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Chamath Palihapitiya
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Latest posts
Last updated 1 day ago
Anthropic’s $30 Trillion Moonshot
6 days ago
Before we get to the What I Read This Week below… join...
Deep Dive: Can California Afford California?
8 days ago
California has a $4.3T economy, more than almost every country in the...
Bitcoin’s Best Week Since 2024
13 days ago
Caught My Eye…1) Humanoid Company Surges 460% in Record-Breaking $50B IPOUnitree makes...
Nvidia and Wall Street Build a $500B AI Financing Platform
20 days ago
Caught My Eye…1) Nvidia and Wall Street Build a $500B AI Financing...
Deep Dive: Trading AI Compute
22 days ago
“I actually believe a new asset class will be buying futures of...
A Bitcoin Miner Switches to AI for a $4.7 Billion Lease
27 days ago
Question of the week:In August 2026, which layer of the AI stack...
The Multi-Billion-Dollar Battle to Dominate Weight Loss
30 days ago
In 2025, two drugs earned $71 billion between them, more than double...
The Leverage Inside Korea’s Memory Trade
about 1 month ago
Caught My Eye…1) The Leverage Inside Korea’s Memory TradeSouth Korea’s KOSPI, its...
Deep Dive: Autonomous Driving
about 1 month ago
The average American worker spends ~225 hours per year, nearly six full...
Distillation is a red herring
about 1 month ago
Continuing our weekly questions this week…How to think about the distillation and...
Deep Dive: How Cyberwarfare Works
about 1 month ago
In 2026, cybersecurity stocks have outperformed the S&P 500 by more than...