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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 his SPAC deals, artificial intelligence, and energy. He recently highlighted the importance of increasing America's energy output to support its competitive advantages. He also expressed excitement about working with Blackstone on data center energy and infrastructure development.

### 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 XXXXXXXXX -XX%
- X Month XXXXXXXXXX +195%
- X Months XXXXXXXXXXX -XX%
- X Year XXXXXXXXXXX +287%

### 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 no change
- X Month XXX +14%
- X Months XXX +2.70%
- X Year XXXXX +133%

### 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 +0.04%
- X Month XXXXXXXXX +0.17%
- X Months XXXXXXXXX +1.20%
- X Year XXXXXXXXX +9.40%

### CreatorRank: XXXXXX [#](/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)  XXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  #175 [technology brands](/list/technology-brands)  #2256 [exchanges](/list/exchanges)  #2139 [cryptocurrencies](/list/cryptocurrencies)  XXX% [travel destinations](/list/travel-destinations)  XXX% [vc firms](/list/vc-firms)  XXX% [social networks](/list/social-networks)  XXX% [currencies](/list/currencies)  XXX%

**Social topic influence**
[$googl](/topic/$googl) #43, [china](/topic/china) #3559, [infrastructure](/topic/infrastructure) #186, [investment](/topic/investment) #1004, [money](/topic/money) 0.8%, [over the](/topic/over-the) #1956, [spac](/topic/spac) #9, [private equity](/topic/private-equity) #57, [a very](/topic/a-very) #1531, [about to](/topic/about-to) #752

**Top accounts mentioned or mentioned by**
[@johnwillia71018](/creator/undefined) [@grok](/creator/undefined) [@lamontlabs](/creator/undefined) [@timmypuffedit](/creator/undefined) [@davidsacks](/creator/undefined) [@friedberg](/creator/undefined) [@elonmusk](/creator/undefined) [@mikalche](/creator/undefined) [@jason](/creator/undefined) [@junglejim10101](/creator/undefined) [@paulieval](/creator/undefined) [@supermanbk201](/creator/undefined) [@theallinpod](/creator/undefined) [@gtboard](/creator/undefined) [@bryanjohnson](/creator/undefined) [@polymarket](/creator/undefined) [@capecodmatt](/creator/undefined) [@michaelgrowth](/creator/undefined) [@levie](/creator/undefined) [@jdvance](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [PSYOP (PSYOP)](/topic/$psyop) [Decentral Games ICE (ICE)](/topic/$ice)
### Top Social Posts [#](/creator/twitter::3291691/posts)
---
Top posts by engagements in the last XX hours

"Katie Porter would like to run the fifth largest economy in the world"  
[X Link](https://x.com/chamath/status/1975711154258534694) [@chamath](/creator/x/chamath) 2025-10-07T23:53Z 1.9M followers, 898K engagements


"QT is over. Now what Probably rate cuts. Yet again Powell is behind the 8-ball. The number of self-inflicted wounds by the Fed is piling up"  
[X Link](https://x.com/chamath/status/1978165799756984704) [@chamath](/creator/x/chamath) 2025-10-14T18:27Z 1.9M followers, 290K engagements


"I have been an investor in @PalmettoEnergy for many years now. They are the fastest growing residential energy company in America. Their offer is simple: get off the treadmill of rising utility rates in your area become more resilient and upgrade your infrastructure to best-gen equipment and save XX% or more while doing it"  
[X Link](https://x.com/chamath/status/1979599814695464993) [@chamath](/creator/x/chamath) 2025-10-18T17:25Z 1.9M followers, 129.5K engagements


"Its working"  
[X Link](https://x.com/chamath/status/1907607060675702979) [@chamath](/creator/x/chamath) 2025-04-03T01:32Z 1.9M followers, 4.9M 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"  
[X Link](https://x.com/chamath/status/1927053745646375290) [@chamath](/creator/x/chamath) 2025-05-26T17:26Z 1.9M followers, 65.5K 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"  
[X Link](https://x.com/chamath/status/1928162226466075094) [@chamath](/creator/x/chamath) 2025-05-29T18:51Z 1.9M followers, 1.7M engagements


"Here is some additional data related to my commentshopefully this helps the cope"  
[X Link](https://x.com/chamath/status/1975217292700250335) [@chamath](/creator/x/chamath) 2025-10-06T15:11Z 1.9M followers, 330.6K engagements


"Probably not ideal that wherever you go or whatever index you buy you end up buying the same thing"  
[X Link](https://x.com/chamath/status/1975677869205668172) [@chamath](/creator/x/chamath) 2025-10-07T21:41Z 1.9M followers, 256.9K engagements


"@aphysicist Me"  
[X Link](https://x.com/chamath/status/1977028117471670481) [@chamath](/creator/x/chamath) 2025-10-11T15:06Z 1.9M followers, 5591 engagements


"@CamAdelipour I spent $7M to give individual families in central California clean drinking water"  
[X Link](https://x.com/chamath/status/1977798700140540199) [@chamath](/creator/x/chamath) 2025-10-13T18:08Z 1.9M followers, 7315 engagements


"Prostate cancer screening is broken in America so I started a company four years ago to fix it. Were almost there with a highly accurate test for prostate cancer that is urine based. Pee in a cup know with precision. Details below i. Over XX million PSA tests are run each year in the U.S. ii. More than XX% of positive results are false alarms leading to over X million men undergoing unnecessary biopsies annually. iii. Even when cancer is found only X in X men actually need treatment but many still undergo surgery radiation or hormone therapy. These treatments are intense and impact quality of"  
[X Link](https://x.com/chamath/status/1927052816629039349) [@chamath](/creator/x/chamath) 2025-05-26T17:22Z 1.9M followers, 513.6K engagements


"- Small government - Fiscal responsibility - Social tolerance - Freedom of speech - Hi quality public schools - Pensions for the old - Healthcare for the sick - Secure border + legal immigration - No wars The first and last items are revolutionary. They would create a society that includes the money and will to ensure all the items between them"  
[X Link](https://x.com/chamath/status/1678652378172588034) [@chamath](/creator/x/chamath) 2023-07-11T06:28Z 1.9M followers, 1.1M engagements


"Good thing this mouthpiece of Globalist rhetoric is literally ALWAYS wrong. PS - Your cover just convinced me this will work"  
[X Link](https://x.com/chamath/status/1907840336866717993) [@chamath](/creator/x/chamath) 2025-04-03T16:59Z 1.9M followers, 1.5M engagements


"The GOAT has spoken: No crying in the casino"  
[X Link](https://x.com/chamath/status/1908326913225220458) [@chamath](/creator/x/chamath) 2025-04-05T01:12Z 1.9M followers, 511.2K engagements


"Just spoke to @NYSE and I asked them to reserve two possible tickers. Please choose the one you would like"  
[X Link](https://x.com/chamath/status/1935850708181614637) [@chamath](/creator/x/chamath) 2025-06-20T00:02Z 1.9M followers, 476.5K engagements


"As with all phases of the capital markets cycle there are the pioneers the fast followers mainstream practitioners and the laggards with each group bigger than the one before it. The issue here is that with 19k PE firms this asset class is firmly in the laggard bucket. The only thing that can correct this is distributions. But with few IPOs and without new capital coming into PE there are less opportunities to sell to other PE firmscreating a big negatively reflexive cycle downwards. Some big LP will soon call it and cut their allocation to PE making it ok for others to fast follow and do the"  
[X Link](https://x.com/chamath/status/1973760585428042225) [@chamath](/creator/x/chamath) 2025-10-02T14:42Z 1.9M followers, 130.9K engagements


"3) Last week Prime Minister Keir Starmer moved to mandate a national digital ID by the end of this Parliament (targeting 2029). The Parliaments goal is to help combat illegal working and streamlining citizens access to vital government services. Government statistics note XX% of UK citizens never had passports while XX% have smartphones suggesting digital ID could reduce identity fraud while increasing access to social benefits. The backlash has been immediate with a Parliamentary petition against Digital ID cards reaching XXX million signatures within a couple days the largest in UK history"  
[X Link](https://x.com/chamath/status/1974540684398129428) [@chamath](/creator/x/chamath) 2025-10-04T18:22Z 1.9M followers, 53.4K 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"  
[X Link](https://x.com/chamath/status/1910475566949847521) [@chamath](/creator/x/chamath) 2025-04-10T23:30Z 1.9M followers, 1.9M engagements


"Private credit is eating private equity. The implications are quite profound for the American economy. PE has had a very poor return profile over the past 5+ years. Very little DPI send back to LPs including me Meanwhile Private Credit hums along and generates great returns that are the same or better than PE and gives me cashflow. But if money flows out of PE and into PC where does PC invest as their PE customers retrench My suspicion is they move aggressively to compete w PE and fund companies to stay independent vs financing PE firms to do go-private transactions. This is healthy and good"  
[X Link](https://x.com/chamath/status/1919450067301498906) [@chamath](/creator/x/chamath) 2025-05-05T17:52Z 1.9M followers, 838.9K 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"  
[X Link](https://x.com/chamath/status/1935740807925100853) [@chamath](/creator/x/chamath) 2025-06-19T16:45Z 1.9M followers, 1.7M 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"  
[X Link](https://x.com/chamath/status/1936137103701839916) [@chamath](/creator/x/chamath) 2025-06-20T19:00Z 1.9M followers, 1.2M engagements


"The marginal cost of compute is going to zero. The marginal cost of energy is going to zero. Plan accordingly"  
[X Link](https://x.com/chamath/status/1945447502628491590) [@chamath](/creator/x/chamath) 2025-07-16T11:36Z 1.9M followers, 2.1M engagements


"China is not known for emotional decisions so take this at face value"  
[X Link](https://x.com/chamath/status/1948399009795637681) [@chamath](/creator/x/chamath) 2025-07-24T15:04Z 1.9M followers, 4.6M engagements


"Agreed. What actually happened was that we stopped valuing having a family and instead became hyper focused on individual goals. The myriad books courses content slogans over the past XX years all reinforced the same incentive: your fulfillment is largely from professional endeavors so double down and lean in. The byproduct was that having a family became secondary and conveyed less status. Unless we dismantle these laggard ideas and find incentives to celebrate and elevate family formation our birthrates will continue to fall"  
[X Link](https://x.com/chamath/status/1949767366075658525) [@chamath](/creator/x/chamath) 2025-07-28T09:42Z 1.9M followers, 960.5K engagements


"Non Farm Payrolls are total garbage so I asked Grok: Hey Grok go look at the Bureau of Labor Statistics website for their non farm payrolls data. Tell me how many times their original forecasts have been revised since Jan 2020. And of those revisions how many times the data was revised up versus down. Categorize this during the Biden versus Trump presidencies. Bottom line is that BLS isnt so much conspiratorial as it is inadequate in its approach. They are all over the place and add little directional signal. They constantly revise and in both directions. The sampling techniques they use are"  
[X Link](https://x.com/chamath/status/1951631686417924120) [@chamath](/creator/x/chamath) 2025-08-02T13:10Z 1.9M followers, 4M engagements


"I spent time with Blackstones Global Head of Real Estate Nadeem Meghji today. I came away really excited about the scale of data center energy and infrastructure development that the world will need and how we can work together to do it. I was also really impressed with what he and Blackstone have built and more personally that he also grew up in Canada before moving to the US like me"  
[X Link](https://x.com/chamath/status/1971362367356489953) [@chamath](/creator/x/chamath) 2025-09-25T23:53Z 1.9M followers, 420.2K engagements


"I have seen how the perception of SPACs became clouded particularly related to sponsor compensation forward guidance and retail investors involvement. With American Exceptionalism Acquisition Corp. A I wanted to address this directly and make improvements based on what Ive learned. With respect to alignment of interests I am proud to announce that we have successfully priced a SPAC with no warrants and where the sponsors compensation is entirely and directly tied to stock price appreciation. The sponsors founder shares are not earned unless the stock price increases at least XX% following a"  
[X Link](https://x.com/chamath/status/1972811873562320930) [@chamath](/creator/x/chamath) 2025-09-29T23:52Z 1.9M followers, 539.3K engagements


"Do this search for yourself and see the green sources vs the red sources. Now ask yourself if this kind of one sided censorship is the best way for you to get the unfiltered truth. It may be that Wikipedia is a massive psyop"  
[X Link](https://x.com/chamath/status/1972846173481566649) [@chamath](/creator/x/chamath) 2025-09-30T02:09Z 1.9M followers, 15.3M engagements


"This is not social justice reform when someone like this walks the streets. This is chaos. Listen to this father"  
[X Link](https://x.com/chamath/status/1973422074787144092) [@chamath](/creator/x/chamath) 2025-10-01T16:17Z 1.9M followers, 1.6M engagements


"Insane $900k/yr in LA is spent per homeless person. Imagine the number of homes that could be built and sold to teachers cops and firefighters with this"  
[X Link](https://x.com/chamath/status/1973761669475229831) [@chamath](/creator/x/chamath) 2025-10-02T14:47Z 1.9M followers, 715.8K engagements


"President Trump got Intel to give Team America XX% of itself at $X. An insane negotiation. All of this upside accrues to American taxpayers which is really incredible. Trump now has a better IRR than Buffett. Deal with it because its mathematically true"  
[X Link](https://x.com/chamath/status/1973825194608504939) [@chamath](/creator/x/chamath) 2025-10-02T18:59Z 1.9M followers, 484.6K engagements


"An important feature of Grokipedia will be The Big Diff List: A list of the most manipulated Wikipedia pages (from the Grokipedia truth baseline) so that Google search deboosts those pages from search AND Common Crawl excludes them from training data. In other words if the human editors and their funders at Wikipedia are engaged in misinformation and content manipulation Grokipedia can hold them accountable and shine a bright light on it so those that feed Wikipedia its traffic act"  
[X Link](https://x.com/chamath/status/1974864103664668757) [@chamath](/creator/x/chamath) 2025-10-05T15:47Z 1.9M followers, 368.6K engagements


"Shes right wing (ish) and believes in deficit spending when there is a high savings rate. IOW money printer in Japan about to go brrrrrrrr"  
[X Link](https://x.com/chamath/status/1975221828454093150) [@chamath](/creator/x/chamath) 2025-10-06T15:29Z 1.9M followers, 370.5K engagements


"Everything is markets. Incredibly proud to be a partner of @Polymarket and @shayne_coplan. This guy is a beast. Also personally Im excited to work more closely with Jeff Sprecher and @NYSE"  
[X Link](https://x.com/chamath/status/1975595518454792402) [@chamath](/creator/x/chamath) 2025-10-07T16:14Z 1.9M followers, 196K engagements


"Google a private for-profit software company has had five Nobel Laureates work for them. Most universities have had none"  
[X Link](https://x.com/chamath/status/1975663445803737202) [@chamath](/creator/x/chamath) 2025-10-07T20:44Z 1.9M followers, 508.7K engagements


"When geopolitical & socio-economic tensions rise both people & nations turn to hard assets. One big buyer in particular has been Beijing. China has been swapping Treasuries for gold for years lifting reserves to over 74m ounces. This is a reflection of both state policy and popular sentiment: hedging against dollar risk sanctions and Chinas own shaky property and stock markets. Its a signal of rising uncertainty in the world"  
[X Link](https://x.com/chamath/status/1975977622548156917) [@chamath](/creator/x/chamath) 2025-10-08T17:32Z 1.9M followers, 659.5K engagements


"Go to 1:15 Katie Porter is multi-dimensionally ugly. Hard to do. Congrats Katie"  
[X Link](https://x.com/chamath/status/1976137383482622410) [@chamath](/creator/x/chamath) 2025-10-09T04:07Z 1.9M followers, 358.1K engagements


"A reminder from Elon about the bitter lesson. The following coordination of machines and electrons will win: 1B AI chips X TW power 100M robots This is now all about capital speed and scale"  
[X Link](https://x.com/chamath/status/1976315086391414923) [@chamath](/creator/x/chamath) 2025-10-09T15:53Z 1.9M followers, 1.7M engagements


"Jensen describes the status quo very accurately. America needs to massively increase our energy output so the rest of our competitive advantages can compound unimpeded"  
[X Link](https://x.com/chamath/status/1976315475266281940) [@chamath](/creator/x/chamath) 2025-10-09T15:55Z 1.9M followers, 294.7K engagements


"Just wanted to give a huge shoutout to my sister Hasini. She worked on behalf of the leading hospital system in Toronto to bring @neuralink there. A very complicated set of agreements making them the first place outside of the US to do this groundbreaking work. Shes an incredible personand lawyer"  
[X Link](https://x.com/chamath/status/1976462948903379175) [@chamath](/creator/x/chamath) 2025-10-10T01:41Z 1.9M followers, 393.8K engagements


"Groq Groq Groq 🤩"  
[X Link](https://x.com/chamath/status/1976654520735371421) [@chamath](/creator/x/chamath) 2025-10-10T14:22Z 1.9M followers, 155.9K engagements


"Everything is market"  
[X Link](https://x.com/chamath/status/1976676723640205328) [@chamath](/creator/x/chamath) 2025-10-10T15:50Z 1.9M followers, 228.8K engagements


"True. China is formidable but so is America. We need to have complete internal resiliency. The critical capabilities to support our society must not be gated by another country and their priorities"  
[X Link](https://x.com/chamath/status/1976849237070811173) [@chamath](/creator/x/chamath) 2025-10-11T03:16Z 1.9M followers, 327.1K engagements


"The simple solution for hyperscalers is as follows: Option A: agree to a higher rate base with the utility so that you can guarantee people in the local geography wont see increased electricity rates. Option B: agree to pay for resi solar + storage for local citizens so they wont see increased electricity rates. Either way if the hyperscalers dont use their gobs of free cashflow to cushion the inflation of electricity rates you should expect to see a lot more pushback"  
[X Link](https://x.com/chamath/status/1976861300539203726) [@chamath](/creator/x/chamath) 2025-10-11T04:03Z 1.9M followers, 290.7K engagements


"They are definitely going to trybut a XXX% China tariff by POTUS is a very smart response. With 20%+ youth unemployment in China the tariff attacks at the heart of a fragile Chinese economy"  
[X Link](https://x.com/chamath/status/1977027546207469852) [@chamath](/creator/x/chamath) 2025-10-11T15:04Z 1.9M followers, 871.1K engagements


"The corollary to this is that experts are mostly insecure windbags who care more about gatekeeping their knowledge than actually solving problems. Jared was way more likely to solve the ME conflict than the gaggle of experts who tried before him simply by being open minded flexible and rooted in history without being captured by it"  
[X Link](https://x.com/chamath/status/1977029255528923450) [@chamath](/creator/x/chamath) 2025-10-11T15:11Z 1.9M followers, 173.1K engagements


"One general and one specific takeaway from this about politics elections and leaders: Candidates win elections on hope for the future. As such it has largely been (and likely will remain) true that popularity is maximal once elected and then wanes. Its true in the UK and many other nations going back 40+ years absent some exogenous event. Kier Starmer specifically is performing so horribly that he may go down as the Neville Chamberlain of our era - running a government defined by catastrophic misjudgment on every level. That is quite something"  
[X Link](https://x.com/chamath/status/1977032246545850387) [@chamath](/creator/x/chamath) 2025-10-11T15:23Z 1.9M followers, 121.8K engagements


"What I Read This Week. 1) China Tightens Control over Minerals and Money On October 9th China added five heavy rare earths to its export-control list and requires licensing for processing equipment that will go into effect on December 1st. The move is framed as a safeguard to national security with some space carved out for applications in humanitarian aid. Anything else that is dual use with even XXX% value in their rare earths will need to submit relevant documents for approval. China is consolidating control upstream of every semiconductor fab AI data center robotics company defense"  
[X Link](https://x.com/chamath/status/1977066939710423418) [@chamath](/creator/x/chamath) 2025-10-11T17:41Z 1.9M followers, 130.5K engagements


"I think its the difference between inherited vs evolved differentiation. People can excuse people who were born different. They can jump they can sing I cannot. Being the rationalization. Its much harder however for people to confront someone who was born the same as them but committed to work development and risk taking and then succeeded. These are non-immutable traits and are available for everyone to express. Those that do and are rewarded however tend to alienate the umpteen masses that cant get out of their own way"  
[X Link](https://x.com/chamath/status/1977098176772686261) [@chamath](/creator/x/chamath) 2025-10-11T19:45Z 1.9M followers, 204.6K engagements


"Dont take it from me. Its harder to ignore though when coming from an energy goat"  
[X Link](https://x.com/chamath/status/1977098804827767223) [@chamath](/creator/x/chamath) 2025-10-11T19:47Z 1.9M followers, 215.9K engagements


"To be very clear Trump did not kill solar. In fact the best run solar businesses are thriving post BBB. What Trump did precisely is kill a bunch of Biden-era subsidies that were being taken advantage of by many companies to pervert a free market from well functioning to dysfunctional. Without subsidies the worst run companies in solar are rapidly going out of business. Its now possible to compare coal oil natural gas and solar on a mostly like-for-like basis. This is leading to more overall capital and more investment not less in energy production. It will mean that some projects however no"  
[X Link](https://x.com/chamath/status/1977107378261967267) [@chamath](/creator/x/chamath) 2025-10-11T20:21Z 1.9M followers, 401.5K engagements


"An observation about TradFi vs Crypto. Whales in TradFi would put big trades on and *hope* their directional bias would leak and then become the market expectation. In DeFi whales put big trades on and their actions are immediately syndicated and amplified automatically on social media causing their directional bias to become the market expectation"  
[X Link](https://x.com/chamath/status/1977406664715436348) [@chamath](/creator/x/chamath) 2025-10-12T16:11Z 1.9M followers, 383.3K engagements


"What will Arabella and Soros fund now"  
[X Link](https://x.com/chamath/status/1977794775148601541) [@chamath](/creator/x/chamath) 2025-10-13T17:53Z 1.9M followers, 205.9K engagements


"Oldie but a goodie. I did this almost five years agoas the stock approaches $XXX this was definitively one of the few SPAC deals of that era that worked No crying in the casino"  
[X Link](https://x.com/chamath/status/1977889483522769027) [@chamath](/creator/x/chamath) 2025-10-14T00:09Z 1.9M followers, 328.5K engagements


"I wonder if those that use Claude Code or the umpteen app-crappers that wrap Anthropic realize they are funding their own demise Only the biggest and well funded companies (like Anthropic) will be able to afford the operational complexity of meeting XX different sets of state AI regulations. This should be left to the Federal Government"  
[X Link](https://x.com/chamath/status/1978164777655685280) [@chamath](/creator/x/chamath) 2025-10-14T18:23Z 1.9M followers, 317.9K engagements


"Great 1:1 fireside chat. @Benioff @DavidSacks"  
[X Link](https://x.com/chamath/status/1978250025680416819) [@chamath](/creator/x/chamath) 2025-10-15T00:02Z 1.9M followers, 208.5K engagements


".@OrlandoBravoTB is one of the goats. Hes singularly focused on DPI and has built ThomaBravo into an incredible platform. He also has an inspiring story from growing up in Puerto Rico to climbing the top of the PE mountain. Worth a watch"  
[X Link](https://x.com/chamath/status/1978495785223254468) [@chamath](/creator/x/chamath) 2025-10-15T16:18Z 1.9M followers, 167.4K engagements


"Google was about to lose a vote by the Indianapolis City council and withdrew a proposal for a $1B data center. Microsoft pulled a similar project in Wisconsin based on community pushback. Are these isolated incidents or the beginning of a trend If the data below is accurate then we should expect that more local communities will pushback to stop data center buildouts in their region if it spikes electricity prices so much. A solution however is for these hyperscalers to use their robust free cashflow to go into local areas and pay for solar+storage or pay for the electricity for every"  
[X Link](https://x.com/chamath/status/1978584886329082098) [@chamath](/creator/x/chamath) 2025-10-15T22:12Z 1.9M followers, 1.1M engagements


"Watch the interviewbuy the book I bought it and am excited to read it. Well done @andrewrsorkin 🥂"  
[X Link](https://x.com/chamath/status/1978861766869242072) [@chamath](/creator/x/chamath) 2025-10-16T16:33Z 1.9M followers, 190.3K engagements


"Marc is showing the way. More cops on the street enforcing the law is a good thing. It lets law abiding folks go about their lives in peace and security"  
[X Link](https://x.com/chamath/status/1978946900880502884) [@chamath](/creator/x/chamath) 2025-10-16T22:11Z 1.9M followers, 419.7K engagements


"Useful new service if you have a history of breast cancer or are a woman over XX and haven't had a mammogram in the past year"  
[X Link](https://x.com/chamath/status/1978964309611868470) [@chamath](/creator/x/chamath) 2025-10-16T23:20Z 1.9M followers, 251.4K engagements


"What I Read This Week. 1) On Monday JPMorgan Chase announced a sweeping plan to deploy $XXX trillion in financing over the next decade toward what it calls security and resiliency. The categories are a blend of industrial strategy national defense and infrastructure modernization. It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals products and manufacturing all of which are essential for our national security It also needs to remove obstacles that stand in the way: excessive regulations bureaucratic delay"  
[X Link](https://x.com/chamath/status/1979606568556741101) [@chamath](/creator/x/chamath) 2025-10-18T17:52Z 1.9M followers, 104.4K engagements


"Links to sources and other articles/X I read are on substack:"  
[X Link](https://x.com/chamath/status/1979607157474812284) [@chamath](/creator/x/chamath) 2025-10-18T17:55Z 1.9M followers, 47.1K engagements


"Huh Starbucks is a retail sugar company. If he is serious here is what it would mean to be all in on AI: A) all drinks made by robots by 2030 (Optimus or Figure) B) deprecating legacy Software Industrial Complex licenses (SBUX is probably paying billions per year in software licenses) C) all corporate software rebuilt using a modern SDLC (corollary to B rebuild everything to be custom easy to maintain and migrate) D) add Starlink to every location give away Wifi cut prices by XX% and grow E) RIF XX% headcount if A-D dont work"  
[X Link](https://x.com/chamath/status/1979941151114514672) [@chamath](/creator/x/chamath) 2025-10-19T16:02Z 1.9M followers, 738.8K engagements


"Here are two very important charts about the current AI boom. Chart 1: Distribution Matters Open AI is still the clear leader but interestingly they are loosing percentage share as the market grows. This is normal for a category leader but its curious who they are losing share to. Its not really to other startups but incumbents with existing massive distribution. This means that Google has a huge runway ahead of itself as their models and services become better. It also means that when/if Meta gets their act together they will be able to gain share quickly. Lastly it likely means that xAI"  
[X Link](https://x.com/chamath/status/1980004924458197472) [@chamath](/creator/x/chamath) 2025-10-19T20:15Z 1.9M followers, 426.6K engagements


"@bruhmatrix No. In fact they support what we tell our customers: Focus on a governed opinionated SDLC. That is what our software factory gives them. App crappers are just next-gen toolware sprawl after SaaS toolware sprawl"  
[X Link](https://x.com/chamath/status/1980061189871931587) [@chamath](/creator/x/chamath) 2025-10-19T23:59Z 1.9M followers, 12.1K engagements