OPEX
3 statements across 3 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 13, 2024 by Chamath Palihapitiya · across every show →
Everything said about OPEX, oldest first
Jan 13, 2024 neutral
Chamath: Operating leverage and low cost to serve are software's only defensible moat
“There are a few difficult things in software. Few. I was just like, it's just true. And as a result, every product, this is not a Carta thing, every product will see a ton of competitors. So the only thing that you can do is have an extremely leveraged OPEX an…”
May 31, 2025 neutral
Palihapitiya: AI will shrink corporate OPEX and increase revenue per employee
“So you're generally gonna see. OPEX as a percentage of revenue shrink naturally, and you're going to generally see revenue per employee go up naturally, but it's going to create a tough job market for new grads in the established organizations.”
Feb 28, 2026 bullish
Chamath predicts corporate OpEx will plunge while tech share of OpEx surges
“I would expect OpEx as a percentage of revenue to fall off of a cliff, but within that OpEx, the percentage of it that you allocate to technology and technology related things probably goes way, way up than what it is today.”