Chamath Palihapitiya

We are massively power constrained. This market, if functioning properly like every market before it, should be moving in the exact opposite direction.

A cool feature of 8090’s Software Factory is our ability to bind critical artifacts together: Requirements <—> Blueprints <—> Work Orders <—> Code <—> Tests / Evals Make a change in any one place and our agent cascades it everywhere so artifacts are updated and stay in synch, minimizing drift.

I took the first chart on fertility rate and then asked the following: “Run a Monte Carlo simulation where you overlay various economic indicators on this chart of fertility. For example, GDP, GINI, cost of housing, middle class income growth etc. find the economic indicator that has the highest correlation to the chart provided. There may be a lag effect where the chart is the byproduct of some economic event so consider this lag in your correlation analysis.” Result: the strongest match was not GDP, Gini, or housing alone. It was a derived “middle-class squeeze” indicator: real GDP per capita ÷ real median household income, with the indic…

In an early meeting at Facebook (c. 2007), when I was describing the goals of Facebook Platform (an area I oversaw) Bill Gates yelled at me/us. His quote has stuck with me to this day: “This isn’t a platform. A platform is where the collective sum of revenues of the participants exceeds those of the platform itself.” Ladies and gentlemen, I present to you the tokenmaxxing circle jerk.

Our Enterprise business continues to grow. We work hand in hand with Enterprises to design custom software, delivered as SaaS, maintained 24x7x365 and priced in ARR with deflationary economics over time and scale. It’s only possible with 8090’s Software Factory. Ping us if you want to explore what we can do to help you: sales@8090.ai

As diversity has disappeared from US Colleges, their ability to stay financially afloat has also began to disintegrate. https://t.co/X6ftX7UMUN

This.

If you are running a consulting business and you are deploying Anthropic or OpenAI directly into your organization (I’m looking at you PwC and Accenture) you are letting the fox into the hen house. OpenAI and Anthropic are openly funding and starting competitors to you while also using your usage to drive more success for them. This is not a failure on their part but a failure on your part. Consulting businesses that understand this are adopting a control plane that allows them to arbitrate where tokens go and who generates tokens for them. Controlling the tokens is controlling the spice (Dune). This was a key pillar of 8090’s global par…

Anthropic needs to solve the computer/power problem or they will be the Friendster of the AI era. I just ran a semi-complicated stock screening prompt on all four major AIs: Grok, Gemini, ChatGPT and Claude. The first three returned comparable results. Claude refused to do the work. Not the way to win guys…

We are updating our new visual system at 8090…in the theme of Factories. I think it’s beautiful. https://t.co/a6DPe934Ij

🔥pod!!!! with bestie guestie @Benioff

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 think about it: 1. Layer 1 - Infrastructure Before any AI model trains or any robot moves, an industrial foundation must exist. Land, energy grids, cooling systems, critical minerals, and fabrication facilities. Infrastructure is the constraint that all the other layers depend on. 2. Layer 2 - Chips Transistors that are etched onto silicon wafers using extreme ultraviolet light. This is what allows both physical …

Social Capital, my investment vehicle, led the Series A in this company 13 years ago. It now does many dangerous jobs on behalf of the US Navy, including the one below. We are also building kinetic capabilities courtesy of a partnership with Lockheed Martin into the latest version.

Use Claude they said. Upload your decks the said. Unleash all this productivity they said. But apparently, I first need to start a new chat, delete some of the deck and not exceed the maximum image count…just like my existing brain. https://t.co/WC8OaGIxUn

A Primer On The Agentic AI Economy

On a Friday evening in November 2025, Peter Steinberger built the first version of OpenClaw. The prototype only took about an hour, yet within weeks, OpenClaw surpassed 145,000 GitHub stars, making it the fastest-growing open-source software project in GitHub history. The platform was largely built by AI agents, and it marked a shift from chatbots to autonomous, task-oriented AI. And this shift is accelerating. AI now generates 75% of Google’s new code and up to 30% of Microsoft’s new code. Daily Claude Code commits on GitHub surpassed 134,000 in early 2026, up from near zero at its March 2025 launch. This is a structural change in how so…

Why would you let a competitor use the same software you do? That is at the crux of SaaS - it’s hard to differentiate yourself if your tools are the exact same as your competitors. We are flipping this on its head. AI allows every company to build and use custom software - software that helps you amplify your edge and increases the distance between you and your competitors. Ping us if you want our help: sales@8090.ai

who knows how the back half of the year will go but this trade is definitely working rn...

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 bitterness instead.

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

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

we did a thing!

Next time anyone with political ambitions agrees to an interview, they should also have their own cameras and record/tape the entire thing. The agreement is then simple and obvious: the media has to tell the truth or you release the full version.

Pod!!!!!

I went to Stanford and spoke at their AI club. The people I met there were really great.

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 the Software Factory. It allows the Factory operators and AI agents to work at lightning speed. Ping us if you want to learn more: Sales@8090.ai

Spencer Pratt is coherent and reasonable. If he becomes LA’s next mayor he will return that city to safety and greatness. Please watch the entire debate and judge for yourself. https://t.co/sbicgR7dMm

Called it!

It’s working

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 create a repeat of the current issues in SaaS: vendor lock in, data security, system of record gate keeping, high ongoing maintenance etc. Being successful in adopting AI requires being optimistic but also sufficiently cynical with the technical capabilities of AI today so you can demand more and design better in an informed way. Ping us if we can help you. Sales@8090.ai

No. Self reflection and improvement are dumb.