Chamath Palihapitiya

God is in the details.

[Chamath Palihapitiya @chamath]

AI doomerism exists, in part, because solutions to our most important problems still remain unsolved while examples of superficial process automation abound.

We’ve lost the script.

If AI wants to be celebrated, it should put solutions to some of society’s greatest problems at the front of the line.

Case in point…why hasn’t anyone focused on an AI for fixing the growing illiteracy of our children?

[Chamath Palihapitiya @chamath]

If Chapter 1 was all about broad, open-ended experimentation, Chapter 2 may well be about realism and rationalizing the costs of Chapter 1 and what is sustainable moving forward.

[Flo Crivello @Altimor]

Pulled the trigger today and switched 100% of Lindy traffic to DeepSeek v4, churning from Anthropic models.
Saves us millions of $ and we're actually seeing an *increase* in performance on many core use cases. Transformative for the business.

[Bill Ackman @BillAckman]

My All-In interview segmented by topic. Interesting to be interviewed by four protagonists.

We discuss $PS, $PSUS, $HHH, $SPCX, and more.

[Chamath Palihapitiya @chamath]

@starlingeliass @theallinpod @pmarca @DavidSacks @Jas Working on it.

[Chamath Palihapitiya @chamath]

@tahoeace I think they will.

[Chamath Palihapitiya @chamath]

I still believe this.

[The Techno Optimist @technooptimist1]

Chamath Palihapitiya explains why the social contract is collapsing:

"We're at the tail end of a cycle that doesn't work anymore, which is all about this tension between labor, people that do the work, and capital, the people that fund it and then make all the returns."

"Over the last 40 years, we've basically gone to this completely upside-down world where capital extracts all of the upside, and labor has extracted less and less and less and less. All of this pushback manifests in AI, it manifests in politics, it manifests in social issues, it manifests in Israel. Whatever you want to talk about, all of these issues, I think, symptomologically, come from this other issue, which is we are out of balance."

"This total compact that we used to have, a liberal democracy and a free market, has totally collapsed. There are simple ways to fix that, but that never gets the attention because it's not what you want to talk about."

"The attention is here. Vote no to the data center. You know, this model is going to take out all the jobs. You know, this social issue is really important. That war should not be fought. That war should be fought. All of these things, while important, distract us from what the core issue is. The core issue is that we as a society, I think, are out of balance. The natural compact between all of us is broken, and there are some simple ways to fix that compact, get people more invested, get people more engaged in the upside, have people have a positive some view of what's happening, and that isn't happening."

— @chamath on @joerogan's Podcast E2494

[Chamath Palihapitiya @chamath]

We just added multi-repo indexing.

Now all your projects can live inside of Software Factory.

Why would you want that?

Most large organizations have a complex application stack with tons of microservices - some are mono-repo, some services and products sit across repos. Managing this is difficult and the models can easily get confused when you point an agent at a problem.

Software Factory allows you to create one holistic knowledge graph across all your code.

Then apply powerful collaboration, governance and control features and a large cross functional team can now build software in a very powerful, new way.

See why many enterprises are increasingly picking us: https://t.co/fkfTXgdfXK

[8090 @8090_Factory]

Introducing Multi-Repository Indexing.

Our most highly requested feature update is here.

All your codebases all in one place.

Try it: https://t.co/y1OrzYp6Qa

[Chamath Palihapitiya @chamath]

@Holden_Rye_ @TheOneAndArjun Is it better or worse?

[The All-In Podcast @theallinpod]

Some Shots from the INSANE Day 1 Speaker Lineup 📸

Bill Ackman, Pershing Square
Sarah Friar, OpenAI
Thomas Laffont, Coatue
Dan Loeb, Third Point
Bill Maris, S32
Nikesh Arora, Palo Alto Networks
US Senators John Fetterman & Dave McCormick

Stay tuned for full talks over the coming days!

Thanks to our amazing speakers for joining, and shoutout to the partners who made this event possible:

EY (@EYnews): Liquidity, growth, and what’s next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value.
https://t.co/nGzhiddseO

NYSE (@NYSE): Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8dbFI4

PLAUD (@PLAUDAI): Never miss a moment. @PLAUDAI, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT54NI

[8090 @8090_Factory]

The context locked in senior engineers' heads is the bottleneck. A retrieval layer surfaces it.

Keeping it in sync with what ships is the harder problem, and the one our Software Factory's Knowledge Graph solves: capture the intent, enforce it from requirements to tested code.

Try out Software Factory: https://t.co/YnLbBjlNE5

[Chamath Palihapitiya @chamath]

You will be hearing a lot more about governance and a “control plane” for AI over the next few quarters.

This is what 8090 built Software Factory for.

Find out more at https://t.co/UAxNYUWgf0

[8090 @8090_Factory]

AI writes 61% of the average enterprise codebase. 81% of leaders say it's causing more production incidents, not fewer.

Governance is now the hard part.

Software Factory's new Requirements Drift Detection flags code that's drifted from the spec.

We'd love your feedback. https://t.co/YnLbBjlNE5

[Chamath Palihapitiya @chamath]

@BillAckman Thank you for speaking! You were awesome.

[Bill Ackman @BillAckman]

With the besties as I am always All-In

[The All-In Podcast @theallinpod]

All-In Liquidity has begun.

Stay tuned for incredible content from the best investor summit in the world.

This year sold out in a few weeks, next year will sell out faster.

Apply now to lock in your early bird pricing for 2027:
https://t.co/1T7R9zRbkN

[Chamath Palihapitiya @chamath]

@colebokowy @Sommjoshua I’m not a beer guy. Too many calories and I always feel bloated afterwards.

[Chamath Palihapitiya @chamath]

A year ago, I announced that I had gotten a California liquor license!

Why?

So @Sommjoshua could work with wineries to buy wine directly and bypass much of the middleman fuss and markup.

We had almost 50 Founding members join us with the goal of making sure that winemaking wasn’t lost in this age of ever-marching technological process.

Our Founding Members buy wine together. We travel the world to have dinners together. We sell wine to each other. Always at cost, never with a markup and usually with a discount that can be as high as 30-40% on even the most exclusive wines.

We also wanted to become a safe harbor for multi-generational winemakers as they transition to the next generation.

As a result we are forging lifelong relationships with the most incredible wineries in the world.

Perhaps, over time, if they decide it’s time for succession planning they will bring us in as partners versus sell to a large corporation.

We are a group of humans who want to protect their craftsmanship and celebrate both the beauty of their product but also the beauty of their locations and the wineries themselves.

Today, we're launching Drink With Me for non Founding Members. You can now get the majority (but not all) of the benefits of our private wine collective that our Founding Members enjoy.

While our founding membership costs were a bit expensive, you can get most everything we do, as a non Founding Member, for $5k/yr.

If you want to learn more, you can do so here: https://t.co/UCJokzsGBm

PS, there are a few Founding Memberships which we left open for emerging members but you will need a nomination from one of the existing FMs. They will let you know if they are one but here are a few that happen to be on X:

@VinnyLingham
@Mister_Keating
@skydayton
@Andrew_Robl
@KristinaHolst
@sundeep
@BrianYutko
@underj_me
@JasonKoon
@phil_hellmuth

[Chamath Palihapitiya @chamath]

@Ryannn_2023 @Sommjoshua It could definitely happen. But it could also definitely not happen!!

[Chamath Palihapitiya @chamath]

@Levi_Researcher @Sommjoshua Same.

[Chamath Palihapitiya @chamath]

@eric69cartman @Sommjoshua No. That’s for the FMs.

[Chamath Palihapitiya @chamath]

@PatrickEdgett @Sommjoshua Correct.

[Chamath Palihapitiya @chamath]

@underj_me @Sommjoshua You’re one of the great ones. 🙏🏽🙏🏽❤️