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Chamath Palihapitiya, Social Capital

"Nobody can make that investment in conditions of uncertainty": Chamath on data centers
12 arguments: why David Sacks says ending the Iran war is Trump's one fix, how SpaceX could reprice Anthropic's compute, and an OpenAI paper that may…
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a16z co-founder: financing risk is the only thing that can stop Anthropic
11 arguments: why CoreWeave's bond selloff is a confidence game, a $16.8B Anthropic quarter, a site coded by Claude that Claude then hacked, and Bill…
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All-In: Anthropic is turning AI consciousness into a religion, and a safety risk
18 takeaways: why Sacks wants one rule for AI, OpenAI's 700 math papers and a cryptography scare, France's riots, and why Palihapitiya says software IP…
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All-In: Anthropic's $2T IPO is now going to clear at $1T or less
18 arguments: why AI "labs" are companies that face product liability, token use flipping to open models in 12 weeks, Anthropic's wet lab, and Meta's…
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Satya Nadella: tell an agent to optimize working capital and it may fake the books
10 arguments: Why he wants outside testers embedded in the labs, what he says Copilot's 30M users prove about the enterprise market, and the rural town…
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Elon Musk: have the AI labs test each other's models, and China would probably agree
13 takeaways: What SpaceX's president says computer rental is doing to revenue, the 50–60% odds on catching Starship next flight, and why Terafab exists…
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Jensen Huang: the 10% extinction figure is made up, and saying it is irresponsible
15 arguments: the failed predictions he wants counted, why closed models are bottled water and open ones are free, and the call from President Trump…
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