Twitter - @chamath

91 videos

Date Title Duration T A Summary Preview
Feb 18, 21:51 Another week, another Software Factory release: • Agent Framework UX Overhaul: Scroll control during streaming, real-time visible thinking tokens, and one-click navigation to retrieved sources • Structured Question & Answer Tool: Agents pose questions via a Q&A form (free-response and multiple-choice). Users answer inline, skip, or submit partial responses • Context Window and Compaction Display: Progress ring in the agent panel shows real-time token usage against the context limit. Compactio N/A — ✓ Batch analyzed (2 ideas in batch of 50)...
Feb 18, 21:51 Another week, another Software Factory release: • Agent Framework UX Overhaul: Scroll control during streaming, real-time visible thinking tokens, and one-click navigation to retrieved sources • Structured Question & Answer Tool: Agents pose questions via a Q&A form N/A — — No analysis
Feb 17, 23:41 I agree. @bgurley has written something very special. I highly recommend. https://t.co/1ySrawOV7e N/A — ✓ Batch analyzed (3 ideas in batch of 50)...
Feb 17, 23:23 Model builders overfit for evals that consumers have zero idea how to interpret. Libraries of important and controversial prompts with side by side comparisons of answers, like the below, are much more interesting and useful. https://t.co/oUOaTHDbXt N/A — ✓ Batch analyzed (3 ideas in batch of 50)...
Feb 17, 18:28 I have a simplified conjecture about AI progress. Your mileage may vary but here it is. f(i) = p × c × a where i=intelligence, p=power, c=compute, a=algorithms, multiplied together. This means neglecting any variable creates a ceiling and any breakthrough compounds across all https://t.co/aijREcbvfG N/A — ✓ Batch analyzed (3 ideas in batch of 50)...
Feb 17, 16:16 Here is a cold email I got from Russell Straub last night about 8090. I asked him if I could share it. Who is Russell Straub? He’s a version of many of us: entrepreneur, more than 25 years in business, a capable team, looking for a way for himself and his team to grow through N/A — ✓ Batch analyzed (3 ideas in batch of 50)...
Feb 16, 21:40 Are you running a large-scale modernization program at your company? 8090 can help you move faster without sacrificing quality, with a customized version of our Software Factory - what we call a "Factory Line" - that can: • Reverse-engineer many codebases across multiple repos N/A — ✓ Batch analyzed (2 ideas in batch of 50)...
Feb 16, 17:10 8090 is cranking. Both seat licenses and enterprise deals are growing super quickly and we don’t have the GTM resources to manage either right now. This is your shot. We need young, hungry next-gen AEs to help us. You need to remake GTM in the age of AI and agents. Expect a https://t.co/A8VcBLcIFH N/A — ✓ Batch analyzed (2 ideas in batch of 50)...
Feb 14, 15:58 Ingest Structure Learn (ISL) is the new ETL. It used to be the case that a company would try to license this kind of data as an “edge”. I’ve seen many companies in SV try to make this claim. That is no longer possible because it is no longer an edge. When data like this is https://t.co/EaPcGwtUBC N/A — ✓ The tweet discusses the evolution of data...
Feb 14, 15:11 Undeniable for anyone with a brain https://t.co/HXxuqk9we8 N/A — ✓ The tweet is a comment on...
Feb 13, 22:07 Well, it turns out the billionaire tax proposal that is upending the California budget was never about healthcare, it was about retribution and envy… https://t.co/K5b38WvCge N/A — — No analysis
Feb 13, 19:42 https://t.co/bvFaTklsEI N/A — — No analysis
Feb 13, 16:23 Prediction: The Billionaire Tax will die and will not get to the ballot. Instead, a negotiated settlement will see the upper end of the income tax in California go up to 16%. This is the only way to resolve for what's happened. https://t.co/P9WIwW9SIz N/A — — No analysis
Feb 12, 18:05 Is on-premise the new cloud? I’m beginning to think yes. It’s the only way for companies to not blow themselves up and have some semblance of capability in an AI world… N/A — — No analysis
Feb 12, 16:54 There’s something equally important to attorney-client privilege and that is confidentiality in general. How many white collar workers are currently feverishly uploading decks, models, PDFs and otherwise confidential work product into public LLMs trying to do their job better https://t.co/Fuh5x5KlG5 N/A — — No analysis
Feb 12, 05:49 “Microsoft has been the worst-performing stock of the hyperscalers since the November 30, 2022 launch of ChatGPT and has significantly underperformed the Nasdaq during that period” Looking at this chart, you’d have thought that Meta and not Microsoft was the one that owned 25% https://t.co/USvcStadlZ N/A — — No analysis
Feb 12, 02:47 The ugly truth. This “Billionaire Tax” is so self destructive. https://t.co/zv6Ba26g3N N/A — — No analysis
Feb 11, 02:47 The response to Software Factory has been stronger than expected, and we’re acting on the feedback and suggestions you've shared. Thanks to everyone that has signed up and used it so far. We've just deployed our latest release: • File Support: Added Delphi/Pascal file N/A — — No analysis
Feb 10, 18:54 @socialcapital critical minerals and american ai stack deep dives will be important for our 2025 annual letter. starting soon and aiming to publish by april N/A — — No analysis
Feb 10, 18:20 In 2020, I hired McKinsey to teach me about the global energy transition. I learned a lot, but it cost me more than $2M. After that experience, I decided to build my own internal research project at Social Capital called Learn With Me. Over the last two years, my @socialcapital https://t.co/RDVaipINM3 N/A — — No analysis
Feb 10, 16:09 We need to overhaul higher education in America as follows: 1) For those about to pay: No more federal underwriting of student loans. Let the free market differentiate schools, degrees and costs. Without this, more kids will get trapped for life in debt they can never pay back N/A — — No analysis
Feb 10, 14:09 All In interview with @cz_binance the founder of Binance - crypto’s biggest company. https://t.co/mHVFcaOIIY N/A — — No analysis
Feb 10, 04:53 With Zuck’s move to Florida, California’s total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. The loss of this tax revenue was totally avoidable but is now forever. All because Gavin Newsom stood motionless as this stupidly https://t.co/lJpzhTkMH6 N/A — — No analysis
Feb 10, 01:01 Most documentation rots because it’s expensive to maintain and easy to ignore. Software Factory is documentation-first so teams can describe systems in English and let agents compile that intent into code. It detects drift on every code push and keeps documentation synchronized https://t.co/UWN7TqWkvt N/A — — No analysis
Feb 09, 22:49 Everyone I know that smokes pot has or is becoming an idiot, deranged, neurotic, psychotic or all of the above. Not a single one is normal. Can’t say the same for alcohol. N/A — — No analysis
Feb 09, 22:41 America has 18 million zombies… https://t.co/dNZzF76cR1 N/A — — No analysis
Feb 09, 17:13 We bought a bank. https://t.co/08GMjr36mt N/A — — No analysis
Feb 09, 15:29 Sign up for a pre funded investment account for your kids… https://t.co/Q1sufXWAc0 N/A — — No analysis
Feb 09, 01:38 Manifest destiny… https://t.co/KsqRrTK0VR N/A — — No analysis
Feb 09, 01:25 👀 https://t.co/AIRnycgf8P N/A — — No analysis
Feb 08, 22:14 SaaS stocks have literally imploded in the 18 days since this post. https://t.co/E9CpsvwO52 N/A — — No analysis
Feb 06, 12:32 To be productive in a world of AI and agents, the most important new system is the system of record that helps teams work together to design and agree on intent and context. This is the necessary guardrail for AI and agents to get past demos and reliably make production quality N/A — — No analysis
Feb 05, 23:28 I agree. We support your preferred coding agent via MCP. You can try our Software Factory here: https://t.co/UAxNYUWgf0 https://t.co/DxnQTXVzqI N/A — — No analysis
Feb 04, 19:44 https://t.co/df8exdhVe0 N/A — — No analysis
Feb 04, 03:13 Tell me you’re working for our adversaries without telling me you’re working for our adversaries. https://t.co/dDIujoVTZv N/A — — No analysis
Feb 04, 02:28 This, in a nutshell. https://t.co/8aFpG1MPUS N/A — — No analysis
Feb 04, 02:27 Software leverage doesn’t come from faster typing. It comes from stronger coordination. Software Factory is a multiplayer platform: shared requirements, blueprints, and work orders flow to coding agents via MCP. Alignment first. Then parallel execution. Try it: https://t.co/SsZiAovXnx N/A — — No analysis
Feb 03, 18:16 The consequences of ending the filibuster are non trivial but this may be the mountain for the filibuster to die on. https://t.co/A9FIHxTAyl N/A — — No analysis
Feb 03, 08:25 As Elon says, fate loves irony… https://t.co/mf30Qf1SYC N/A — — No analysis
Feb 03, 05:38 To be clear, this is just a wild ass guess and my daydream of what happens… N/A — — No analysis
Feb 03, 04:01 Measure twice, cut once… N/A — — No analysis
Feb 03, 03:58 One down, one to go… 🙏🏽 https://t.co/zZceRPVPVX N/A — — No analysis
Feb 03, 03:49 It doesn’t matter how fast your code is generated if the requirements are unclear. Shit in == shit out. That’s why we designed Software Factory as a discipline, not as a convenience tool. Our agents scrutinize your requirements and designs so that when you pass that context https://t.co/SPXnyipyfG N/A — — No analysis
Feb 02, 02:20 And we’re live! You can sign up and give it a try here: https://t.co/lm3KeO2k7i https://t.co/mhkzgS2QaV N/A — — No analysis
Jan 31, 20:43 My research team and I share interesting things we’ve read and 50-100 slide Deep Dives on my Substack. More here: https://t.co/ZyOOOG8B6n N/A — — No analysis
Jan 31, 20:36 What I read this week... 1) Neuralink has officially expanded its human clinical trials to 21 participants worldwide, marking a significant jump from the 12 reported late last year. The focus has shifted from basic cursor control to "Telepathy" for patients with ALS and spinal N/A — — No analysis
Jan 31, 17:37 18 months ago, I started 8090 with the goal of replacing/rewriting all the legacy software in the world with modern, useful alternatives. We are making so much progress with many Enterprise customers that starting tomorrow, we will release our “Software Factory” into the wild N/A — — No analysis
Jan 31, 03:19 new pod https://t.co/btDbtSYFOD N/A — — No analysis
Jan 30, 19:58 Matt’s explanation is reasonable but the stock is down 20+% today…so… https://t.co/U7lybemOyU N/A — — No analysis
Jan 30, 15:55 One very fast way to catch up to China on this chart is to create a massive tax equity fund that pays for every US homeowner to have their own solar + storage. 1. We would add back 2-3 TWh to the grid and the chart below would quickly look like the US and China were neck and https://t.co/P1iyDOQYoE N/A — — No analysis
Jan 29, 23:07 A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are obvious. If this were to happen, it would also bring us one step closer to having one equity N/A — — No analysis
Jan 29, 22:50 Just let me buy $ELON. https://t.co/y4wvAhQ63q N/A — — No analysis
Jan 29, 20:31 https://t.co/pRIBFz7k2q N/A — — No analysis
Jan 29, 20:10 is there a way to do a regression on doctor quality and mcat score? one could also look at malpractice claims vs mcat score as well... https://t.co/FbRKvGzKF1 N/A — — No analysis
Jan 29, 17:32 Amazing chart worth reading. Legacy SaaS has a short window to convert RPO to revenue. Otherwise, the AI cometh… https://t.co/ri8lx8aURi N/A — — No analysis
Jan 29, 16:19 This is a general comment about software companies: If you look across the software industry, you see record levels of RPO - these are future revenues that are tied to a performance obligation before you can recognize it and before a customer has to pay you. The problem with https://t.co/L6QiC0mm1i N/A — — No analysis
Jan 28, 19:45 Never ending taxation and regulations are how governments create structural poverty in those they govern. Without capital or freedom, you become a serf who is completely reliant on their largesse. N/A — — No analysis
Jan 28, 18:59 This is total madness. Enough taxation. Please start by governing well and then demand we give you more money because you're doing such a good job. Asset seizures will only drive capital flight. Netherlands now joins California in the stupidity of its proposals. https://t.co/bZhVQNBtUB N/A — — No analysis
Jan 28, 00:32 The critical question is whether these decisions would stand up to scrutiny today based on everything we know. If not, this is really devious and should be reversed. https://t.co/BgUXlqdTw8 N/A — — No analysis
Jan 28, 00:16 We taped this two weeks ago...first time Nat and I have done a pod together! https://t.co/nejnrbJMvL N/A — — No analysis
Jan 27, 23:56 This is the 1 GW data center we are building in AZ. AI is responsible for 100-200bp of GDP over the next few years in America yet there are many misconceptions and misinformation. One important fact is that many data centers, including ours, pays our own way on energy. More https://t.co/ZOJhY2Ssps N/A — — No analysis
Jan 27, 23:32 Newsom and California keep endlessly raising taxes and then waste it to their cronies. At no point did they think to actually spend even a few cents of more than $350B PER YEAR on filling the water tanks?! Then comes the Palisades fire and guess what? The insurance companies are https://t.co/e8TNIKFNTA N/A — — No analysis
Jan 27, 21:01 With the right label… https://t.co/QkZOPij0yl N/A — — No analysis
Jan 27, 18:20 gulp… https://t.co/NmRNvPhQKk N/A — — No analysis
Jan 27, 03:49 So good… https://t.co/cjIHPYKzJW N/A — — No analysis
Jan 27, 03:03 This is the first time Nat and I have ever been interviewed together! https://t.co/XAysO3cMnU N/A — — No analysis
Jan 27, 02:54 Thought exercise: USA and China both win the AI race. Our AIs are roughly equally capable: what we can build, they can also build. Whatever next gen weapons we design, they can also design. This creates a detente where we each stick to our own hemispheres and leave each N/A — — No analysis
Jan 27, 02:03 hate when effective altruism rears its ugly head https://t.co/oXzqsbHC8a N/A — — No analysis
Jan 27, 01:53 I just spent 15 minutes on clawdbot at it saved me 15% on my car insurance. N/A — — No analysis
Jan 27, 00:21 Me too. https://t.co/rqX9e5v14G N/A — — No analysis
Jan 27, 00:19 California is held captive by a handful of Machiavellian Union CEOs! These union organizers should have the courage to inform their dues-paying members that they are trying to torch the economy by destroying the tech community in California with this "Billionaire Tax". This N/A — — No analysis
Jan 27, 00:17 You can identify all the greatest countries in the world by asking a simple question: "Is it cool to be rich there?" Countries that celebrate success and still have strong safety nets: Singapore, Denmark and Switzerland. Every country that has gotten the answer to this N/A — — No analysis
Jan 26, 18:49 🤔 https://t.co/cWN0z5bP56 N/A — — No analysis
Jan 25, 19:11 This chart shows that the top 1% of California taxpayers are responsible for more than 33% of all tax dollars. The top 0.1% of California taxpayers payers (~17,500 people) are responsible for more than 16% of all tax revenues. The point is that only a few people, in a state https://t.co/KeFJOTKJd9 N/A — — No analysis
Jan 25, 17:23 Insane. We need a ballot proposition to vote on this so California politicians can be shown that none of us want high state taxes to begin with but especially when it’s used to pay for elective healthcare for illegal immigrants while American citizens get less for paying into https://t.co/HssFZ0TgFG N/A — — No analysis
Jan 24, 21:08 President Trump can make this happen. It would transform America. https://t.co/oSip2zf05Q N/A — — No analysis
Jan 24, 19:04 More links to sources and other articles on substack https://t.co/J0V8gPPMOU N/A — — No analysis
Jan 24, 18:53 What I read this week... 1) JGB Yields Break New Highs Explained On January 19, 2026, the Japanese Government Bond (JGB) market experienced what U.S. Treasury Secretary Scott Bessent described as a 6-standard deviation move. The 40-year yield spiked by 26-basis-points in a N/A — — No analysis
Jan 24, 18:14 This bill is an attempt at creating a nanny state. It’s an assault on hi agency people and freedom. That is the opposite of democracy. Other than bitter losers, are there any credible people that actually believes this stuff? https://t.co/CvWc2Nf0EM N/A — — No analysis
Jan 23, 21:55 The California budget is hosed. Now, the only place to look is the middle class and what should worry an average Californian is that this idiotic “Billionaire Tax” actually allows the legislature to apply it to the middle class as they see fit. Buyer beware… https://t.co/EoyAEvXs6f N/A — — No analysis
Jan 22, 19:20 https://t.co/tVUNlkbBbX N/A — — No analysis
Jan 22, 18:51 Besties!!! 🥰 https://t.co/E4U30m25Y3 N/A — — No analysis
Jan 22, 17:07 The blue states in the image below have electricity prices that are as much as 4x the electricity rates of the red states. This is not due to any technological inferiority in those blue states but specific policy decisions that have driven competition out and prices up. https://t.co/T7AJZaTr14 N/A — — No analysis
Jan 21, 19:08 I mentioned this earlier but there are a lot of interesting consequences to autonomous driving. One of them is that insurance companies start to look more financially predictable...they charge lower premiums, but they also pay out less. This will flow through to reinsurers as https://t.co/Z71b3Bhp9E N/A — — No analysis
Jan 21, 19:04 A first of its kind asset seizure tax is illegal and unconstitutional. If this makes the California ballot in November and passes because voters don't know any better, it will then just meander through the courts for the next 10 years because hundreds of well funded lawsuits https://t.co/fm6MOwMnSY N/A — — No analysis
Jan 21, 18:38 We've talked a lot about this on the Pod, but the Great SaaS Meltdown has started and there's no going back. What exactly is happening? In short, hi growth, low/no profitability SaaS is no longer a winning strategy because the big question mark is the durability of that growth https://t.co/i1CrYRiAJ3 N/A — — No analysis
Jan 20, 15:37 At this rate, Virginia will soon have nothing left to tax or take… https://t.co/EgqUkwfLm8 N/A — — No analysis
Jan 20, 15:31 The great thing about the current moment is that there will be a Polymarket tied to every problem that a politician says will be solved by raising taxes. Whatever we lose by paying more, we can earn back by betting on what we know will happen: nothing. https://t.co/hF78zPEVwk N/A — — No analysis
Jan 20, 04:44 Not sure how many people know this but, in SF, a union is proposing fines for companies whose CEO is paid more than 100x their median employee. Again, like in the asset seizure tax, the proceeds would be to pay for various services that could be funded if there was instead a N/A — — No analysis
Jan 20, 02:38 I look forward to voting on the Billionaire Tax. Please put it on the ballot. https://t.co/nx5JkGFChj N/A — — No analysis
Jan 19, 19:53 No more winners! They make the rest of us feel bad. Instead of self improvement, I want to wallow in resentment of you - because you are a winner! How dare you!!! I think its time for everyone to be an equal loser. Let's teach our kids to be losers. How great it will be! N/A — — No analysis