Chamath Palihapitiya Shares AI Investing Guide
Investor posted August 2026 thoughts on returns from land power shell and related layers.
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.
Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers…
Reactions from ranked influencers
3 postsrecommended reading. the opportunity on harness engineering alone is hard to even measure. if you are an AI builder, harness engineering and evals is worth developing deep skills around that's what we are teaching at @dair_ai
Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers…
@chamath Agree the harness is where much of the value is going to accumulate. We see it playing out every day with @cfosilvia
@chamath Apps and harnesses will converge. Every harness will be an app and/or every app will carry its own harness. One in the same.
