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VOICE ARCHIVE

Chamath Palihapitiya

@chamath
89 posts
2026-03-03
This is an important moment for all companies: By picking only one model, you absorb that model maker’s institutional biases and idiosyncrasies.  If those deviate from your POV, you are taking on massive risk as we saw with the DoW this weekend.  No real business should take kind of risk,,,
2026-03-03 View on X
Bloomberg

Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech

Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …

This is an important moment for all companies: By picking only one model, you absorb that model maker’s institutional biases and idiosyncrasies.  If those deviate from your POV, you are taking on massive risk as we saw with the DoW this weekend.  No real business should take kind of risk,,,
2026-03-03 View on X
Reuters

The US Treasury Department, State Department, and Federal Housing Finance Agency stop using Anthropic's AI products; the State Department will switch to OpenAI

The U.S. Treasury Department, State Department and the federal housing agency are terminating all use of Anthropic products …

This is an important moment for all companies: By picking only one model, you absorb that model maker’s institutional biases and idiosyncrasies.  If those deviate from your POV, you are taking on massive risk as we saw with the DoW this weekend.  No real business should take kind of risk,,,
2026-03-03 View on X
Lawfare

US Defense Secretary Pete Hegseth's and Trump's actions against Anthropic have serious legal issues, and its designation exceeds what the statute authorizes

This is designation as political theater: a show of force that will not stick.  —  alanrozenshtein.com  —  Meet The Authors

2026-03-02
This is an important moment for all companies: By picking only one model, you absorb that model maker's institutional biases and idiosyncrasies. If those deviate from your POV, you are taking on massive risk as we saw with the DoW this weekend. No real business should take
2026-03-02 View on X
Reuters

The US Treasury Department, State Department, and federal housing agency are ending use of Anthropic products; State Department says it will switch to OpenAI

But Users Aren't Buying ItiTnews:US Treasury, federal housing agency ending use of Anthropic productsThe Economic Times:US Treasury says stopping use of Anthropic's techAxios:Treas...

This is an important moment for all companies: By picking only one model, you absorb that model maker's institutional biases and idiosyncrasies. If those deviate from your POV, you are taking on massive risk as we saw with the DoW this weekend. No real business should take
2026-03-02 View on X
The Verge

Sources: OpenAI agreed to follow US laws that have allowed for mass surveillance in the past, and the DOD didn't budge from its demands over bulk analyzing data

On Friday evening, amidst fallout from a standoff between the Department of Defense and Anthropic, OpenAI CEO Sam Altman announced …

2026-02-11
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
2026-02-11 View on X
Wall Street Journal

Sources: Mark Zuckerberg plans to buy a Miami mansion, likely for up to $200M, joining other tech billionaires in Florida as California proposes a 5% wealth tax

2026-02-10
We bought a bank. [image]
2026-02-10 View on X
The Information

Beast Industries, the entertainment conglomerate founded by MrBeast and last valued at $5.2B, acquires Step Mobile, a teen-focused banking app

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
2026-02-10 View on X
Wall Street Journal

Sources: Mark Zuckerberg plans to buy a Miami mansion, likely for up to $200M, joining other tech billionaires in Florida as California proposes a 5% wealth tax

Local real-estate agents say the newly completed mansion on Miami's Indian Creek will likely fetch between $150 million and $200 million

2026-02-09
We bought a bank. [image]
2026-02-09 View on X
The Information

Beast Industries, the entertainment conglomerate founded by MrBeast and last valued at $5.2B, acquires Step Mobile, a teen-focused banking app

Beast Industries, the entertainment conglomerate founded by Jimmy “MrBeast” Donaldson, has agreed to buy Step Mobile, a teen-focused banking app, the companies plan to announce Mon...

2026-02-03
One down, one to go... 🙏🏽
2026-02-03 View on X
Bloomberg

SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month

Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.

2026-01-30
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 instrument for all things Elon which many would want to buy.
2026-01-30 View on X
Reuters

Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX

Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year.

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 instrument for all things Elon which many would want to buy.
2026-01-30 View on X
Bloomberg

Sources: SpaceX is considering a potential merger with Tesla, an idea some investors are pushing, while separately exploring a tie-up between SpaceX and xAI

SpaceX is considering a potential merger with Tesla Inc., as well as an alternative combination with artificial intelligence firm xAI …

2026-01-27
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
2026-01-27 View on X
Bloomberg

Billionaire Tom Steyer, who is running for California governor, says he plans to vote for the one-time 5% tax on billionaires if it reaches the November ballot

Billionaire Tom Steyer came out in favor of a proposed tax on California's wealthiest residents, adding a prominent voice …

2026-01-17
Wow, indeed.
2026-01-17 View on X
Sources

Unsealed docs from Elon Musk's OpenAI lawsuit, set for a jury trial on April 27: Sutskever's concerns about treating open-source AI as a “side show”, and more

The case is going to jury trial in April, and based on the evidence that has been unsealed so far, it's going to be a wild one sources.news/p/20-revelat...

Wow, indeed.
2026-01-17 View on X
Bloomberg

Filing: Elon Musk seeks $79B-$134B damages from OpenAI and Microsoft, alleging OpenAI defrauded him by abandoning nonprofit roots and partnering with Microsoft

Elon Musk wants OpenAI Inc. and Microsoft to pay him damages in the range of $79 billion to $134 billion over his claims …

2026-01-16
Wow, indeed.
2026-01-16 View on X
Sources

Unsealed docs from Elon Musk's OpenAI lawsuit, set for a jury trial on April 27: Sutskever's concerns about treating open-source AI as a “side show”, and more

Musk v Altman is headed to trial.  I read thousands of pages of unsealed evidence in the case.  Here are the highlights.

2026-01-13
You all use Uber, DoorDash and every other tech innovation made here but now you want the creators of these services to go bankrupt doing in?? That math doesn't math. Everyone that is potentially touched by this will now leave and all that will result is a massive hole in
2026-01-13 View on X
Pirate Wires

A late-November 2025 amendment to California's wealth tax proposal treats founder control as ownership, which could end founder-controlled startups in the state

You all use Uber, DoorDash and every other tech innovation made here but now you want the creators of these services to go bankrupt doing in?? That math doesn't math. Everyone that is potentially touched by this will now leave and all that will result is a massive hole in
2026-01-13 View on X
Politico

Governor Gavin Newsom says he has been negotiating for four months to neutralize California's wealth tax ballot proposal; a compromise does not appear imminent

A compromise does not appear imminent.  A union official cast doubt on the possibility of a deal, saying the two sides …

2026-01-12
Unfortunate update as of today: More calls from friends. The total wealth that has left California is now $1T. We had $2T of billionaire wealth just a few weeks ago. Now, 50% of that wealth has left - taking their income tax revenue, sales tax revenue, real estate tax revenue
2026-01-12 View on X
New York Times

Sources and filings: Peter Thiel donated $3M to a group to beat California's wealth tax proposal, the first of several expected tech leader donations in 2026

More large donations from wealthy Silicon Valley figures are expected as they try to marshal opposition to a proposed ballot measure …

Collectively, the amount of Billionaire wealth that has left California in the last month (!) is now in excess of $700B. That means the $2T of California wealth they expected to tax is now down to $1.3T and falling quickly. I would not be surprised if 2026 ended with less than
2026-01-12 View on X
New York Times

Sources and filings: Peter Thiel donated $3M to a group to beat California's wealth tax proposal, the first of several expected tech leader donations in 2026

More large donations from wealthy Silicon Valley figures are expected as they try to marshal opposition to a proposed ballot measure …