Chamath Palihapitiya(@chamath):In a world of agents + harness + application, bottoms up will turn out to be the worst strategic GTM decision of the past decade. Over the next few years, AI will stamp out clone after clone of various bottoms up tools, meanwhile this same tool sprawl will be viewed as part of the AI sovereignty debate (ie leaking your alpha into the AIs of point solutions by some random employee on your team) and will cause bottoms up adoption to largely be stamped out in favor of top down. The final nail in the coffin will be CFOs wrapping corporate cards with smart filters so any tool that has downstream IP/alpha leakage won’t be authorized anyways.

2026.08.05 07:33

In a world of agents + harness + application, bottoms up will turn out to be the worst strategic GTM decision of the past decade. Over the next few years, AI will stamp out clone after clone of various bottoms up tools, meanwhile this same tool sprawl will be viewed as part of the AI sovereignty debate (ie leaking your alpha into the AIs of point solutions by some random employee on your team) and will cause bottoms up adoption to largely be stamped out in favor of top down. The final nail in the coffin will be CFOs wrapping corporate cards with smart filters so any tool that has downstream IP/alpha leakage won’t be authorized anyways.

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