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announced projects

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 1, 2026 by Chamath Palihapitiya · across every show →

Everything said about announced projects, oldest first

May 1, 2026 neutral
Assertion Supported
Chamath: Less than half of announced data center capacity is being built
“People have announced all these projects, Jason, but less than half of it is actually being built.”
Chamath Palihapitiya May 1, 2026 ▶ 10:21 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 1, 2026 bearish
Prediction Open · timeframe May 2031
Chamath: 40% of announced AI data center projects will be canceled
“40% of all the announced projects get canceled because 40% of all projects in the last four years have been canceled.”
Chamath Palihapitiya May 1, 2026 ▶ 12:05 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
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