Chamath Palihapitiya

@bigols I agree.

“But vibe coding…” FWIW, companies with scaled revenues, customers, expenses and EXPECTATIONS (boards, public investors, owners) find this approach very valuable. It decreases the error bars in delivering useful code on time and on budget. May not sound fun but it’s grown-up work if you want it.

Inside Software Factory: The End-to-End Module Flow Today, we explore Step 1 of Software Factory: Refinery. Refinery takes a user from Chaos (raw ideas) to Clarity (a structured PRD). Refinery is the first stop in Software Factory. It’s a workspace built for taking scattered product thinking and turning it into a coherent, evolving PRD. What the User Sees at Start? A versioned PRD document in a clean, simple layout with the necessary status indicators: versioning (v28), lifecycle tagging (“in production”) and ownership control. They also get an assistant PM, labeled Refinery Agent to help you add and refine the PRD. What the User Does?…

My takeaway from this video is simple: If a completely regimented, top-down and unemotional decision making body like the Chinese bureaucracy allows a vehicle like this on the road, then autonomy is not only safe and reliable it’s also here today. So any decision less than full support for autonomy in any country of the world other than China, then, is just a form of corruption or regulatory capture.

This could, in time, be an important moment in the AI story if we look back and see that such a large quantum of capital went into a phase of very incremental progress…AI cap ex is 100bp of GDP.

🙏🏽🙏🏽

We’ve built an industrial-grade software factory: Refinery distills all manner of complicated requirements or new creative ideas into a crisp, actionable PRD. Foundry takes a PRD and develops a set of robust engineering plans. Planner carefully segments engineering plans into modular work orders. Assembler uses MCP + Cursor, Claude Code or any other preferred tool to manage execution of work orders with mechanical efficiency. Validator verifies the functionality of the final output to match your specs. Alpha rollout underway now, please give it a try: https://t.co/0RJT5iwRhS

Our inference cloud is growing…

The marginal cost of energy going to zero is a national security issue.

We’re in a phased Alpha rollout of Software Factory. If you want to try it, join the waitlist and let me know below and we will drop you in. https://t.co/a5pDqmRrb9

Something is clearly broken. It’s time those of us who were able to live this out, figure out what to do to help the millions who aren’t anymore.

Since we started 8090 in June-24, we’ve signed contracts with some very large and demanding customers in: Healthcare Life sciences Financial services Energy Aerospace Manufacturing Media These are all very different customers on the surface, each with exacting needs and different regulatory demands. This is, in part, why we built Software Factory. To humans, all of these customers and their needs look different. But to our Software Factory, it looks similar. When we added Background Agents to our Software Factory, it looks the same. The speed, quality and reliability of building production software with Software Factory is worth trying. …

I’m very biased but I think @BrianYutko is a star. He’s technically brilliant, business savvy, thoughtful, funny and kind. A better person Boeing could not have found. Very bullish with him in the seat. https://t.co/ml4xdlOSrM

Some people will hate this and say the leadership of America should be filled with PhDs, career non-profit execs or career politicians but I think hiring a cabinet of industry executives and CEOs to run America and solve problems is a better model.

Non Farm Payrolls are total garbage so I asked Grok: “Hey Grok, go look at the Bureau of Labor Statistics website for their non farm payrolls data. Tell me how many times their original forecasts have been revised since Jan 2020. And, of those revisions, how many times the data was revised up versus down. Categorize this during the Biden versus Trump presidencies.” Bottom line is that BLS isn’t so much conspiratorial as it is inadequate in its approach. They are all over the place and add little directional signal. They constantly revise and in both directions. The sampling techniques they use are brittle and don’t work for a large and dy…

I’m increasingly planning for a future world with no patents or copyrights.

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Jason brings up a really important point that we’ve found to be very true. That’s why we built a series of background agents into 8090’s Software Factory. Their goal is to constantly observe any changes, minimize drift those changes may cause and keep tasks at hand in sight at all times. For example: The system detects a spec change. A background agent then scopes an update, maps the code files and suggests a fix. We’ve implemented a quiet layer of agents to have your back throughout the process. It’s less about AI and more about foresight. These background agents are the quiet hero’s of Software Factory. Yesterday we started to release…

What is the correlation of public consumer brands between their stock price and their use of diversity in advertising? Cite hard data and be brutally honest. https://t.co/WCQASvPVDa

Very useful to have Grok tackle zeitgeist questions in a deescalated, truthful and scholarly way…(hint: turns out racism isn’t part of the answer!) Dear Grok: What can explain why some people are so offended by ads featuring classically beautiful women? Be brutally honest and cite hard data. https://t.co/r7wfMIt91S

In a parallel universe: 
- Tasks are scoped
- Specs are linked
- Code reuse is automatic
 - Agents do the grunt work In our universe? That’s just Software Factory. Alpha rollout starts Friday. 👉 https://t.co/a5pDqmQTlB https://t.co/payuwntsqD

Energy is the big bottle neck for AI. In both physical and software AI, it’s not just that the ingredients need to change but the entire recipe does as well: 1) we need infinite and marginally costless energy. This will mean an ensemble of energy sources working together that can produce energy TODAY (ie nuclear not really an option before 2032, building a Nat gas or coal plant with a multi year backlog for parts also isn’t a near term option until 2030+) which means we will need Solar + Storage because it can go online 12-17 months from being greenlit. No way around it. 2) but for energy storage to scale economically in light of Foreign E…

At this rate @GroqInc will get a lot of M&A looks…

For Engineers: Have you ever opened a ticket that said something totally nebulous and nothing else? “Implement dashboard” “Instrument real time reporting” “Minimize transaction costs” These aren’t well scoped tasks. They are statements with no details. The drift that then happens between a statement and a working product is unavoidable. This drift can be a distant memory if you have a smart factory helping you to build software. That is why we created the concept of a “Work Order” in Software Factory. 
Work Orders are intelligent instructions that we automatically generate for you from your PRD and Eng Plan. Work Orders are scoped to be …

I’ve had every car imaginable: Range Rover Mercedes Bentley Toyota Ferrari Volkswagen Honda And my Model Y is the absolute best, no close competitor.

👉🏽 https://t.co/a5pDqmQTlB https://t.co/J9nKHyylYC

Has this ever happened to you? You shipped the wrong thing - even though your doc said X, your team built Y. But what if your product logic lived in a knowledge graph and not just a doc? The idea of an underlying knowledge graph and useful intermediate representations is one of the core features behind Software Factory. 
With a robust graph that can grow and learn over time about various design patterns, logic blocks and other projects, each new attempt to ship production code becomes easier and faster. Software Factory is your brain to be more productive and ship more consistently. Our Alpha users will get access in waves starting Frida…

JD is right. The outcome in the US/EU trade deal can be summarized in three points: 1. Trump. Sending Ursula to “negotiate” with Trump is like an MMA match between Jon Jones and Sabrina Carpenter. You can send her to accept his deal but not much else. 2. Impossible to have a BATNA with 27 countries as varied as the EU. You enter the negotiation with a big disadvantage. 3. Energy Dependence. Europe virtue signaled its way to a loss of energy independence over the past decade which created a huge strategic weakness entering the negotiation. It will be written as one of the worst socio-economic “own goals” in history. To the extent the outc…

Tesla is a physical AI company + software AI company. It is the only company, today, that is tying both branches of AI together at scale. It will not be the only one in the end, but it is the only one now. See below: “Samsung Electronics will manufacture artificial-intelligence chips for Tesla in Texas under a $16.5 billion multiyear deal, a major win for its U.S. foundry business that sent shares of South Korea’s largest company sharply higher. Tesla Chief Executive Elon Musk confirmed the deal on X, saying Samsung’s new facilities in Texas will be dedicated to making the U.S. electric-vehicle company’s next-generation AI6 chip. “The str…

Agreed. What actually happened was that we stopped valuing having a family and instead became hyper focused on individual goals. The myriad books, courses, content, slogans over the past 50 years all reinforced the same incentive: your fulfillment is largely from professional endeavors so double down and lean in. The byproduct was that having a family became secondary and conveyed less status. Unless we dismantle these laggard ideas and find incentives to celebrate and elevate family formation, our birthrates will continue to fall.