Chamath Palihapitiya

The re-rating of Nvidia makes no sense quite honestly. Separately, moving the FCF multiple of Apple, Microsoft, Meta and Alphabet also doesn't make sense to me. That said, the pricing model for public markets are changing rapidly... https://t.co/bOnVWE3STO

Thank you Grok. This is a great explanation.

8090 in a nutshell... https://t.co/C1INOoJ8gb

new video... https://t.co/RmxnwGbdul

The 60-year-old code behind $5 trillion in healthcare

In February 2024, a ransomware attack on Change Healthcare shut down claims processing for roughly 40% of U.S. medical claims. The breach cost over $2.45B and exposed medical information of 192.7M Americans, with 94% of hospitals reporting financial damage. BlackCat (ALPHV) ransomware group accessed the system through a basic vulnerability: The portal lacked multi-factor authentication. While a criminal organization reached the records of 6 in 10 Americans through a single external access portal, the healthcare system itself still cannot move those records between two hospitals. Up to 50% of patient records fail to match correctly when e…

Take a minute and listen…California is functionally bankrupt. You can’t tax your way out of it. A California bankruptcy will wash over to all the states as they will be paying for the bailout.

This is, by far, the best car I’ve ever owned.

Amazing to see. Congrats.

Some weeks there are major improvements, some weeks there are minor ones but the goal is to always improve even the small things as we work on the big things. Lots of things coming in the next few weeks. Team is stretched thin but they are getting in the zone. Let us know if you need us to improve or add something faster than what we are planning to do on our roadmap.

The China AI Complex is much more nuanced than what it appears on the surface (open source/open weights, cheaper/faster/better value props) when you factor in the CCP and their long term objectives. Also, I mostly stopped hearing about Manus after OpenClaw. Do folks use this? If so, for what?

Because of ineptitude, grift and back scratching. Hard problems like going to the moon can be a bit inefficient but the problem set attracts a level of competence that drowns out all other problems than the problem itself.

The pace of innovation is incredibly fast right now. It’s easier than ever to spot the companies standing still. Reading X in the morning and it’s like an avalanche of progress has happened overnight…

Academic rigor and merit! 🙌🏽

“China is conducting a vast undersea mapping and monitoring operation across the Pacific, Indian and Arctic oceans, building detailed knowledge of marine conditions that naval experts say would be crucial for waging submarine warfare against the United States and its allies.” We need to map our oceans. ASAP. https://t.co/zaKDIRMbCi

@mayasweetm We have lots of improvements coming over the next year.

Software Factory customers thus far: - Massive governmental organizations - Public companies in US and Europe - Companies with millions, billions, tens of billions and hundreds of billions in revenue - Companies with thousands, hundreds of thousands and millions of patients/clients/customers - Enterprises in highly regulated markets - Enterprises in unregulated markets

Software Factory allows every company to realize Guillermo’s reality.

I think the concept of building a Software Factory is now a commonplace expectation. Yay. The winner still isn’t clear but whoever does the best job reimagining the software development lifecycle in a world of agents, AI, expert knowledge, tribal knowledge and business expectations can build a really good and useful product for the world. It’s early days but I think 8090’s Software Factory is on the right track.

From my friends who are pilots: “We can and should deploy the ground tracking systems like Thales does in Europe, tied in with a central system that does the routing, and then controllers sit on top of the whole thing and watch for exceptions” In other words, technology…

From the President… Don’t be a panican! https://t.co/aNSoEUNFGZ

Huh? I’d like $5B pls.

Brant is the ideal customer: very smart, ambitious, curious yet demanding and exact! He’s been an early adopter and his feedback has made Software Factory better. It’s exciting to help him and organizations like his succeed. More generally, there are so many orgs who want to embrace AI in the right way - I think Software Factory is for them.

Thank you Grok for telling the truth

Software Factory isn’t just for huge enterprises, although that is our bread and butter. It’s a powerful tool that is increasingly useful for talented and curious organizations of all sizes. Please consider giving it a try.

You should take the class. The state’s finances are a dumpster fire.

This x ♾️

California politicians think taxes are like boiling a frog. You can keep it up as long as you only increase it by a little each time…but at some point the frog is cooked…or moved to Nevada, Texas or Florida.

💯 Ignore the Bond King at your own risk…

We all know what some feel uncomfortable saying: Most taxes are WASTED. They are leaked and grifted into all kinds of programs that sound good on the surface. But that’s the lie that is told so politicians can take more of your earnings and dole it out to win votes and stay in power. But it also turns out that people aren’t stupid and know the game. So the states that admit this by breaking away from the hamster wheel of increased taxation are winning. While those who continue to try and sell the lie are losing. At the limit, those losing states are leaking so much revenue that they will eventually lose so much tax revenue as to be effec…

Amazing analysis