Chamath Palihapitiya

This was a surprise banger.

Jason sets a really good example here. Go to the source material and hear it for yourself. There are thousands of hours of Charlie Kirk on YouTube and X speaking on all manner of topics. Through it, you can understand who Charlie was from his own words versus through some media filter.

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Harvard is rotten top to bottom.

If this trend doesn’t improve, it will pit the “old” versus the “young” across the West. It’s not sustainable for young people to pay into an entitlement system so older folks can live a better life than they can ever expect. This may be the spark that drives the entitlement reform we need but, if so, it will not be without disruption.

Important read… “And they blame you. Because, even if you’re just a center-of-the-road liberal, you lacked the courage to police your own ranks. You let modern-day Maoist red guards run loose across every facet of society, and what started with social-media struggle sessions has now turned to 30-06 bullet holes.”

Tariffs don’t create inflation. Our “experts” were wrong again. Having a PhD in economics doesn’t make you smarter or more likely to predict the future - in fact, these days, it turns out you’re more likely to be a contra indicator!

A two strike law would eliminate 2/3rds of violent crime! Cashless bail is societal suicide. It’s allowing the worst kind of person to live amongst honest people and destroy their communities and lives.

.@POTUS is right. We’re now firmly behind the curve and in the “too late” part of the cycle. Further, it’s not really clear The Fed has a plan beyond an initial cut. We need to move to a system that relies more heavily on real time data, published transparently. https://t.co/Q1FcZZftC3

.@UWaterloo what is this?!?! When did gender become a prerequisite to know math?? I don’t think this will make the Math Department better. It will make it worse. And the students will suffer.

The 8090 team is bringing Software Factory to @UWaterloo this week. More than 100 students are already signed up. Come experience it first hand at our Employer Information Session: - Meet our engineering team - Get hands-on with Software Factory and see how we use it internally - Get early access - Network for internship + full-time roles 📍 Tatham Centre 2218 📆 Wed Sept 10 | 7:30–9:30pm ET

Now can we admit it? The Fed is woefully ill-equipped to set monetary policy in an economy as dynamic and complicated as the US in 2025. Add in their reliance on useless and wrong data and it’s a recipe for disaster.

We need competition in how our kids are educated - the current monopoly is bankrupting us. https://t.co/5cxvn4lBMc

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Tax Equity 2.0 The hyperscalers who are building huge AI data centers should create massive tax equity funds to deploy as much alternative energy for homeowners as possible in the regions they are building DCs: 1) keep energy costs of consumers down so there isn’t a backlash 2) get the tax benefit while they do it

Wow. Starlink going for the jugular.

Daily reminder that if we want AI abundance tomorrow, we need unlimited power generation TODAY: Coal Nat gas Solar Every other form of generation is some combination of too far out, too complicated or too expensive.

The Fed has been seriously wrong in setting interest rate policy in the past. The most egregious example was going into the GFC - they completely blew the jobs picture, stayed pat and then had to scramble. Here we are again. The BLS’ data collection is too sterile and slow for a dynamic economy like the US. We need to have a real time reporting framework that allows multiple free market participants to ingest and interpret critical data so that we have an accurate sense of jobs and other economic indicators. The Fed, acting on this sterile BLS data, is destined to be wrong again in 2025. They are too late to cut. If we don’t fix this syst…

I had no idea that it is 100k+ jobs so far in 2025…

Pod up!

At some point in the near future, the largest power utility in America will be a company that a) has sold 10Ms of households the ability to generate their own electricity and b) uses an app and sensors to tie them all together as a distributed power utility.

The best tartar I ever had was horse tartar. https://t.co/q0uQRFE81L

Some folks are confused how marginal costs can trend to zero but prices still rise. This is my explanation. Happy to clarify if there are still questions.

Over the next few years, America will bring huge amounts of new power demand online, specifically via AI Data centers, that will only exacerbate the graph below. The reason is that the utilities are poorly equipped to manage this. The ONLY near term solution to combat these price increases from traditional utilities are for homeowners to take matters into their own hands. Get a lease for resi solar + battery. Use the power you need, move the rest back into the grid and get some money back. Palmetto is the fastest growing resi solar company in the US and can find you a way to get off this price curve if you want to do something more valua…

@NoOne30051497 Yes. We need to 50x our energy output AND create systems that actually work. Right now, most AI workloads outside of core FMs and chat bots, and 70% of enterprise ones, are demoware.

Our pipeline at 8090 is full of CEOs going through this rude awakening. As usual, CIOs and CTOs spend money and adopt a set of capabilities with no real sense of ROI. Most of this is slop. Most of it is sold by the incumbent Software Industrial Complex. Because most CFOs and CEOs aren’t technical, they go along for the ride and report it back to their Boards that “We’re on it.” Over time, most of this effort turns out to be wasted, most of the new products don’t work and people scramble to find 10%+ productivity improvements to justify ongoing spend. In contrast, we’ve helped many of those same orgs see 50%+ improvements across their enti…

I turned 49 today. Time to get off my ass and accomplish something.

The only short term cost relief for US Homeowners on their electricity prices is via resi solar. Utility electricity prices will unfortunately only keep going up based on forced expenditures and OpEx escalations over the next 5 years. Residential Solar is now manifest destiny with regulatory risk resolved (BBB + EO).

Thank you to all Alpha users of all products out there. Alpha users are a truly wonderful people. They take precious time to try new things, deal with lots of broken stuff, communicate to make things better, all with no expectations in return. You guys are very special. ❤️

This may be one of our most important features. We call it Backprop. Dump a legacy code base —> we one shot an accurate PRD and Eng Plan so you can accurately know out what it does and how it does it. Try 8090’s Software Factory. Marching through waitlist now, GA around Oct1. https://t.co/fkfTXgdfXK