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Chamath Palihapitiya
12.8K posts
Chamath Palihapitiya
@chamath
God is in the details.
In the Arena शामिल हुए Nisan 2007
1.1K फ़ॉलोइंग2M फ़ॉलोवर्स
@Electrolight18 Not true. Two of them aren’t billionaires.
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@chamath 4 billionaires who collectively own billions in NVIDIA stock interviewing the NVIDIA CEO about why NVIDIA is going to $1T revenue. This is what financial media looks like when it stops pretending.
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Jensen Pod!!!!!!
The All-In Podcast@theallinpod
🚨MAJOR INTERVIEW: Jensen Huang joins the Besties! The @nvidia CEO joins to discuss: -- Nvidia's future, roadmap to $1T revenue -- Physical AI's $50T market -- Rise of the agent, OpenClaw's inflection moment -- Inference explosion, Groq deal -- AI PR Crisis, Anthropic's comms mistakes -- Token allocation for employees ++ much more! (0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to young people on excelling in the AI era
Dansk
@nikhildeshmukh I sold because Jensen is a genius. I can’t speak for the others.
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@chamath Chamath, did the Groq guys decide to sell because as you said in the Jensen pod "it was too hard" to compete with Nvidia? Or was the price just too good to pass up?
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Just two humans having a perfectly natural conversation.
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When you stream Spotify to Bluetooth speakers or headphones, the audio comes over the network lossily compressed with Vorbis or AAC codecs, is then decoded on your device to 48 Khz raw samples, then the Bluetooth stack lossily re-compresses it with SBC or AAC codecs before sending it over the airwaves to the speakers.
I don’t have “golden ears” to pick apart audio quality like I can with, say, missing gamma correction on texture filtering, but that still hurts my system optimization soul. It is likely over-optimization, but It would be cleaner if there were a way to send bluetooth-ready, compressed audio directly.
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@chamath What’s the comparative cost between the support for bespoke solutions and typical out-of-the-box options?
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This is really well summarized here.
People ask me why we focused 8090 on (complex) enterprise engagements from day 1 and not small entrepreneurs.
The answer is that this is where all the action is. The second is that the concept of digital sovereignty will become part of the water table soon.
If you don’t own your knowledge and processes, you will be disrupted. And the most powerful way to own your knowledge and processes is to have bespoke software that absorbs all of the tribal knowledge of your employees that enables it to grow and make money.
This is what 8090’s Software Factory does.
If, however, you stay as-is and don’t take back control from existing software vendors, your livelihood is on a shot clock.
Kym Coffey@kymcoffey
Digital Sovereignty Through Engineering Excellence Digital Sovereignty Through Engineering Excellence The collaboration between the EY organization and 8090’s Software Factory represents a fundamental shift in enterprise digital strategy. EY: “Leveraging 8090’s platform, we are moving beyond just code and prototypes to deliver complete, commercial-grade products at pace" By moving away from the historical cycles of fragmented outsourcing and compounding technical debt, this approach enables the delivery of commercial-grade, hardened software assets at an accelerated pace. For decades, the enterprise software lifecycle has been caught in a cycle of diminishing returns: internal development gives way to vendor lock-in, which eventually leads to fragmented offshore maintenance. This trajectory inevitably results in compounding technical debt and eroding quality. "We developed the 'Software Factory' to disrupt this legacy loop," notes @chamath Palihapitiya, Cofounder and CEO of 8090. "By combining our engineering precision with the EY organization’s extensive global footprint and strategic depth, we are empowering enterprises to reclaim their digital sovereignty." Strategic Pillars of the EY & 8090 Collaboration The focus is on two mission-critical trajectories for the modern enterprise: Systemic Legacy Transformation: Beyond simple "lift-and-shift" maneuvers to systematically decommission technical debt. By modernizing aging architectures, the reduction of heavy "maintenance tax" of legacy code, frees up capital for growth. High-Governance Product Engineering: While AI-assisted coding provides speed, it often lacks the structural integrity required for the enterprise. This strategic management and sofitware engineering approach ensures that new product development meets rigorous standards for consistency, security, and governance that automated tools cannot achieve in isolation. Through this collaboration, 8090 Software Factory and EY (Earnest & Young) are not just building software; they are re-egineering the future-state of the digital enterprise.
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@chamath Jebus. I'm gonna need to smoke pot to digest this fully
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If I hypothetically owned an American resource with 5m oz of gold should I:
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@patrickbetdavid He was doing his best even when his best wasn’t the best.
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What is the biggest lesson you learned from your father growing up?
Share 👇🏽
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