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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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21 September
18 September
16 September
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korrents.com
Lowe's ToughBuilt StackTech tool boxes are overpriced and will go unsold until the line is discontinued.Their words
The prices seemed too high. I foresee the entire line collecting dust until Lowe's moves on (again).
14 September
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korrents.com
Specialized robots will invent techniques in their domain that humans never thought of or could not do.Their words
Basketball robots are likely to invent new basketball moves that humans didn't think of doing, or couldn't do easily.
11 September
10 September
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Their words
Yesterday's AIs ate the Internet and became a patchwork mediocrity.
6 September
5 September
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Their words
We can’t count on surrogate blood markers to guide the results of cardiovascular clinical outcome trials.
The Coronary Artery Inflammation Controversyerictopol.substack.com
4 September
3 September
2 September
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Their words
the median venture capitalist has not been much better at harvesting alpha than the median mutual fund manager or PE investor
1 September
30 August
26 August
From one piece DHH: Future of Programming, AI, Agentic Engineering, Vibe Coding & Linux | Lex Fridman Podcast #501 2 beliefs, in the piece's order there
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Their words
The other thing I'd say is that most organizations don't know what they want. They don't know how to make it better. They're not bottlenecked on implementation. They're bottlenecked on ideas. They're bottlenecked on vision. They're bottlenecked on taste. And if you don't have those element in excess of your implementational capacity, it doesn't help. So you can make a lot of shitty ideas come true, then what?
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Their words
So the irony here is that when you look at that field, it seems like we've reached levels of intelligence that virtually no human can match because many of these security holes are about stringing combo moves together. You find one little vulnerability here that by itself might not be the worst thing in the world, but then you combine it with four others, and suddenly you have RCE, remote command execution. Humans who are able to do that are very rare.
23 August
21 August
20 August
16 August
14 August
12 August
9 August
7 August
4 August
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Their words
i would rather be an optimist and work hard than a pessimist posting about why things won't work. it's much more difficult and the most likely path is failure, but society fails if people don't try. no amount of "it will never work" essays will drive society forward.
1 August
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korrents.com
Complaining about China's trade surpluses and excess capacity has not worked and will not work.Their words
I think complaining about trade surpluses and excess capacity has not worked, and is not going to work.
20 July
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Their words
And what they found is there's kind of this um bell-shaped curve between energy availability and brain volume. And in general, brain volume, right, the more the better, right, we think. And so if you're chronically calorically restricted, your brain is smaller um because you just don't have the resources to invest in, you know, the structure um and to maintain it. At the other end, you see the same thing. So if you're chronically in a chronic state of chloric excess, you also tend to have a smaller brain on average.
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.
30 May
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korrents.com
A digital-service team embedded in an unchanged agency produces no lasting change once it moves on.Their words
A digital service team that works with an agency that continues to hire and manage for the same jobs they did last year, and structures the work in the same way it did last year, is just a tourist.
5 May
22 April
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Their words
And now suddenly people are building databases on top of object stores, for example. And now the replication happens at the object store level, no longer at the database level.
11 March
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Their words
When you come up with the idea and you start pitching it to people, that’s the best the game is ever gonna be, and then you work on it.
29 January
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Their words
And it's crazy because like they're the they're like one of the most precious resources we know of. And yet like people regularly charter private jets, you know, like like you're putting a surgeon on a private jet to go pick up an organ, get it back to the patient in time.
15 December 2025
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Their words
the average athlete who's taking a few million dollars more to move his wife and kids from one family, one city that they loves him and that he loves to some strange place where everybody's going to be unhappy.
9 December 2025
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Their words
There’s a consistent history of transformational technologies generating excessive enthusiasm and investment, resulting in more infrastructure than is needed and asset prices that prove to have been too high. The excesses accelerate the adoption of the technology in a way that wouldn’t occur in their absence.
16 October 2025
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korrents.com
Striking down the boring blockers one by one moves retention and activation as visibly as any new feature does.Their words
we literally at some point had a team that would that was called blockers and they just went and one by one struck them down and each time we saw uh improvement in retention, improvement in activation the metrics for as we addressed each one you could literally see the change in the graph.
5 October 2025
From one piece Finding hidden growth opportunities in your product | Albert Cheng (Duolingo, Grammarly, Chess.com) 2 beliefs, in the piece's order there
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Their words
When you lose a game now as opposed to surfacing your blunders and your like horrible stuff that you did, we flip it on its head. And so we show you your brilliant moves, your best moves. And we have coach say something encouraging. You know, losing just part of learning like keep it up, that type of thing. That change alone was pretty dramatic for us. It grew game reviews by 25%, subscriptions by 20%
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Their words
You know, interestingly, LM themselves are quite bad at playing chess. Like, they hallucinate moves. They look at patterns, right? They're they're very good at pattern recognition, but not so good at going super super super deep on a specific chess thing.
18 September 2025
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Their words
The average European and UK voter, once he or she moves on from immigration, will notice how Europe and the UK have made energy unaffordable, stopped its growth-exactly as degrowthers wish-and deindustrialized, on the altar of climate policies that do nothing to improve the climate.
3 September 2025
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Likedrcmnd.app
The Night SlayerTheir words
George would write an epic YA coming-of-age fantasy series that moves faster than the Percy Jackson books
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.
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.
3 February 2025
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Their words
Code and data is hard, but ideas is easy. Silicon Valley operates on the way that top employees get bought out by other companies for a pay raise, and a large reason why these companies do this is to bring ideas with them.
19 January 2025
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Their words
One email will never do anything. If you're going to go into email, please think about it as a series, about communication, about how it interacts with product communication.
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
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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.
1 September 2024
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Likedrcmnd.app
2040Their words
Having said all that: I confess I enjoyed "2040." The plot is tightly constructed, the dialogue crackles (certainly for a CS professor writing a first novel), the satire at least provokes chuckles, and at just 215 pages, the action moves.
23 January 2024
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Their words
Though companies are relocating production to India and Vietnam, China is going to remain the world’s largest manufacturer for many more years to come.
12 December 2023
1 September 2023
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Their words
I think to the younger generation, I say, don't think of your career. A career is something that is imposed upon you. Think of your calling. That's something that's innately and directionally moves you, and it's something that transcends a career.
27 April 2023
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