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 question is not if this will happen again in AI but when.

Chamath Palihapitiya @chamath ·
We know from the desktop and Internet eras that the economics started similarly and then flipped -…

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  1. #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 ·
  2. #2

    🤔

    Chamath Palihapitiya @chamath ·
    🤔
  3. #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 ·
  4. #4

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    Chamath Palihapitiya @chamath ·
  5. #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 ·
  6. #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 ·

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