Chamath Palihapitiya backs harnesses and applications in AI investing guide
Investor Chamath Palihapitiya has published a map of where he expects money to move through the AI market on X, telling his followers that the fastest cash sits in power and data-center real estate.
However, he also stated that the durable margins will belong to “harnesses” and the applications built on top of them.
Where did Palihapitiya say the cash will land first in his guide?
The Social Capital founder tagged his post on X as his “AI investing guide” as of August 2026.
He categorized areas for investments into layers, and the first layer he treated was what he calls LPS, short for land, power, and shell. It refers to the physical footprint of a data center before any chips go in.
Palihapitiya wrote that it is “still the most obvious and fastest path to cash on cash returns.” He added, “Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here.”
Palihapitiya said he and his partner, Anita Verma-Lallian, have locked in close to 6GW of power running through 2029.
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