Chamath Palihapitiya ✓
@chamath · In the Arena · joined 03 Apr 2007
Social Capital 8090 God is in the details.
2 433 674Followers
1 139Following
13 801Posts total
50.2MViews on collected posts
Latest posts
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Every CEO is now faced with two options in front of them
1/ Integrate yourself into the AI platforms and potentially risk getting dis-intermediated by OpenAI, Anthropic or Meta
2/ Build a castle around your platform and product, ban any API calls and potentially risk giving up
739.1K views · 1.6K likes
· 133 reposts · 149 replies
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This wrinkle is indicative of a bigger problem: the behavior of agents are still quite naive and help amplify a bunch of issues wrt the direction of AI - most importantly including those of strategy and long term competitiveness.
I suspect everyone will start blocking everyone
225.7K views · 641 likes
· 49 reposts · 148 replies
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👀
I don’t know ZAI’s P&L so won’t comment on it but will state the obvious:
Unless you vertically integrate and show a credible path to owning models, app, tokens, cloud, data centers and silicon the risk of being a hi volume, low profit company is abnormally high in this
248.5K views · 524 likes
· 33 reposts · 72 replies
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“People are working 12 to 13 hours a day just to press enter.”
We are turning an entire generation of technical experts around the world into the equivalent of retirees pushing a button in front of casino slot machines.
Essentially the brain rot of doom scrolling social media
1.1M views · 4.3K likes
· 297 reposts · 279 replies
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Obviously.
They’ve been scaremongering to try and save businesses that are self-commoditizing and under intense competition from other players that can do the same thing way cheaper.
Remember a few months ago when Dario claimed Mythos was too powerful to safely release?
Lie.
97.4K views · 193 likes
· 27 reposts · 14 replies
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therapy is such a funny concept
“wow, there are so many problems in my life. I should talk to a stupid bitch who voted for Kamala Harris”
1.4M views · 57.3K likes
· 3K reposts · 277 replies
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Despite record usage of the models, ZAI stock is down over 2x from its peak. The Chinese markets have a real understanding of the economic impact of AI, the US ones do not. It's very important that the US government doesn't bail any of this out. https://t.co/m5zEzxzmLr
274.1K views · 1.1K likes
· 51 reposts · 43 replies
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@chamath How much did these “American clouds” pay you for this post?
And how clueless can you be to exclude CoreWeave here? Or paid to do that as well?
2.7K views · 51 likes
· 2 reposts · 9 replies
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Prediction: within 12 months, top three models will be open source.
Economic winners will be the American clouds that serve them:
Nebius
Iren
Baseten
Together
Fireworks
531K views · 3.5K likes
· 268 reposts · 297 replies
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The group behind such hits as: “We’re All Going To Die” and “Regulate Me Now” are building a wet lab in SF.
I do not recommend this.
559.7K views · 11.1K likes
· 1.4K reposts · 457 replies
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Dina Powell McCormick (@DinaPowellMcC), President and Vice Chairman of Meta (@Meta), took the stage at the All-In Summit this week. The full conversation about Meta's next chapter drops tomorrow. Stay tuned. #AllInSummit https://t.co/oSqjSP91wC
105.5K views · 147 likes
· 13 reposts · 4 replies
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0:23
Satya Nadella talks about how in Quincy, Washington, a 400/500 MW data center has contributed to a rural town over many years.
the tax revenues have gone up 12X, continued economic growth, new infrastructure, and public infra such as a school, hospital, town center, and aquatic
25K views · 52 likes
· 7 reposts · 5 replies
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1:37
“Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us.”
250.4K views · 4.6K likes
· 260 reposts · 155 replies
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All-In Summit: Vice President JD Vance 🔥
-- Assessing the Admin So Far
-- AI Approach, Dealing with Doomerism
-- Going After H-1B Abuse
-- Anti-Fraud Plan, Why Entitlements Fraud is Hard to Stop
-- Relationship with Israel, Rational Foreign Policy
-- Midterms Message https:
357.3K views · 664 likes
· 91 reposts · 28 replies
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27:31
This was really good from @satyanadella
104.4K views · 543 likes
· 21 reposts · 13 replies
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Pls join if you’re curious! 8090 Software Factory is becoming very very good.
89.7K views · 167 likes
· 16 reposts · 25 replies
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Against accounts of the same size
78 posts from the last 90 days, next to the 1M–10M follower range. shown to more people than peers of the same size.
Median views249 472this account14 648median for 1M–10M
Reach, %10.25%this account0.74%median for 1M–10M
Engagement, %0.63%this account0.70%median for 1M–10M
| Metric | This account | Median for 1M–10M | Ratio |
|---|---|---|---|
| Median views per post | 249 472 | 14 648 | 17.0× |
| Reach (views ÷ followers) | 10.25% | 0.74% | 13.8× |
| Engagement rate | 0.63% | 0.70% | 0.91× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
1.3K19 Sep
4.1K
2.7K
274.1K20 Sep
1.4M
97.4K
370.7K
104.9K
1.1M
248.5K
225.7K21 Sep
739.1K22 Sep
631.7K
274.7K23 Sep
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
7.43%19 Sep
2.47%
2.29%
0.45%20 Sep
4.41%
0.24%
0.58%
0.30%
0.44%
0.26%
0.38%21 Sep
0.26%22 Sep
0.23%
0.35%23 Sep
Reactions — likes, reposts, replies and quotes — divided by views. Median for 1M–10M accounts is 0.70%.
What the audience does
Likes80.9%97 706 in total
Reposts5.1%6 120 in total
Replies2.1%2 516 in total
Quotes0.5%557 in total
Bookmarks11.5%13 887 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
Followers by day
18 Sep21 Sep24 Sep
Daily snapshots since 18 Sep 2026; the dashed line is the starting count.
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