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# ![@chamath Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3291691.png) @chamath Chamath Palihapitiya

Chamath Palihapitiya has been discussing various topics, including AI, entrepreneurship, and investment. He recently mentioned that Grok 4, an AI model, is now the leading AI model in the world, and also talked about his tequila business, which has already sold out. He also shared his views on computation, automation, and investment, emphasizing the importance of leveraging computation to win in various fields.

### Engagements: XXXXXXXXX [#](/creator/twitter::3291691/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3291691/c:line/m:interactions.svg)

- X Week XXXXXXXXXX +196%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXXX +202%
- X Year XXXXXXXXXXX +328%

### Mentions: XX [#](/creator/twitter::3291691/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3291691/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +36%
- X Months XXX +104%
- X Year XXXXX +111%

### Followers: XXXXXXXXX [#](/creator/twitter::3291691/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3291691/c:line/m:followers.svg)

- X Week XXXXXXXXX +0.05%
- X Month XXXXXXXXX +0.12%
- X Months XXXXXXXXX +5.10%
- X Year XXXXXXXXX +11%

### CreatorRank: XXXXX [#](/creator/twitter::3291691/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3291691/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3291691/influence)
---

**Social category influence**
[finance](/list/finance)  #730 [technology brands](/list/technology-brands)  #5823 [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [social networks](/list/social-networks)  #3100 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[money](/topic/money) 3.47%, [tesla](/topic/tesla) #932, [spac](/topic/spac) #17, [xai](/topic/xai) #108, [china](/topic/china) 2.08%, [$googl](/topic/$googl) 2.08%, [ipo](/topic/ipo) 2.08%, [meta](/topic/meta) 1.39%, [slack](/topic/slack) #3, [drugs](/topic/drugs) XXXX%

**Top accounts mentioned or mentioned by**
[@johnwillia71018](/creator/undefined) [@grok](/creator/undefined) [@joefblaze](/creator/undefined) [@janioaalto](/creator/undefined) [@elonmusk](/creator/undefined) [@elbasti](/creator/undefined) [@memecoinindex](/creator/undefined) [@theallinpod](/creator/undefined) [@wallstreet_dawg](/creator/undefined) [@pkoutroulas](/creator/undefined) [@ericjackson](/creator/undefined) [@bradwhitman1](/creator/undefined) [@friedberg](/creator/undefined) [@8090solutions](/creator/undefined) [@juifen11](/creator/undefined) [@kevindickersonx](/creator/undefined) [@dubzbtc](/creator/undefined) [@alojoh](/creator/undefined) [@sofi474279](/creator/undefined) [@skylar_girard](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Shopify Inc (SHOP)](/topic/$shop) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts [#](/creator/twitter::3291691/posts)
---
Top posts by engagements in the last XX hours

"very deeply under-appreciated edge for Elon. the retention of the best people happen when you can offer them a free-wheeling culture of technical innovation no politics and few constraints"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943299323762282791) 2025-07-10 13:20:38 UTC 1.9M followers, 298.2K engagements


"Incredible that almost 58k people voted. I hope everyone that voted No feels seen. Now onto business. I got calls from many Wall Street and Crypto Titans yesterday. They all want in and their vote matters a lot to me so. I will probably do it. Maybe this time it will go better Who knows. The risks are clear though. The last time wasnt a success by any means. I will include this poll AND the community note in EVERY SEC filing possible. It will make an excellent disclosure about the risks and is not short of irony. So what kind of company do you guys want No crying in the casino"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1935740807925100853) 2025-06-19 16:45:47 UTC 1.9M followers, 1.7M engagements


"More commas or more communists Everyone wants more commas. Only the gullible want more communists"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1939795375579365454) 2025-06-30 21:17:11 UTC 1.9M followers, 182.3K engagements


"If Grok4 and The Bitter Lesson teaches us anything about the power of computation export controls on silicon for training may become a necessary and strategic lever for the US to maintain AI supremacy"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943567845813522867) 2025-07-11 07:07:38 UTC 1.9M followers, 329.8K engagements


"Can someone please start CAA for AI people"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945570312604500027) 2025-07-16 19:44:44 UTC 1.9M followers, 305.4K engagements


"Howard oozing tastean incredible Rashid Johnson behind him and our tequila in front of him 💪🏽👊🏽 Which Ultra-VIP will get it next"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1944693716796477835) 2025-07-14 09:41:27 UTC 1.9M followers, 480.9K engagements


"Tell me what to buy tomorrow and if you convince me Ill throw a few XXX ks at it to start. Ride or die"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1353936030202646529) 2021-01-26 05:21:19 UTC 1.9M followers, 24.8K engagements


"For whatever reason this one issue is the one that super tilts me. I hate the idea that Ive unintentionally eaten all this microplastic 😡"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1934707464597065781) 2025-06-16 20:19:39 UTC 1.9M followers, 424.5K engagements


"@cryptonite_1 Poorly kept secret: the Ivy League educates the progeny of oligarchs abroad"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943923711230325136) 2025-07-12 06:41:43 UTC 1.9M followers, 5662 engagements


"Your Product Stack is a Cry for Help Whether youre a solo builder or a team collectively you are the entire industrial assembly line. Your current stack - Notion docs - Figma screenshots - GitHub issues with no assignees - Slack messages like is this still broken - ChatGPT hallucinations - A whiteboard you havent erased since May It's less of a workflow and more of a coping mechanism. Software Factory turns all that chaos into one product system: Think PRD Plan Build Validate It's ideal for founders and product/dev leaders with too many tabs and not enough hands. Software Factory starts lean"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945033773642391850) 2025-07-15 08:12:43 UTC 1.9M followers, 479.8K engagements


"AI may be the industrial logic that can drive the following merger cascade: xAI Tesla SpaceX This would be pretty logical imo. One company focused on consciousness in all of its forms - physical digital beyond earth. Im here for it"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1944291098878238835) 2025-07-13 07:01:35 UTC 1.9M followers, 403.5K engagements


"Software Factory will offer the best chance for anentrepreneur to build and maintain a billion-dollar software product solo. Sign up for the waitlist:"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1942681289397530677) 2025-07-08 20:24:47 UTC 1.9M followers, 105.3K engagements


"Marc nails it. In my opinion if you get federal funding you should be capped at how many foreign students you admit to 5-10% at the undergraduate level and 30-40% at the graduate level. The clear preference should be merit based admissions of kids from America. One reason its not this way and has become so lopsided in favor of foreign students is because the most elite colleges charge double or triple the tuition to these kids. By doing so these schools have gotten addicted to that revenue. And so slowly Harvard and Columbia end up with 50-70% foreign students and 2-3% admission rates for"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943921203212955787) 2025-07-12 06:31:45 UTC 1.9M followers, 1.1M engagements


"FWIW I think my mental models of the future have evolved significantly and more precisely since then. I wonder how well my current takes will age in 5-10yrs"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945368472906817878) 2025-07-16 06:22:41 UTC 1.9M followers, 232.1K engagements


"@bryan_johnson knowledge yes. intelligence maybe not"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945498222450872765) 2025-07-16 14:58:16 UTC 1.9M followers, 61.4K engagements


"The best part of a well lived professional life is the journey. The second best part of a well lived professional life is the moment before victory. Everything else is a distraction"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945446992538218770) 2025-07-16 11:34:42 UTC 1.9M followers, 455.1K engagements


"In just a few days thousands of people have already joined the Software Factory waitlist. Why Because while AI can help you write code. it still doesnt do a great job of helping you build a product. Software Factory is not a chatbot. It's your productOS syncing PRD Specs Code QA. Software Factory is built for people who want mission control not tool sprawl and drift. Think code-gen is enough Thats just one part of a successful product org. 👉"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1944288924412596455) 2025-07-13 06:52:57 UTC 1.9M followers, 243.6K engagements


"If this is even remotely true combined with everything else happening rn the only safe trade are hard assets and dare I say gold. Sheesh"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1928162226466075094) 2025-05-29 18:51:12 UTC 1.9M followers, 1.7M engagements


"Were looking for a GM to run Learn With Me the research program I started to stay on top of whats happening in the world. You will lead this in partnership with my Head of Research. You'll be the person who keeps the trains running while supporting the energy and originality of the work. Youll help us hit a higher publishing cadence manage cross-functional projects with designers and researchers and make sure our production calendar moves smoothly. You will help us hire and retain the top talent and you'll protect the team from chaos so everyone can operate in their zone of genius. Steps to"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945238403320275417) 2025-07-15 21:45:50 UTC 1.9M followers, 299.3K engagements


"Over the past XXX years: The number of banks have gone from 28000 to 4500 The number of public companies in the US peaked 8000 and has since shrunk to 6000 Meanwhile the amount of regulation and regulatory agencies have exploded. Regulation at the limit strangles entrepreneurs smaller businesses and public companies in favor of consolidators large rollups and administrators. We need a regulatory reset"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1923932434304991736) 2025-05-18 02:43:31 UTC 1.9M followers, 40.6M engagements


"China is doubling and tripling down on solar. This will allow them to bring their marginal cost of electricity to zero very quickly. They installed 93GW in May alone"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1940439243878510995) 2025-07-02 15:55:42 UTC 1.9M followers, 488.3K engagements


"Just occurred to me that the professional gambling community needs to figure out that the casino lobby is in favor of the new gambling provisions in the BBB and will probably not be coming to their rescue. Why Because it punishes sharps and likely does nothing to disincentive people who gamble for entertainment. Likely means more profit for the casinos"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1941219220244640197) 2025-07-04 19:35:02 UTC 1.9M followers, 363.6K engagements


"Jon - The companies I have started/invested/own/run are responsible for some important things that you likely need or live with: AI Energy Batteries for your EV Drugs for Rare Diseases Cancer Surgery etc. In doing all of this no Democratic administration has EVER cared what I thought of any policy. Zero. Never. None. The only time I met Obama was when he tried to shake me down to donate to his foundation - I said no. Meanwhile and I want to be clear - President Trump nor his team have EVER asked for anything. Not one. Never. They are ferociously curious - which I respect deeply. They want to"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1910475566949847521) 2025-04-10 23:30:44 UTC 1.9M followers, 1.9M engagements


"Great to see my friends @tobi and @fnthawar at Shopify during Toronto Tech Week. Great company and team. Heres my chat with Farhan"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943311385015799935) 2025-07-10 14:08:33 UTC 1.9M followers, 113.1K engagements


"This was what I was hoping to fix with SPACs. You may not like SPAC founder promotes or other forms of value transfer to intermediaries but you can never claim it wasn't disclosed. The Circle IPO and ALL traditional IPOS are the opposite. Value is transferred to randoms and it makes no sense. In order to get the IPO off the team at Circle had to sell 14.4M shares at the IPO price of $XX for total proceeds of $446M. These shares were "bought" by the IPO bank and then sold to their best clients. Those 14.4M shares are now worth $3.456B. Meaning the employees that sold these shares lost out on"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1936137103701839916) 2025-06-20 19:00:31 UTC 1.9M followers, 1.2M engagements


"I think marijuana is the most insidious of drugs. It is legal in many states is socially acceptable to many and is relatively easy for kids to hide access and consume (vape gummies etc). But the science is beginning to tell a very ugly story. We should have never legalized it. But now that it is I hope we do something to mandate standard toxicity and concentration labeling at a minimum. This stuff is turning a plurality of our kids into zombies"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1912149790541889671) 2025-04-15 14:23:30 UTC 1.9M followers, 4.2M engagements


"Using lots of computers and letting them think on their own will always beat a bunch of humans telling a computer what to thinkThe Bitter Lesson"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1944121128299254204) 2025-07-12 19:46:11 UTC 1.9M followers, 203.4K engagements


"This is the dirty secret of AI rn. Every large company has paid for something called AI so they can report up to the CEO and Board of Directors that they are on top of it. But little is working in production or at hi quality. Chat and code gen are the two exceptions. The reality is that it is still quite difficult for companies to get hi quality predictable code into production that is AI centric and replaces legacy features. New capabilities are equally difficult to build and launch. This is what we also initially encountered across our customers and across industries at @8090solutions. That"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1941766577281458285) 2025-07-06 07:50:02 UTC 1.9M followers, 801.1K engagements


"The big problem with this graph is that as AI gets reduced to computation power it further gets reduced to electricity to power the data centers that house the computation. The US is still ahead in model sophistication and quality but we are way behind on electricity generation which could catch up with us. Need to pay close attention to this and make sure we incentivize every form of electricity generation storage transmission and distribution"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1944832864425750978) 2025-07-14 18:54:22 UTC 1.9M followers, 2M engagements


"Apropos of celebrity drinkers of our tequila I just got a text from Bezos. Sent my plane with a case of our tequila to Venice as a wedding present. Congratulations Jeff+Lauren"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1939049133362319363) 2025-06-28 19:51:53 UTC 1.9M followers, 792.3K engagements


"This chart is even more interesting when you reflect the capex that it has taken to generate these results"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945508824254644600) 2025-07-16 15:40:24 UTC 1.9M followers, 299.2K engagements


"Good thing this mouthpiece of Globalist rhetoric is literally ALWAYS wrong. PS - Your cover just convinced me this will work"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1907840336866717993) 2025-04-03 16:59:16 UTC 1.9M followers, 1.5M engagements


"@troyhouse @Cokedupoptions i'll bet your entire net worth x XX. the anaconda is the worst kept secret of silicon valley"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1931039584672186651) 2025-06-06 17:24:48 UTC 1.9M followers, 645K engagements


"@davidasinclair Apparently it also makes you impotent. Now what @bryan_johnson"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945196168373280998) 2025-07-15 18:58:01 UTC 1.9M followers, 25.2K engagements


"Can confirm FSD is awesome. For the past two months in our own car we now just get in put in the destination and turn on FSD. Its changed my mood when I drive. More relaxed less feeling Im distracted"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1915104190705357114) 2025-04-23 18:03:14 UTC 1.9M followers, 35.2M engagements


"Daddys home is much larger than a trend. We are re-establishing global US Supremacy"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1938986873776406594) 2025-06-28 15:44:29 UTC 1.9M followers, 547.2K engagements


"This guy is definitely talented. A rich kid LARPing as a poor mans defender. But anyone who has grown up poor (I grew up on welfare) or people who are poor hate people like this. None of us wanted to stay poor. We wanted to be rich and never look back. The hard work resilience and ingenuity to do so should be celebrated. Only a masochist or an idiot would want to stay poor. So as it turns out the only people that fall for this ragebait are guilty rich people who inherited wealth or luckboxed their way to wealth and feel they dont deserve it. Youd think there arent many of them and youd be"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1939755621693456871) 2025-06-30 18:39:13 UTC 1.9M followers, 1.8M engagements


".@AmericanExpress may have the laziest and worst run marketing department of any large company. I have had an Amex Gold card for XX years. In that time I have also NEVER been approached for any kind of upsell cross sell or reactivation. This is despite spending habits that in some months in some years were quite meaningful and diverse. Its almost as if they have ZERO understanding of their customers. Net result is ZERO loyalty. In the last few years Ive mostly migrated to using the @Mastercard Apple Card and the umpteen Ramp cards Ive been issued. Seems like a big fail that will eventually"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1928964351828045862) 2025-05-31 23:58:34 UTC 1.9M followers, 2.5M engagements


".@8090solutions will release our Software Factory on Sep1. Sign up below if you want to try it. What is Software Factory While AI can help you write code Software Factory helps you build a production-quality product. If you want to move fast it is a system that keeps your product and code in sync and allows you to build like a multi-person team but with the clarity of one. It works horizontally across the software development lifecycle from PRD to Eng Plan to GitHub Issues to QA and Production. It is an asynchronous AI native system that ties planning to specs to your build process with a"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1940442776396566670) 2025-07-02 16:09:44 UTC 1.9M followers, 386.7K engagements


"@levie Imagine there was more room for American students - do you think we would have had to have a Supreme Court ruling to try and get back to merit based admissions Its a lot of variables that have moved together to decay our educational system. That I agree with you"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943949158592709052) 2025-07-12 08:22:50 UTC 1.9M followers, 26.9K engagements


"Cursor Replit etc work exceptionally well for engineers writing code but what about all the other personas involved in building products Product Managers Engineering Managers QA This is why we built Software Factory to help us ship production code more consistently with higher quality and better accountability. It works for us and may be useful to you. X. Software Factory automates key components of the SDLC into one simple workflow. It obviates the need for the endless sprawl of various tools that all these personas use today to ship product. X. Software Factory also orchestrates workflow"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943596660031930482) 2025-07-11 09:02:08 UTC 1.9M followers, 171K engagements


"@pulte This will help a lot of people. Great job"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1942681998369186222) 2025-07-08 20:27:36 UTC 1.9M followers, 117.7K engagements


"One thing Ive noticed in Milan over the past X years of coming here: The number of Teslas have been very limited. Maybe it was range anxiety or maybe it was difficult to get chargers installed as most people live in apartments. Im not sure. But something changed and now Ys and 3s are everywhere"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943926210062692573) 2025-07-12 06:51:39 UTC 1.9M followers, 411K engagements


"Have you ever wondered why all companies independent of size or sector all seem to have the same org chart The titles repeat. The hierarchies repeat. The roles and responsibilities repeat.just the acronyms and vernacular from industry to industry seem to change. Is this really ideal If so then why do profit margins and ROIC differ so much across companies and across industries Why wouldn't a poor performing company experiment with a different organizational model to improve obviously poor performance On the other hand why do some companies buck these trends and usually massively overperform"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1942500291984642123) 2025-07-08 08:25:34 UTC 1.9M followers, 257.3K engagements


"US books second largest surplus in history"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943923026325909881) 2025-07-12 06:39:00 UTC 1.9M followers, 315.2K engagements


"Chinas CATL the worlds largest EV battery maker raised nearly $X billion in a secondary Hong Kong listing this week to fund its overseas expansion. The company plans to use the proceeds to accelerate construction of new factories in Hungary Spain and Germany building on its partnerships with European automakers like BMW and Stellantis. This marks a push for CATL to scale beyond China where it already supplies one in every three EV batteries worldwide and a growing share of grid storage systems. CATL has also expanded its presence in the U.S. through grid-scale deployments and a technology"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1927053741783425530) 2025-05-26 17:26:29 UTC 1.9M followers, 4782 engagements


"Here is an incredible proposal by @SenMikeLee. This would direct the US Government to sell land for the explicit purpose of increasing our housing supply. It includes the appropriate protections for National parks and the like. This is a no brainer win-win. US Government collects revenues they can direct to paying down our debt while increasing the supply of land that can help decrease housing prices and increase the number of homeowners. Pass this now"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1935750828218065362) 2025-06-19 17:25:36 UTC 1.9M followers, 2.2M engagements


"This is the kind of buffoon we have LARPing as VCs these days. Didnt read my post. Didnt look at the details. Wanted to see whatever he wanted and spouted off. I was quite explicit about focusing on Net DPI (the only real number in the game) and not TVPI which is a bullshit metric. Is this the kind of moron you want handling your money If so you will eventually lose what you give him. LPs please take note of his attention to detail (poor) his ability to read (also poor) and then ask for his Net DPI to you before giving this guy any money. As I have stated many times TVPI is a bullshit vanity"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1929337973864354083) 2025-06-02 00:43:12 UTC 1.9M followers, 808K engagements


"Groq is the fastest and cheapest inference solution in market. We are now scaling and building this capability around the world"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943186608452207018) 2025-07-10 05:52:44 UTC 1.9M followers, 329.9K engagements


"I have no affiliation or investment in Ramp but they seem to have a lot of product-market fit amongst my startups and family office"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1936888163148124514) 2025-06-22 20:44:58 UTC 1.9M followers, 690.2K engagements


"Which two of the Mag7 will win in AI My answer: Tesla #1 Google #2"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1937596070948934017) 2025-06-24 19:37:56 UTC 1.9M followers, 353.1K engagements


"@elbasti you're confusing LCOE with generation + transmission + distribution. this may be because you have absolutely no idea about what you are talking about in this area"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945468741598269745) 2025-07-16 13:01:07 UTC 1.9M followers, 71.8K engagements


"Just spoke to @NYSE and I asked them to reserve two possible tickers. Please choose the one you would like"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1935850708181614637) 2025-06-20 00:02:29 UTC 1.9M followers, 474.6K engagements


"If at first you dont succeed just shit on others. That will surely fix you being a loser"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1937353307481125317) 2025-06-24 03:33:17 UTC 1.9M followers, 469.5K engagements


"@bullishbynature If you think a regulated SEC capital raising instrument that raised $250B dollars for thousands of companies is a scam youre either poor naive or both"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1939781266821587043) 2025-06-30 20:21:08 UTC 1.9M followers, 4623 engagements


"The GOAT has spoken: No crying in the casino"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1908326913225220458) 2025-04-05 01:12:45 UTC 1.9M followers, 510.6K engagements


"Make no mistake no legislation is perfect but this is critical and important legislation that will help reinforce US dollar hegemony"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945395220314481062) 2025-07-16 08:08:58 UTC 1.9M followers, 432.6K engagements


"Venture firms including Khosla Ventures General Catalyst and Thrive Capital are testing a new investment strategy involving acquiring mature low-tech service businesses and modernizing them with AI tools internally. These targets such as call centers accounting firms and homeowners associations offer steady cash flows and entrenched customer bases that could be made more efficient with internal AI tools and automation. General Catalyst has already backed seven such companies including Long Lake a platform rolling up HOAs which has raised $XXX million. Khosla Ventures is evaluating similar"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1927053745646375290) 2025-05-26 17:26:30 UTC 1.9M followers, 64.9K engagements


"We launched our ultra premium tequila today in LA at Delilahs"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1936655949399499044) 2025-06-22 05:22:14 UTC 1.9M followers, 2.3M engagements


"This is a great example of the narrative fallacy that governs Silicon Valley. We sell mission and vision as so important but its a lie. All companies get reduced to the same basic economic equation - your time for their money. In this we are all hyper predictable creatures and no amount of mission and vision will supersede the ability to build generational wealth for oneself and ones family when given the chance. Turning down gobs of money is a luxury belief for the foolish or the already rich"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1939762795266125847) 2025-06-30 19:07:44 UTC 1.9M followers, 353.1K engagements


"Should All In launch an All In Fund of Funds that allows retail investors to leverage our collective access to startups venture funds hedge funds and PE funds If the size was big enough we could negotiate some great access AND fee discounts"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1927123041194025185) 2025-05-26 22:01:51 UTC 1.9M followers, 872.4K engagements


"Wow - great work. Moneyball for the NBA will have at the limit two consequences for teams: X. Computer models overfitting to their training set will ultimately suggest brittle player selection. X. Play selection and player training will become a process of finding a Nash equilibrium which will make the product more defensive with less scoring and the scoring being more EV+. As a side note this will also make betting models extremely accurate"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1927369686569644404) 2025-05-27 14:21:56 UTC 1.9M followers, 530.2K engagements


"The top XX% of American households own XX% of the total equities owned by American households. The next XX% of households own 12%. This means the bottom XX% of Americans have ZERO interest in the stock market are likely in debt and l simply just want to do better. This reinforces what Bessent has said earlier that the stock market is a Mag7 problem not a MAGA problem. If fixing the system is about fixing what isnt working for them then dont expect a magic lifeline for equities. Conventional wisdom has been that there is always a Fed put or a White House put if the stock market contracts"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1908370460624220492) 2025-04-05 04:05:48 UTC 1.9M followers, 135.8K engagements


"The Bitter Lesson Definition: General methods of problem solving that leverage computation ultimately win out over narrow methods that try to encode human knowledge or biases. The bitter lesson is playing out in realtime right now in autonomy (Tesla vs Waymo) and in Foundational AI model building (Grok v OpenAI v Gemini v Llama) with Trillions of dollars of economic value on the line in each case. So far betting on computation has been the winning approach while betting on narrow but deep knowledge acquisition/labelling is coming in second. If the bitter lesson can be observed in autonomy and"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943195645348606288) 2025-07-10 06:28:39 UTC 1.9M followers, 114.2K engagements


"From the invention of planes until the 1980s (or thereabouts) it was all about protecting the passengers and pilots from the plane itself. But technology and automation made the planes increasingly and exceptionally safer. From the 1980s to the early 2000s (until 9/11 really) it was then about protecting the plane and pilots from certain passengers - specifically hijackers. Now its pretty clear that as passengers are better screened and as the planes have become even more reliable the only risk that is left is pilot error or sabotage. We need more supervision/automation that protects the"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1944998236403720705) 2025-07-15 05:51:30 UTC 1.9M followers, 197.3K engagements


"Here are my cumulative returns (including SPACS) across all my investing activities since becoming a professional investor. The first five funds were traditional LP/GP funds where I was the largest LP and the keyman GP. The last fund was only my capital. Here are a few rules I have learned after XX years of doing this. YMMV. Rules: Rule X. Dont lose money. Find every way possible to return the fund as quickly as possible. This can dampen returns but make the returns more predictable. Rule X. Dont ever forget Rule No X. Rule X. The only thing that matters is DPI. You cant eat IRR. When you"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1925947517939658808) 2025-05-23 16:10:45 UTC 1.9M followers, 1.9M engagements


"Who reads this and then thinks the answer is LESS automation/computation"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943924816492257768) 2025-07-12 06:46:07 UTC 1.9M followers, 225.3K engagements


"AI writing code is helpful but incomplete. Try shipping something from an app-crapper that doesn't just fall apart at the seams when someone changes one button. Product teams need a product OS. A space where Business people PMs Designers Eng Managers Developers and QA can each play their role in shipping hi quality product to production. This is why we built Software Factory. See why thousands are already on the waitlist. 👉"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1944690045794795619) 2025-07-14 09:26:52 UTC 1.9M followers, 93.5K engagements


"This is less about Uber or Lyft and more about a desire to ride alone without a person you dont know who can overhear conversations or interrupt quiet contemplation. Driverless is the experience of the future. The question is if the Uber or Lyft apps can provide enough intermediary value to remain relevant when this experience is omnipresent. Separately this becomes an obvious win for Tesla once they ramp. It seems on the surface that this will become a technology footrace between Waymo and Tesla and neither will have a deep incentive to work with other apps once they fully understand the"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1929290467008819289) 2025-06-01 21:34:26 UTC 1.9M followers, 1.3M engagements


"The marginal cost of compute is going to zero. The marginal cost of energy is going to zero. Plan accordingly"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945447502628491590) 2025-07-16 11:36:43 UTC 1.9M followers, 2M engagements


"Exceptional software engineers who would like to get rich pay attention. Announcing "8090 Top Coder Challenge: The Need for Speed" On June 7th (Saturday) at 10AM PT I'll drop the instructions. You'll then have exactly X hours to build and submit your solution. It's designed to be hard to complete fully but try your best. Show us your skills under pressure and use whatever AI assistants you want Winner will get a $10k cash prize and a job offer with generous equity. We will give job offers to a few select others as well. Details of the challenge coming on Saturday but if you want to know more"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1930334198344364106) 2025-06-04 18:41:51 UTC 1.9M followers, 3.1M engagements


"Many people misunderstand the logic of focusing on Harvard. I dont think this is random or petty. It has important societal consequences: X. Harvard had been a bastion of insiders educating and placing the next generation of insiders in the economy and government. But if you have instead become a center of woke ideology then this source of talent has been completely corrupted and cant be trusted anymore to run companies or government. Inasmuch the head of the snake must be chopped off. X. Harvard is the textbook example of an asset management company masquerading as a non profit educational"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943214763254931537) 2025-07-10 07:44:37 UTC 1.9M followers, 236.6K engagements


"Elon doing Elon things Grok X is now the leading AI Model in the world. I think people may not realize how impressive this feat isthey started from scratch just a few years ago"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1943177837956968499) 2025-07-10 05:17:53 UTC 1.9M followers, 976.7K engagements


"@EJunkman i don't think you understand how an IPO allocation works. The banks give it to their best hedge fund clients and their richest families.so i think "randoms" is appropriate"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1936138962168692763) 2025-06-20 19:07:54 UTC 1.9M followers, 9768 engagements


"2025 was supposed to be the year of agents. so far its been the year of letdowns. That line kind of says it all. Everyones been let down by agent POCs this year. Stuff that looks cool in a demo but falls apart the second you try to use it reliably in/for production. I think thats why so many thousands of people have already signed up for 8090s Software Factory waitlist. From our experience after trying so many agent POCs it hits differently because its not trying to be flashy it just works. Its built as a system and not a stunt. And its being hardened on many very demanding customers and use"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1945820402409693445) 2025-07-17 12:18:30 UTC 1.9M followers, 224.5K engagements


"Is there a grand unified theory of historic architecture that can explain the construction of both the Great Pyramid of Giza and the Kailasa Temple"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1940384424996282857) 2025-07-02 12:17:52 UTC 1.9M followers, 513.9K engagements


"If youre really good at passing technical interviews you can probably get multiple jobs hire a junior team to work under you and arb the total salary minus your headcount costs. Hilarious outcome of remote work"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1940692869997908448) 2025-07-03 08:43:31 UTC 1.9M followers, 763.3K engagements


"There are roughly three kinds of people in the world: 1) those who focus on the past 2) those who focus on the present 3) those who focus on the future Most people get stuck in (1) and live life largely as a bystander. They become lifes hall monitors as others wiz by them. Some people are amazing at dealing with whats in front of them (2) but are not able to think about whats around the corner. They still do well and generally have a great life. They are wonderful people to hire after X to X and are optimistic contributors. The last group of people (3) are extremely well rewarded for being"  
![@chamath Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3291691.png) [@chamath](/creator/x/chamath) on [X](/post/tweet/1935737819944960099) 2025-06-19 16:33:55 UTC 1.9M followers, 446.7K engagements