The tweet was deleted by the author.
But we saved everything 🙂.
Chamath Palihapitiya suggests that the high number of 21,000 likes signals that model revenue is likely to be fully real.
He further notes that little customer money is being wasted on useless tokens, according to his post.
Palihapitiya’s perspective on real model revenue and disciplined capital allocation reflects broader industry trends he has previously addressed, including plans by leading innovators to achieve ambitious milestones such as Neuralink’s move to a 10,000 surgery goal and $500 million revenue target. Additionally, his focus on efficiency and value aligns with his analysis of how market participants are increasingly attentive to the shift from timing to survival in public company cash flow scrutiny amid evolving financial landscapes.