- A Chinese Chipmaker Raised $911MA summary of the interesting content that I consumed this past week
Chamath Palihapitiya
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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
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