Chamath Palihapitiya

Chamath Palihapitiya@chamath · 4 天前观点输出

🥰🥰

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Chamath Palihapitiya@chamath · 4 天前观点输出

lol so true 🙄😭

96462035587.6K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Chamath Palihapitiya@chamath · 4 天前观点输出

Pod!!!

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Chamath Palihapitiya@chamath · 5 天前观点输出

This is incredible. 🥰

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Chamath Palihapitiya@chamath · 6 天前观点输出

Signed up! Let’s build a huge fleet. Put me in coach! https://t.co/Zlb7JvuV8T

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Chamath Palihapitiya@chamath · 6 天前赛道影响

I turn 50 today. This is a message to my kids but I offer it to you in case any of it rings useful. I was born in Sri Lanka in 1976 in a country that, at the time, was about to enter a decades long civil war. My father was able to get stationed at the Sri Lankan High Commission in Canada for four years in the early 80s - when some of the fighting was most severe - and which from our vantage point in Canada gave us some respite from an otherwise omnipresent conflict. He came as a diplomat but then my father filed for refugee status after four years when his life was threatened by militants. We stayed in Canada as refugees. My dad never really landed on his feet and we grew up on welfare. My mom stepped up. She did an incredible thing and put our family on her back and kept marching forward. Sometimes the steps were very small but she always tried to keep moving forward. I worked at Burger King starting at 14, giving my paycheck to my mom and dad to support our family in the role that I was assigned - earn enough to pay for our bus passes because we couldn’t afford a car. I was a loser growing up. Some friends, some good memories but mostly forgettable and lonely. I wasn’t very studious but did get my act together in my final year and got into a great university. I immigrated to the US soon after graduating and found an opportunity. Things clicked and I have been traveling a path to find myself ever since. Only in America is this possible… I worked hard, followed the rules, paid my taxes and stayed in California out of loyalty for the opportunities it has given me despite its dysfunction. I found my wife here. Had my kids here. Found my tribe here. There have been some very hard times as well - deaths, divorce, financial pain, mistakes of omission and mistakes of commission. You can’t dwell on these things - they are weights that will pull you down if you’re not careful. Learn from them. Respect them. BUT MOVE ON. To think 50 years ago I could have ever gotten a chance to meet the people I’ve met and have had the experiences I’ve had would have been mind boggling to my parents. It’s mind boggling to me now. We forget often and try to convince others it’s not true but America truly is the best country in the world. Everything and anything is possible here. I can testify. Be grateful to be here. This is the only place that gives EVERYONE a chance to live a great adventure. The first 50 years have been that for me - an incredible adventure. Notice there is nothing here about accomplishments or money. Because it doesn’t matter and it won’t matter. You will be dust in less than 100 years from now and the decision to be remembered won’t be yours so stop sweating it. It’s not in your control. So what is in your control? Be kind. Have fun. Work on something meaningful to you. Find your tribe. Try to find perspective. Find an incredible partner. Have a bunch of kids. Live an adventure. Forgive your parents - they were doing the best they could even if that wasn’t what you deserved. I will do what I can to make my next 50 years a wild ride. You should too. I love you and thank you. ❤️ 🙏🏽🙏🏽

31472926398613.5M

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Chamath Palihapitiya@chamath · 6 天前赛道影响

This will turn out to be a very consequential and important acquisition in AI It is increasingly clear that the future of AI will be ultra capable and ultra cheap sources of intelligence tokens. Huggingface can help Nvidia accelerate this inevitability for the industry. This also allows Nvidia to have another competitive piece on the chess board. As the hyperscalers keep moving down (spinning their own silicon), Nvidia moves up. Game on!

1071502496312.3K

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Chamath Palihapitiya@chamath · 8 天前观点输出

🤔 https://t.co/UCCOjUl5OK

3917306147.7K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Chamath Palihapitiya@chamath · 8 天前政策影响

CloudBees surveyed 200+ enterprise technology leaders this year. 92% said they were confident their AI-generated code was production-ready before it shipped. Then after it shipped, 81% of those same people reported a rise in production issues. Confidence in AI output is now a measurable risk factor. A board can put the 92% "confidence in AI generated code" against the 81% "production issue rate" and really understand what is going on. Is it a bunch of unregulated tokenmaxxing? Or is there a plan and is it working? The report itself says that the bottleneck has moved from writing code to governing it. We agree. 8090 Software Factory gets ahead of this because our core features incorporate tests, reviews and approvals and leaves a record for anyone to follow. Learn more here: https://t.co/Z3s514MWlg

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Chamath Palihapitiya@chamath · 9 天前观点输出

https://t.co/ylcU94L3W1

41901241190.3K

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。