Chamath Palihapitiya

speaker

46,507 appearances 224 recordings 7 series first heard Nov 2022 last heard 3d ago

Chamath Palihapitiya’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 126 in all, peaking in Jun 2026 with 28.

Appearances

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All-In with Chamath, Jason, Sacks & Friedberg · Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · 26 Sep 2026 podcast

The harnesses are wildly different. voice-verified

And so their performance is all over the map. voice-verified

And so now companies and people have to sort of navigate what you are willing to pay for? voice-verified

I sent this tweet to Nick, if you can just put it up here. voice-verified

And I don't know if this is instructive or accurate, but what this shows, and this is the case for Ant, but it's probably the case for a lot of the closed models, is you're starting to see this massive revenue concentration, which is a few folks consume all of the highest and most expensive tokens. voice-verified

And I think if you take what Freebird just showed to its logical conclusion, those folks at the top of this voice-verified

Table. voice-verified

А гонь тобі удер алотов інтернал пресу. voice-verified

whether it's from their finance teams or whether it's from their CFO or it's going to be th from shareholders to explain. voice-verified

Why, as this clustering happens, they are not moving down to cheaper and cheaper models. voice-verified

Now, you may choose to go down to cheaper and cheaper ant models. voice-verified

So then ant keeps the revenue. voice-verified

But there's also risk that you may do what Freeberg just said and just go to an open source model and just host it yourself. voice-verified

So we're in like a very complicated part of the cycle. voice-verified

Which is the first version of the AI trade was relatively simple, which is you're just selling tokens, you're wrapping the tokens, you're passing it through, and there was enough disparity that there was value. voice-verified

I think that that's going away. voice-verified

It'll force OpenAI and Ant to go up the stack. voice-verified

There is no choice. voice-verified

You can't sit there and serve a token that has diminishing value because then all the subsequent value is getting absorbed and made by people wrapping your intelligence token. voice-verified

You will have to do that work. voice-verified

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