Chamath Palihapitiya(@chamath):Tactical Game Theory: Meta Scorched Earth This should have been Meta’s play two years ago. That said, they are in an even better position to do it now considering the power and compute constraints that are emerging.

Chamath Palihapitiya

@chamath

Social Capital 8090 God is in the details.

加入 April 2007

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Chamath Palihapitiya@chamath

2026.08.06 09:11

Tactical Game Theory: Meta Scorched Earth This should have been Meta’s play two years ago. That said, they are in an even better position to do it now considering the power and compute constraints that are emerging.

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Vals AI@ValsAI

2026.08.06 02:30

Muse Spark 1.2 just cracked the top 5 on the Vals Index, at just $0.69 per test. This is 3x cheaper than Kimi and 10x or more cheaper than Fable, Opus, and 5.6 Sol.