palihapitiya
Chamath Palihapitiya
@chamath
·
2026-08-26
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