Chamath Palihapitiya Channel

You are effectively signaling your collaboration with our adversaries without needing to explicitly admit it.

It has been 18 months since I launched 8090 with a singular mission: to eliminate the worlds legacy software and replace it with functional, modern alternatives. We have seen such tremendous progress alongside our Enterprise partners that we are ready to expand access. Starting tomorrow, we will officially release our Software Factory so that everyone has the opportunity to test it.

The name Software Factory describes its function perfectly. It operates as a governed, collaborative modular environment where humans work alongside agents and AI. This cooperation produces code that is zero-drift, well-documented, and exceptionally reliable for enterprise use. Furthermore, the system keeps everything in check; whenever you alter the code, your Engineering Plans and PRDs are synchronized automatically.

Users are also able to import full codebases into the platform. This allows you to map and document the specific behaviors of your legacy code, greatly simplifying the migration and maintenance processes. Additionally, you can establish Assembly Lines using the Software Factory. This feature allows the system to memorize specific operational patterns and automate them, allowing for endless repetition with improved accuracy over time.

Crucially, this system captures all tribal knowledge and maintains comprehensive documentation. This ensures that your projects do not suffer setbacks when team roles, strategies, or people change. We are already seeing the benefits in practice. For example, one company is utilizing the Software Factory to build an Assembly Line that will replace a SaaS vendor costing $15M/yr. They are deploying their own solution for a fraction of that price.

This represents the path forward for Enterprise Software. You can finally bid farewell to inflated maintenance budgets, multi-year migration initiatives, and extended periods of lock-in. The journey starts tomorrow.

To rapidly close the distance with China shown on this graph, we have the option of launching a comprehensive tax equity fund. The purpose of this capital would be covering the cost of a personal solar and storage system for every single homeowner in the US.

By taking this step, we would restore 2-3 TWh to the electrical grid, causing the chart below to immediately depict the US and China running neck and neck. A major benefit of this approach is that homeowners would see their electricity bills disappear entirely.

From a funding perspective, the companies participating in the tax equity fund would incur no net expense. They would merely be redirecting dollars they are already required to pay in taxes. The moment has arrived to initiate this ambitious top-down moonshot for our domestic energy landscape.

If Tesla and SpaceX were to merge, the result would be nothing short of a Berkshire Hathaway for the modern age. The advantages regarding efficient operations and capital fundraising are undeniable. Furthermore, this consolidation would bring the market closer to a unified equity instrument covering the entire portfolio of Elon, something that many investors are eager to acquire.

By merging SpaceX and Tesla, we would instantly witness the creation of a Berkshire Hathaway for the modern century. The potential for streamlined operations and enhanced capital raising is undeniable. Furthermore, this consolidation would bring the market closer to a single equity instrument for all things Elon, a prospect that many investors are eager to embrace.

The imposition of ceaseless regulations and taxes is the mechanism by which governments establish systemic poverty among their citizens. When people are stripped of their capital and liberty, they are effectively reduced to a state of servitude, leaving them entirely dependent on the benevolence of the state.

I am swallowing hard.

Consider a hypothetical situation where the United States and China share victory in the race for artificial intelligence. Imagine a reality where the technical capacities of both nations are virtually identical. In this environment, manufacturing potential is mirrored; whatever one side constructs, the other can duplicate. This parity extends to military innovation, meaning any next-generation weaponry developed by one nation can be equally developed by the other.

The result of such equilibrium is a strategic détente. Both powers would likely restrict their activities to their respective hemispheres, effectively agreeing to non-interference. To maintain this status, each superpower would rely on a small circle of specific nations for essential capital, expertise, and natural resources. These key partners would operate under strict exclusivity, collaborating solely with either the US or China, but never both simultaneously.

Consequently, the remaining nations of the world would effectively devolve into vassal states. Without domestic AI capabilities or strategic resources of their own, these countries would be forced to lobby for security, seeking status as a protectorate under one of the two giants. If this scenario were to materialize, it would mark a massive transformation in the current global order.

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A small group of calculating Union CEOs currently maintains a tight grip on California. These organizers owe it to their dues-paying members to show the bravery required to speak the truth. By pushing for the Billionaire Tax, they are actively dismantling the tech community, a move that effectively sabotages the state economy. This strategy threatens to force California into bankruptcy. When the budget and economy eventually collapse, the unfortunate result will be a reduction in earnings for the union members themselves.

One effective method for recognizing the finest nations globally is to determine whether accumulating wealth is viewed favorably within their borders. Places like Singapore, Denmark, and Switzerland manage to applaud personal achievement while maintaining sturdy social safety nets. Conversely, nations that fail to appreciate this dynamic inevitably slide into economic obscurity, often ending up subservient to foreign powers. While it is undeniably important to look after the well-being of all citizens, providing such care requires the specific resources and leverage that are only generated through success. Regrettably, numerous countries across Europe serve as illustrations of what happens when this balance is not maintained.

To distinguish the premier nations of the world from the rest, one need only determine whether their culture celebrates affluence. History demonstrates that any state failing to embrace wealth creation inevitably fades into economic obscurity, ultimately becoming a subordinate dependent of other powers. While ensuring the welfare of all citizens is a fundamental duty, such support relies on the leverage and resources that are exclusively generated through achievement. Regrettably, numerous European nations currently illustrate the consequences of failing to grasp this essential reality.

Control over California is currently in the hands of a few calculating Union CEOs rather than the union members themselves. These leaders should demonstrate the courage to be transparent with their dues-paying constituents. They need to explain that the Billionaire Tax is poised to dismantle the tech community, which will severely damage the state economy. This course of action threatens to drive California into bankruptcy and destroy the livelihoods of union members when the economic bottom falls out. It is essential for these executives to confront their membership and take responsibility for what they have done.

A select few calculating Union CEOs, rather than the union members themselves, are currently holding California captive. These organizers must summon the courage to inform their dues-paying constituents that they are poised to devastate the California economy by dismantling the local tech community with this "Billionaire Tax." Such actions will inevitably drive California into bankruptcy and destroy the earnings of union members when the state budget collapses. These leaders need to be brave enough to face their membership and admit what they have done.

You can determine which countries are the greatest in the world simply by asking if it is considered cool to be rich in that location. History shows that every nation answering this incorrectly drifts into economic irrelevance and ultimately becomes a subordinate dependency of another state.

Based on the data displayed in the chart, California relies on the top 1% of its taxpayers to cover over 33% of the total tax burden. Even more strikingly, the highest 0.1% of earners—a group of approximately 17,500 individuals—supplies more than 16% of all tax revenue. This illustrates a precarious situation where a tiny segment of a 40 million strong population underwrites a massive proportion of the state's income. Speaking from the perspective of someone in this tax bracket, I can state clearly that our tolerance has been exhausted. Unless this aggressive approach to taxation ceases, we will relocate. Coordination is already underway among various groups to depart en masse. Ultimately, this will leave the middle class solely responsible for funding the wasteful spending of elected politicians who seem incapable of stopping themselves.

Based on the data illustrated here, California relies on the top 1% of taxpayers to fund more than 33% of the total tax dollars collected. To narrow it down further, a group comprising roughly 17,500 individuals—representing the top 0.1%—shoulders over 16% of the entire revenue load. The core issue highlighted is that a tiny fraction of residents is sustaining the revenues for a state boasting a population of 40M. Speaking from the perspective of someone within this bracket, I can state unequivocally that we have reached our limit. Unless this chaotic approach to taxation ceases, we are prepared to relocate, and indeed, specific groups are currently organizing to leave together. Consequently, the middle class would be left to solely finance the wasteful spending of elected representatives who lack the discipline to control their expenditures.

With a total population of 40M, California relies on a very select group to fund a massive proportion of its budget. According to the data presented, the top 1% of taxpayers contribute more than 33% of all tax dollars collected. Drilling down further, the top 0.1%—comprising approximately 17,500 individuals—are responsible for generating over 16% of all tax revenues.

As a member of this specific bracket, I can assert categorically that our tolerance is exhausted. Unless this pattern of tax insanity is halted, we are prepared to leave. Groups of us are already coordinating to relocate en masse. Consequently, the middle class would remain behind to shoulder the financial burden of waste created by elected officials who lack the discipline to stop spending.