Chamath Palihapitiya, GP @ Social Capital
Chamath Palihapitiya argues that AI infrastructure—specifically land, power, and interconnection—is the fastest path to returns, while cautioning against overvalued silicon and emphasizing software harnesses as defensible moats. He spotlights three deals: Bitdeer's $4.7B AI data center lease pivot, Extropic's thermodynamic sampling chip, and Nvidia's free self-driving model release.
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Topics: AI (Horizontal) · AI Infrastructure · Energy & Climate
Published by Chamath Palihapitiya · their site ↗
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