IBM's Q2 miss is proof the AI enterprise ROI gap is real — legacy IT that can't show returns gets repriced hard
I think you're starting to see a little bit of the wheels come off
+1.15%open horizon
Speakerguest
Chamath Palihapitiya
@chamath / appears on all-in, all-in, tweets, all-in, all-in, tweets, all-in, all-in, tweets, all-in, all-in, tweets, all-in, all-in, all-in, all-in, all-in, tweets, all-in, all-in, all-in, all-in, tweets, all-in, tweets, all-in, tweets, all-in, all-in, tweets, all-in, all-in, all-in, all-in, tweets, all-in, tweets, all-in, all-in, tweets
Verified record
42credibility1 resolved
Speaker record
State-level data center bans are performative — they redirect AI buildout, not stop it, keeping GPU demand untouched.
This is the intellectual version of a COVID Mask. You may think you're doing something smart but you're not.
+1.35%open horizon
AI's frontier labs are riding the biggest market ever seen, revenue set to triple or more next year
If these guys end the year over $100 billion, I think that they're on a revenue trajectory that they could 3 to 5x again next year. We've never seen anything like this. Never.
+2.14%next year
[5:27]short
Agent-readable speaker
{
"type": "trace.speaker",
"handle": "chamath",
"name": "Chamath Palihapitiya",
[
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
],
{
}
}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.