Chamath Palihapitiya
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Deep Dive: China Part 1
Many people talk about a “race” between the U.S. and China. In investigating China from that paradigm, we have to understand its strengths in relation…
Sep 3
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Chamath Palihapitiya
114
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What I Read This Week…
CPI holds steady while PPI sees large monthly increase, Europe continues to lose IPO listings to the U.S., researchers develop an AI model that can…
Aug 17
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Chamath Palihapitiya
93
17
What I Read This Week…
President Trump expands executive authority over federal staff, OpenAI reveals gold medal IMO results from upcoming model, Ethereum sees record ETF…
Jul 20
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Chamath Palihapitiya
97
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What I Read This Week…
$3T+ in federal debt is set to mature soon, China’s “AI Tigers” are gaining traction by open-sourcing top models with government support, and seven…
Jun 29
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Chamath Palihapitiya
108
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What I Read This Week…
President Trump announces a phased ceasefire between Israel and Iran, Amazon plans to expand to same-day delivery to rural communities, and NEJM…
Jun 24
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Chamath Palihapitiya
88
2
Deep Dive: A Primer on Mag7 (Part 4)
What drives the Mag7's revenues and bottom lines? How do they allocate capital, and are they positioned for continued outsized returns? How should we…
Jun 20
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Chamath Palihapitiya
51
5
What I Read This Week…
Circle IPOs and raises over $1 billion, Apple researchers indicate that reasoning models are still only pattern-matching, and a novel method to purify…
Jun 9
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Chamath Palihapitiya
84
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Deep Dive: A Primer on Mag7 (Part 3)
What drives the Mag7's revenues and bottom lines? How do they allocate capital, and are they positioned for continued outsized returns? How should we…
Jun 8
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Chamath Palihapitiya
32
8
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Chamath Palihapitiya
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