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@chamath
Social Capital 8090 God is in the details.
AI
OpenRouter reportedly processed more tokens in the nine weeks before November 2, 2026, than in all its earlier history.
AI
Will Manidis and Joe Roberts argue that AI’s financial and distribution channels may capture value while broad prosperity remains unlikely.
AI
Anthropic says its registration statement is not yet effective, so securities cannot be sold or offers to buy accepted.
AI
Chamath Palihapitiya predicts pipeline delays could leave paid-for compute idle or under-earning in 2027.
AI
One post calls the price moves “extraordinary” but says their broader significance is unclear.
AI
OpenHands points to lost context and rigid roles; Claude recommends testing which subagents belong in one loop.
AI
The All-In podcast says Palo Alto Networks CEO Nikesh Arora joins a discussion of PHP exploits and the year ahead.
AI
One commenter doubts the FDIC could untangle agent traces and possibly falsified logs; another cites protections for unauthorized transfers.
AI
A post quotes Redpoint's Logan Bartlett saying VC incentives can favor raising and deploying more money during a bubble.
AI
A post claims ninefold year-over-year growth; another says SpaceX has 1.7GW of compute capacity, targeting 2.5–3GW by end-2026.
AI
A journalist says the loss was tied to accounting adjustments and compute spending is set to exceed $600 billion.
Entertainment
DiscussingFilm cited Matt Belloni in its October 19, 2026, post reporting Lin's dismissal.
AI
The All-In podcast says the episode also covers AI’s potential impact on software and Bill Gates’s AI warnings.
XAI
A user pairs the datacenter quip with a photo, without adding context in the text.
AI
One post calls that possible reliance a revenue-quality problem, not a circular-revenue problem.
Technology
AI infrastructure firms CoreWeave (down 14.9%) and Nebius (down 9.7%) dropped sharply, a market post reported.
AI
A user says Bot automatically stopped checking shipping status when the sets arrived.
AI
A post quotes Apollo's chief economist on diverging growth forecasts; another argues early-market demand is often underestimated.
AI
Satya Nadella argues organizations should control what models can access and do, with safeguards outside the models themselves.
AI
A self-described open-source proponent says he's coming around to 'Free Software' again and also considers 'Freedom Software.'
