Chamath Palihapitiya posted on X his current best thoughts for an AI investing guide as of August 2026. He named LPS, or land power shell, the most obvious and fastest path to cash on cash returns because value at that layer can be assembled and traded quickly. He added that energized land can expand as data centers face more pushback. A separate reply from AI researcher Elvis Saravia highlighted opportunities in harness engineering and evals for builders. The post presents these points as Palihapitiya's personal assessment at the time.