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A brilliant analysis by Chamath Palihapitiya on future value creation opportunities based on generative AI: “Most of the money made off the invention of refrigeration wasn't by the makers, but companies like Coke. If AI/LLMs are refrigeration, who is next Coca-Cola?”

Vala Afshar

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1,124,295 views • 2 years ago •via X (Twitter)

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10 Comments

Vala Afshar2 years ago

Coca-Cola is one of the most popular drinks on any menu and is also one of the oldest drinks. Lexington Candy Shop is a 97-year-old diner on the upper east side of New York City that still makes their Coke the old-fashioned way.

Ric Levin2 years ago

@chamath Chamath lost me years ago as a disingenuous, self-interested dude masquerading as a benefactor of the little guy. I would never play in that guy‘s pen.

John Neil Conkle2 years ago

@chamath focus on the gray band there’s the long leg: finding the next Coca-Cola? also there’s a short leg: late 19th century ice trade was a ~$600m biz, inflation adjusted, in US alone 1/2

Arny Trezzi2 years ago

@chamath $PLTR since it let clients drink LLMs to drive their happiness

Priyank2 years ago

@chamath Not Really ! He is wrong more than right all the time. LLMs are synonyms to Mac ,Windows, or Android, IOS. Coke is like an app on these operating systems. Now do you think Microsoft and Apple are making less money than app providers ?

TSLATALK2 years ago

@all_in_tok @chamath What about the companies making the robots that get you the Coca Cola from the fridge? @chamath

Human | Michael Rush2 years ago

Yes and this is because consumers don't care at all about what something is built on or how or why. They care about what it does for them. Every company is a tech company and every company is B2P(people) Biz twitter is obnoxious with the obsession of categorization and assigning value to the wrong place. It's all mouse traps all the way through in consumerism.

OCShree2 years ago

@chamath The secret sauce will be the company that is able to tweak the base model to create unique insights. Google with their search history and ad models, Meta and X with their social media and user data and Microsoft with their business content. Will be fascinating!

Nunzio Presta2 years ago

@chamath 💯 First millionaires of the Gold Rush were not the diggers but those who sold them shovels and picks.

Onward and Upward2 years ago

@chamath Coca Cola doesn’t *require* refrigeration. But ok

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“The people who invented refrigeration made some money, but most of the money was made by Coca-Cola, who used refrigeration to build an empire. LLMs are like as refrigeration. and the Coca-Cola has yet to be built” ~Chamath Palihapitiya

“The people who invented refrigeration made some money, but most of the money was made by Coca-Cola, who used refrigeration to build an empire. LLMs are like as refrigeration. and the Coca-Cola has yet to be built” ~Chamath Palihapitiya

Rohan Paul

1,102,533 views • 6 months ago

🎯“The people who invented refrigeration made some money, but most of the money was made by Coca-Cola, who used refrigeration to build an empire. LLMs are like as refrigeration & the Coca-Cola has yet to be built” ~Chamath Palihapitiya (Chamath Palihapitiya) ---- From "iConnections" YouTube channel, (link in comment)

🎯“The people who invented refrigeration made some money, but most of the money was made by Coca-Cola, who used refrigeration to build an empire. LLMs are like as refrigeration & the Coca-Cola has yet to be built” ~Chamath Palihapitiya (Chamath Palihapitiya) ---- From "iConnections" YouTube channel, (link in comment)

Rohan Paul

19,040 views • 1 month ago

the real money in refrigeration wasn't made by the people who invented it but by brands that leveraged it like Coca-Cola. LLMs are gonna play out the same way.

the real money in refrigeration wasn't made by the people who invented it but by brands that leveraged it like Coca-Cola. LLMs are gonna play out the same way.

brett goldstein

187,878 views • 2 years ago

The man who invented the refrigerator made some money. But Coca-Cola made most of the money by using the refrigerator to build a global empire. Now AI is here. The real money may not be in building AI, but in using it smartly. Interesting take by Mr. Chamath 🔥

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