Chamath Palihapitiya

Kwei Hormuz Chou MD, PhD, KKK
May 31 Edited
Sitting on my toilet and just took a big #Chamath. Dude, next article, can you tell us the art of how one moves from tech dork to trying to be cool? Once a tool, always a tool. What SPAQ are you going to pawn off on us or what pedophile grifter are you going to kiss up too to serve the interests of your big ass Indian nose. Who is uglier? You or eyeballs Patel?

Mischa van den Burg
May 31
Now the question is, as someone who only owns index funds but has been using AI for years, and came to the conclusion that Claude is far better than anything else, should I buy shares?

Alex R
May 31
Claude is a better product across the board, I'm not surprised the market values it higher than ChatGPT.

Aarti Sharma
Jun 11
Let’s grow together by supporting one another if you’re also new on Substack, feel free to subscribe and I’ll gladly do the same.

Kaguura Gichuru
Jun 1
the cost to find edge cases drops when models stop cutting corners.

Scenarica
May 31
The Pluralis number is the one I'd hold most loosely: 20x versus 5x, so 5.5 years to catch up. Extrapolating two exponentials to their crossing point is where most forecasts like this go to die, because the faster rate is usually fast precisely because it's early.

Riccardo Patana
May 31 Edited
That's how Pluralis is addressing the communication bottleneck https://pluralis.ai/docs/agora-system/overview/

the science is detailed out in this paper presented at NeurIPS 25 https://arxiv.org/abs/2506.01260 "Protocol Models: Scaling Decentralized Training with Communication-Efficient Model Parallelism"

Aarti Sharma
Jun 11
Great curation. The signal isn’t just in the stories themselves, but in how they connect to broader technology and market shifts.

IndustryReport
Jun 5
The Anthropic valuation story is interesting but the Pluralis piece is the one worth sitting with. The Anthropic valuation story is interesting but the Pluralis piece is the one worth sitting with.

MktContext
Jun 3
Big news, but the wave of IPOs is going to put a lot of downward pressure on the broader stock market.

Joel Sabu
Jun 3
The real question isn’t who builds the smartest model.

It’s who builds the most trusted one.