- A Chinese Chipmaker Raised $911MA summary of the interesting content that I consumed this past week
Chamath Palihapitiya
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
Chamath Palihapitiya did not write this page. What is this?
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Where they publish
Newsletter Chamath Palihapitiya Where they write: the weekly market notes and the Social Capital annual letters. Has a feed.
Weekly posts on markets, chips, energy and AI, plus the Social Capital annual letters. This is the long-form venue — the podcast is talk, this is written and signed.
Recent
- A Chinese Chipmaker Raised $911M 6 Sept 2026 A summary of the interesting content that I consumed this past week
- I turn 50 today... 3 Sept 2026 This is a message to my kids but I offer it to you in case any of it rings useful...
- Anthropic’s $30 Trillion Moonshot 30 Aug 2026 A summary of the interesting content that I consumed this past week
Show 17 more
- Deep Dive: Will California Go Broke? 28 Aug 2026 California is the 5th largest economy in the world, but 43% of its own residents say the budget is a "big problem." So let’s take a closer look at the budget...
- Bitcoin’s Best Week Since 2024 23 Aug 2026 A summary of the interesting content that I consumed this past week
- Anthropic’s $6B Push to Lower AI Costs 16 Aug 2026 A summary of the interesting content that I consumed this past week
- Deep Dive: The Next Trillion-Dollar Futures Market 14 Aug 2026 AI capex hit $765B in 2026, passing oil and gas for the first time. The resource powering AI is getting its first futures contract. Here is what has to be true for it to work
- A Bitcoin Miner Switches to AI for a $4.7 Billion Lease 9 Aug 2026 A summary of the interesting content that I consumed this past week
- How Two Companies Built a $71+ Billion Drug Class 6 Aug 2026 In 2025, two drugs earned more than double the combined revenue of OpenAI and Anthropic and reached under 2% of the people who qualify. This is a deep dive on the biology, the economics, and where...
- The Leverage Inside Korea’s Memory Trade 2 Aug 2026 A summary of the interesting content that I consumed this past week
- Deep Dive: What Happens When Cars Drive Themselves 31 Jul 2026 Autonomous driving reached commercial scale in 2025. The robotaxi market alone is valued at over $11 trillion. But the bigger story is what happens to the industries built around human drivers
- Google’s biggest quarter ever 26 Jul 2026 A summary of the interesting content that I consumed this past week
- Deep Dive: How Cyberwarfare Works 22 Jul 2026 Cyberwarfare lets a small number of operators threaten systems that took decades and billions to build. The next question is how that balance changes when AI can run most of an attack at...
- Two questions every CEO should ask about AI 19 Jul 2026 A summary of the interesting content that I consumed this past week
- A quick question 14 Jul 2026 I want to further make our research and weekly publications even more useful to you. As a member of our community, could you take just 2 minutes to complete this survey...
- Microsoft Cuts 4,800 Jobs and Sells Four Studios 12 Jul 2026 A summary of the interesting content that I consumed this past week
- The New Private Asset 9 Jul 2026 Privacy tokens were delisted from exchanges 73 times in 2025, yet they became crypto's best-performing sector. Here's why.
- Meta Moves to Sell Its Excess AI Compute 5 Jul 2026 A summary of the interesting content that I consumed this past week
- Why Gold, Silver, Platinum, and Palladium All Spiked at Once 2 Jul 2026 Four metals spiked at once, for four completely different reasons. Here's what each one is signaling.
- Training Physical AI on Video Game Clips 28 Jun 2026 A summary of the interesting content that I consumed this past week
Link verified 7 Sept 2026. Recent items update automatically from the channel.
Podcast All-In The show they co-host, weekly, with three others. Has a feed.
A weekly roundtable on markets, technology and politics with Jason Calacanis, David Sacks and David Friedberg. Four hosts, so an episode is not all their voice — but it is their own show and they are named in its title.
Recent
- GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal 4 Sept 2026
- Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine 29 Aug 2026
- Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics 26 Aug 2026
Show 17 more
- Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China 24 Aug 2026
- Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up 21 Aug 2026
- Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety 18 Aug 2026
- Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback 14 Aug 2026
- Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats 13 Aug 2026
- Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI 8 Aug 2026
- Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships 5 Aug 2026
- Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores 31 Jul 2026
- The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs 28 Jul 2026
- The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence? 24 Jul 2026
- Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? 20 Jul 2026
- Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters 18 Jul 2026
- Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding 15 Jul 2026
- The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour 13 Jul 2026
- More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts 11 Jul 2026
- Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs 10 Jul 2026
- AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie 3 Jul 2026
Link verified 7 Sept 2026. Recent items update automatically from the channel.
Beliefs
Korrents What they believe 3 beliefs — each backed by an exact quote.
Each is a — compiled by korrents.com, not by them: the one-line wordings are korrents', the quotes are theirs.
Recent
AI is already inside the recursive self-improvement loop — what the labs have shipped in recent weeks shows the cycle has started.
Looking at the results and capabilities from the various labs over the past few weeks I would say we are firmly in this loop now.
@chamath on X Said 3 Aug 2026
Recursive self-improvement will increase AI capability very quickly from here.
Recursive self improvement will dramatically increase capability very quickly from here.
@chamath on X Said 3 Aug 2026
The marginal cost of running any AI model will fall to approximately zero.
Marginal costs of all models will go to ~$0.
@chamath on X Said 3 Aug 2026
What is a korrent?
A korrent is a belief a person has stated in their own words: one sentence stating the claim, backed by a quote and a source, kept at korrents.com.
Under a name here, the quoted block is what they actually said. The korrent beneath it is the claim those words support, in korrents' wording — tap it to see the record, its source, and who else holds it.
Nobody here wrote their own korrents. They are compiled from public statements, and a person can change their mind, which is recorded too.
Feed
As its own page →Hiding
6 September
4 September
3 September
- I turn 50 today...This is a message to my kids but I offer it to you in case any of it rings useful...
30 August
- Anthropic’s $30 Trillion MoonshotA summary of the interesting content that I consumed this past week
29 August
28 August
- Deep Dive: Will California Go Broke?California is the 5th largest economy in the world, but 43% of its own residents say the budget is a "big problem." So let’s take a closer look at the budget...
26 August
24 August
23 August
- Bitcoin’s Best Week Since 2024A summary of the interesting content that I consumed this past week
21 August
18 August
16 August
- Anthropic’s $6B Push to Lower AI CostsA summary of the interesting content that I consumed this past week
14 August
- PodcastAnthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- NewsletterDeep Dive: The Next Trillion-Dollar Futures MarketAI capex hit $765B in 2026, passing oil and gas for the first time. The resource powering AI is getting its first futures contract. Here is what has to be true for it to work
13 August
9 August
- A Bitcoin Miner Switches to AI for a $4.7 Billion LeaseA summary of the interesting content that I consumed this past week
8 August
6 August
- How Two Companies Built a $71+ Billion Drug ClassIn 2025, two drugs earned more than double the combined revenue of OpenAI and Anthropic and reached under 2% of the people who qualify. This is a deep dive on the biology, the economics, and where...
5 August
3 August
2 August
- The Leverage Inside Korea’s Memory TradeA summary of the interesting content that I consumed this past week
31 July
- PodcastChip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- NewsletterDeep Dive: What Happens When Cars Drive ThemselvesAutonomous driving reached commercial scale in 2025. The robotaxi market alone is valued at over $11 trillion. But the bigger story is what happens to the industries built around human drivers
28 July
26 July
- Google’s biggest quarter everA summary of the interesting content that I consumed this past week
24 July
22 July
- Deep Dive: How Cyberwarfare WorksCyberwarfare lets a small number of operators threaten systems that took decades and billions to build. The next question is how that balance changes when AI can run most of an attack at...
20 July
19 July
- Two questions every CEO should ask about AIA summary of the interesting content that I consumed this past week
18 July
15 July
14 July
- A quick questionI want to further make our research and weekly publications even more useful to you. As a member of our community, could you take just 2 minutes to complete this survey...
13 July
12 July
- Microsoft Cuts 4,800 Jobs and Sells Four StudiosA summary of the interesting content that I consumed this past week
11 July
10 July
9 July
- The New Private AssetPrivacy tokens were delisted from exchanges 73 times in 2025, yet they became crypto's best-performing sector. Here's why.
5 July
- Meta Moves to Sell Its Excess AI ComputeA summary of the interesting content that I consumed this past week
3 July
2 July
- Why Gold, Silver, Platinum, and Palladium All Spiked at OnceFour metals spiked at once, for four completely different reasons. Here's what each one is signaling.
28 June
- Training Physical AI on Video Game ClipsA summary of the interesting content that I consumed this past week
Nothing matches.