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Chamath Palihapitiya
13.2K posts
Incredibly interesting take from @bgurley
The All-In Podcast@theallinpod
Bill Gurley: Anthropic Thinks It’s Building God @Jason: It is the ultimate level of narcissism and delusion of grandeur to think you can create God. @bgurley: “Anthropic is a mystery to me. I've never, ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do. And my initial theory was the regulatory capture theory. Quite frankly, I think they're very close to achieving that. But then they just got so loud that I've literally, in the past 30 days, read everything I can about Anthropic, and I've come up with a new theory. I call it the Dr. Frankenstein theory. The more I dig, I've met people who, I dare say, think it's their responsibility, and they're excited about, building a species that's superior to humans. Dario wrote this blog post called ‘Machines of Loving Grace.’ It was based on a poem. The last stanza of the poem says, ‘I like to think of a cybernetic ecology where we are free of our labors, and joined back to nature, returned to our mammal brothers and sisters, and all watched over by machines of loving grace.’ Sounds like an overlord to me. And then in Dario's post, he says, ‘It could be a capitalist economy of AI systems which then give out resources to humans based on some secondary economy of what the AI systems think makes sense to reward in humans…’ So I don't think they think they're writing software. I think they're midwifing a deity here.” Jason: “These are delusions of grandeur. Let's call it what it is. They believe that they're so powerful, these individuals, that they can create God, and that by creating God, they are like this Prometheus kind of species. It literally is the ultimate level of narcissism and delusion of grandeur to think you can create God.”
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Pod!!!! Absolute banger with @bgurley
The All-In Podcast@theallinpod
POD UP! 🚨 Sacks is BACK... and the legendary Bill Gurley fills in for Friedberg! -- Pope Leo vs AI -- Anthropic's Digital God -- Open Source Under Attack? -- The Great AI Jobs Debate ++ Much More! (0:00) @bgurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating a superior species? (38:32) AI sovereignty, the next era of privacy, open-source crackdown coming? (59:56) The Great AI Jobs Debate: Dario and Altman flip their rhetoric, Goldman CEO says no AI job apocalypse
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Very amazing email to get:
“Hi JCal, Chamath,
55 days ago you two had a 4 minute conversation about EAs and Athena.
Since then we have:
closed $29M in new revenue 🤯
seen a -53% decrease in blended CaC, placed 683 Athena executive partners ❤️ 683 new jobs!!”
If you are looking for an EA, try Athena - they are excellent, only cost $3k/mo and you are helping some amazing people around the world upgrade their quality of life.
Athena.com
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Chamath Palihapitiya 리트윗함
We agree. Software Factory bridges the gap and acts as the multi-player environment (single-source of truth for context across humans + agents) while still leveraging the power of these tools (Claude/Codex/etc.).
Try it and let us know what you think: 8090.ai
Arist0@tot3lis
Claude and Codex let anyone build much faster and bridge big skill gaps. The danger comes when a full team starts using them. Without tight organization and shared goals, everyone moves in different directions. You burn massive tokens and end up with scattered, low-impact results.
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This is awesome. I’ve worked with Sue for more than a decade now. She started Brilliant - a learning site for advanced learning - which has now taken all of that decade-long training data and created a helper to make your kids smarter.
It doesn’t matter their level, this adapts to them and brings them along.
Please consider trying it.
Sue@suekhim
AI is making kids dumber. It should be making them geniuses. Introducing Koji, the first AI tutor that gets kids to actually think. 👇
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A controversial but rational tax policy would index taxes directly to the proportion each of labor and capital actually makes in relation to each other.
As one cohort “over earns” their taxes should naturally go up while the other’s should naturally go down.
Specifically today, this would mean lower personal taxes and higher corporate taxes.
But instead we have the opposite!
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In a nutshell: “ Do we let the fox into the henhouse or not?”
As the frontier models continue to converge and asymptote, it will be increasingly valuable for enterprises to govern which models get used and in which ways and prevent lock-in.
Software Factory enables this for large teams and organizations.
Try it here: 8090.ai
8090@8090_Factory
"If I'm happy with Claude and Codex, why would I need you?" Someone asked us this week. Software Factory is complementary with these tools. Claude/Codex solve the single-player problem: one dev shipping faster in the IDE. Software Factory solves the multi-player one. Your team AND your AI agents in one governed system. Traceable from intent to shipped code.
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If this is happening at a company as sophisticated as Amazon, it’s happening in many other places which then begs the question “What is the true run-rate revenue, ex-waste, at the frontier labs?”
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This is increasingly true of the frontier models across a variety of evals.
Has anyone provided a good answer as to why?
“There is no single best model
At the top of the leaderboard, Opus 4.7, GPT-5.5, and Sonnet 4.6 appear almost indistinguishable, separated by less than 0.3 percentage points overall. Read superficially, the result suggests convergence: three frontier systems reaching roughly the same level of capability.”
Rogo@RogoAI
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Truer words have never been ushered…
Learn Latin@latinedisce
Never interrupt your enemy when he is making a mistake.
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The next few weeks are jammed with upgrades to Software Factory. This week’s big news is the launch of a unified agent that operates persistently across all modules.
Multi-repo indexing lands next week!
Please give it a try: 8090.ai
8090@8090_Factory
Introducing Software Factory Unified Agent. The Software Factory agent now operates across all modules in the assembly line, rather than one agent per module. Users can move with fluidity retaining their conversation history at each step from requirements, to blueprints, to work orders. Skills and alerts are tagged by module but can be accessed and run from any module. Try it today: 8090.ai
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This is what your SDLC looks like today: requirements in one doc, architecture in someone's head, code in Cursor, docs gone stale.
Watch Software Factory connect the chain so the spec and the shipped code stop drifting apart.
8090@8090_Factory
This is what your SDLC looks like today: requirements in one doc, architecture in someone's head, code in Cursor, docs gone stale. Watch Software Factory connect the chain so the spec and the shipped code stop drifting apart.
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@chamath I’d argue the subscriber group creates more than pressure. Their non-overlapping needs give you two distinct usage streams, and the fast iteration from smaller teams and individuals naturally feeds back into sharpening the core for more complex enterprise work.
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Chamath Palihapitiya 리트윗함
Enterprises today are running single-player AI in a multiplayer business.
One engineer plus one IDE plus one agent ships lines of code faster. It does not ship coordinated software.
Two desks over, another engineer's agent is shipping a change that contradicts last quarter's architecture decision.
Neither agent knows.
Compliance assembles the audit trail from screenshots after the fact.
We built Software Factory to turn that into a team.
Requirements captures the business intent in plain English.
Blueprints maps the architecture as it actually exists.
Work Orders translates that into structured tasks agents execute through MCP in Cursor, VS Code, or Claude Code.
Tests validates the deployed code against the Requirement that started it.
The Knowledge Graph wires it all together.
Your engineers conduct the agents.
The agents share state.
The audit trail is part of the build, not a quarterly forensics exercise.
EY's deployment: +70% productivity, 95%+ automated test coverage, months of roadmap compressed to days.
8090.ai/software-facto…
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