@chamath@Jason@DavidSacks Check out the new Argentine restaurant in NYC, “Graciela,” featuring imported Argentine meat. Ask for sweetbreads (heart). Big fan of @theallinpod from day one!
https://t.co/WCxadc8osn
Palantir reports Q2 ‘26 U.S. comm revenue growth of 149% Y/Y and revenue growth of 93% Y/Y; raises FY ’26 revenue guidance to 82% Y/Y growth and U.S. comm revenue guidance to 134% Y/Y, crushing consensus expectations.
Q2 U.S. revenue grew 115% y/y and adjusted operating margin was 62%.
We also generated $1.062 billion in Q2 2026 GAAP net income, representing 55% margin and 225% Y/Y growth.
Javier Milei just changed the incentives of Argentina’s political class:
If the government runs a fiscal deficit, salaries for the president, ministers, and senior officials are FROZEN and unpaid until resolved.
Politicians shouldn’t get paid for bankrupting the country.
America should adopt this immediately.
@JMilei
@FlySWISS, what a disaster of operation and poor service you have. Two flights, from Geneva to Zurich and from Barcelona, are delayed for hours this weekend. Lack of planning and response; poor communication and empathy. The #swissservive no longer exists. Forget about #ontime.
Wow! This is a much watch of Alex Karp.
His comments on LLMs and frontier models resonates
As does “there are three tech centers I the world: The USA, china and Israel.
Watch till the end
I would like to see you make a voluntary contribution of 5% of your family’s $200M net worth to the government for important healthcare, childcare, and jobs. Don’t worry, it’s just one-time. Your $10M contribution will provide free childcare for over 1,000 California kids for a year! Once you’ve made your personal contribution to a more just and equitable society, I’ll support all your other asset seizure ideas. But you gotta go first…
David Friedberg: The AI Jobs Panic Is a Crock of Sh*t
Why? The revenue potential outweighs the cost savings by 100x.
“There is no job loss with AI. I've said it a thousand times, and I will say it again, and again, and again.
What I see on the ground, and what I've seen at dozens of companies, including my company that I run, there are two sides to a business.
There is revenue and there’s costs.
On the cost side of the equation, AI can be used to reduce humans doing things that cost money, to some extent. The effect there, I would argue, is nominal.
The real opportunity with AI is on the revenue side, where suddenly one engineer can do 100x or 1000x what they used to be able to do, meaning you can make more products at your company, whether those are agricultural seed products, or boats and ships, or software for companies, or clothing, or what have you.
Because of AI, everyone has the ability to expand their revenue base to create more products, and that is the foundation of good economic prosperity. It is called productivity. We can grow productivity in this country with AI.
So where I see AI being used is on the revenue side 100x more than the cost side. And in that equation, people are hiring like crazy. We cannot hire enough people.
I just had a review meeting with my product and engineering team two days ago, and they're like, ‘We want to add an extra 15 headcount to our engineering squads because we have all this opportunity to do stuff that we couldn't otherwise do.’ So we are going to hire more people.
And to Sacks' point, we are seeing that show up in the jobs numbers. The idea that AI is going to destroy jobs is a Luddite idea that is being disproven every single day, and I see it on the ground.
It is only a matter of time before people wake up to this and they realize that this narrative that they've all been sold is a crock of sh*t.”
Last week, Argentina’s President Milei announced a new legal category for non-human corporations – companies run by #AI agents or robots. Like traditional corporations, they would be granted legal personhood. This could generate enormous new wealth, but very worryingly, it would also hand AIs an all-purpose key that grants access to our financial, economic and political systems. Full op-ed in today's @FT: https://t.co/w6DzOwByiq
Opinion: As the world enters a new era of technology, AI must be permitted to develop without premature regulation, writes Argentina's President Javier Milei https://t.co/GzDL4f4ey4
🍹Saasparillas flowing, saaspocalypse in full swing 😂
We’re getting sassy with unstoppable momentum.
Salesforce just dropped an absolute monster Q1:
📈 Record revenue: $11.13B (+13% YoY)
💰 Operating cash flow: $6.7B
🤖 Agentforce ARR just crossed $1B
Combined with Data 360 and Informatica, we’re now at $3.4B in AI + Data ARR.
We’re not just talking about the agentic future — we’re delivering it. The #1 Agentic CRM, powering the shift to agentic enterprises at scale.
The momentum is real. The future is unstoppable. 🔥
#Agentforce #Salesforce #AI #EnterpriseSoftware