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chamath

All AI Pulse updates tagged "chamath".

2 signals
X.com11/03, 21:48Business

There is a version of the future which is rebels with hyper advanced AI vs monolithic incumbe...

There is a version of the future which is rebels with hyper advanced AI vs monolithic incumbents with boatloads of free cash flow and reg capture…

X.com11/03, 19:17Infrastructure

Its very interesting to note the pace of application features from the foundational model com...

Its very interesting to note the pace of application features from the foundational model companies. As the cost of the marginal token approaches zero, the value is not in selling tokens. It is very clearly in moving up the stack and owning the application lay