Author
@chamath chamath
grade Bx.com/chamath ↗
High-conviction founder-pundit theorizing AI platform economics while marketing his own software venture
Posts framework-driven macro/thematic threads on AI value-ch
trader score
+1.47
hit rate
57%
mean α
+1.05%
signals 14d
20
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 14 scored bets: 57% hit rate, +1.05% mean alpha, trader score +1.47. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @chamath | · | Explains a software product for bank AI governance, audit trails and examiner-ready evidence. | · | tweet ↗ |
| 2026-08-27 | · | @chamath | · | Promotes an AI-assisted software-delivery offering using project failure statistics. | · | tweet ↗ |
| 2026-08-27 | · | @chamath | · | Reiterates a SaaS bottom call and expects valuations to recover as results improve. | · | tweet ↗ |
| 2026-08-27 | · | @chamath | · | Highlights accelerating quantum-bit scaling and risks to insecure cryptography. | · | tweet ↗ |
| 2026-08-26 | · | @chamath | · | Argues AI economics will eventually shift margin power toward companies closest to end users. | · | tweet ↗ |
| 2026-08-26 | · | @chamath | · | Argues costly frontier AI models face a long ROI curve and cheaper open-source substitution risk. | · | tweet ↗ |
| 2026-08-24 | · | @chamath | · | Frames $765B AI capex and compute futures as a new investable infrastructure regime | · | tweet ↗ |
| 2026-08-23 | · | @chamath | · | Predicts AI-designed kernels and architectures will make many current chips less differentiated | · | tweet ↗ |
| 2026-08-22 | · | @chamath | · | Argues AI remains in its first inning and current winners and losers are premature. | · | tweet ↗ |
| 2026-08-22 | · | @chamath | · | Argues complex regulation entrenches incumbents while simpler rules increase competition. | · | tweet ↗ |
| 2026-08-20 | · | @chamath | · | Clarifies that a referenced figure could be misread as a 2–3% reduction in run-rate GDP. | · | tweet ↗ |
| 2026-08-20 | · | @chamath | · | Argues large global companies' earnings growth has essentially no connection to AI. | · | tweet ↗ |
| 2026-08-20 | · | @chamath | · | Growing data-center opposition is framed as a threat worth 200-300 bp of annual GDP. | · | tweet ↗ |
| 2026-08-19 | · | @chamath | · | AI features will commoditize, driving token consumption higher while unit costs collapse. | · | tweet ↗ |
| 2026-08-19 | · | @chamath | · | Argues expensive nuclear construction and grid exits will push electricity prices higher. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.