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Chamath Palihapitiya Newsletter
The the words it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
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18 September
16 September
11 September
10 September
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Their words
Yesterday's AIs ate the Internet and became a patchwork mediocrity.
6 September
4 September
31 August
30 August
23 August
21 August
16 August
14 August
7 August
17 July
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korrents.com
Restricting US AI models does not work: China builds better ones and everyone switches to them.Their words
US: restricts US AI model because too dangerous China: builds better Chinese AI model Everyone: switches to Chinese AI model This is why restricting models probably doesn't work, it's much more preferable (for US) to have everyone on US AI models so at least they can monitor what everyone is doing
14 July
13 July
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korrents.com
Prohibition reduces how much of a product is consumed rather than merely moving the same consumption underground.Their words
Quantity consumed under prohibition is almost always smaller than quantity consumed under legalization.
12 July
From one piece The Network State 3 beliefs, in the piece's order there
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Their words
Another example is Bitcoin. It’s the Unix of money. You can send millions with a keystroke or rm your entire fortune. That’s more upside and more downside, by making people power users, and taking away the system administrator.
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Their words
Today's world is becoming tripolar. It is NYT vs CCP vs BTC. That's the American Establishment vs the Communist Party of China vs the Global Internet.
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Their words
I disagree with the fundamental moral premise of Maximalism, which is that Bitcoin is the only coin and all other digital assets are sins.
7 June
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Lovedrcmnd.app
Keychron Q3Their words
Keychron Q3 keyboard with Kailh Midnight Pro silent switches ♥
2 June
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korrents.com
Keyboard buyers increasingly expect switches and keyboards to sound good, not just feel good.Their words
This is something more and more keyboard companies look into, and customers except good sounding keyboards.
5 May
20 April
16 April
15 April
3 April
13 March
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Their words
Yeah, I think the biggest bottleneck is compute and for that the longest lead time supply chains are not power or data centers. They're actually the semiconductor supply chain themselves, right? It switches back from being power and data center uh as a major bottleneck to chips.
11 March
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korrents.com
Nobody will believe a resume any more; what will count is visible proof of the work you actually did.Their words
we are moving into a world very quickly this year where proof of work is so important and I mean proof of work not in the Bitcoin sense but your proof of what you have done, your resume. And I don't mean your resume because nobody's going to believe that. I mean the actual work that you did which has to be visible
1 December 2025
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korrents.com
Bitcoin's roughly $2 trillion market capitalization is still early relative to its long-term adoption potential.Their words
In my view, Bitcoin at a ~$2 trillion market capitalization remains rather early.
30 August 2025
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korrents.com
American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw.Their words, before
Taking this into account, actual water consumed by data centers is around 66 million gallons per day.
Their words now
So to wrap up, I misread the Berkeley Report and significantly underestimated US data center water consumption.
15 August 2025
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Their words
So it's just very clear that like the average distance the electron is going to travel between generation and consumption is going to decrease in the future pretty radically.
6 July 2025
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Their words
Bitcoin is not going to catch on as a charity. In order for spending it to catch on persistently at scale (i.e. not just billions of dollar-equivalents in annual global medium-of-exchange volume, but trillions), it has to solve problems for spenders and/or recipients that other solutions are not doing.
28 May 2025
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korrents.com
Drug enforcement cut casual use and barely touched heavy users, who account for most of the drugs consumed.Their words
But by the available evidence, the War on Drugs was far less successful at reducing use among the “hard core” of users, mostly meaning people addicted to their drug of choice.
What Was The War on Drugs? Part Vthecausalfallacy.substack.com
22 March 2025
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Their words
I couldn't let myself be angry or consumed by that kind of stuff because hate is so sticky, it sticks for a lifetime. And there really is only one cure for hate, which is forgiveness. I just don't think you can get rid of it without that.
2 February 2025
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Recommendsrcmnd.app
DaemonTheir words
The Bitcoin Standard, Broken Money, The Sovereign Individual, The Truth Machine, Daemon
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Recommendsrcmnd.app
The Truth MachineTheir words
The Bitcoin Standard, Broken Money, The Sovereign Individual, The Truth Machine, Daemon
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Recommendsrcmnd.app
Broken MoneyTheir words
The Bitcoin Standard, Broken Money, The Sovereign Individual, The Truth Machine, Daemon
+ 2 more
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Recommendsrcmnd.app
The Bitcoin StandardTheir words
The Bitcoin Standard, Broken Money, The Sovereign Individual, The Truth Machine, Daemon
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Recommendsrcmnd.app
The Sovereign IndividualTheir words
The Bitcoin Standard, Broken Money, The Sovereign Individual, The Truth Machine, Daemon
2 October 2024
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korrents.com
NASA's Space Launch System has consumed more than a hundred billion dollars and delivered almost nothing.Their words
Four years on, the program has consumed another $20b with nothing to show for it.
24 September 2024
From one piece Bitcoin: A Global Liquidity Barometer 2 beliefs, in the piece's order there
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korrents.com
Bitcoin tracks the direction of global liquidity more consistently than any other major asset class.Their words
Bitcoin moves in the direction of global liquidity 83% of the time in any given 12-month period, which is higher than any other major asset class, making it a strong barometer of liquidity conditions.
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Their words
as the Bitcoin ecosystem matures, infrastructure improves, and more regulatory clarity emerges, I expect the frequency of these 'Black Swan' events to diminish over time.
18 April 2024
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Their words
The 100-megawatt facility might have ten 10-megawatt blocks served directly by a 1500V DC feeder line without connections to other blocks that would require extra switches and routing.
How to Make Off Grid Data Centers Affordableaustinvernon.site
11 January 2024
28 May 2022
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Likedrcmnd.app
Keychron K3Their words
Mechanical keyboard with Gateron Brown switches that are comfortable for long coding sessions. Long battery life and bluetooth connectivity make it highly flexible.
21 June 2021
Nothing matches.
What is a korrent?
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