Chamath Palihapitiya
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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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What I Read This Week…
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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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What I Read This Week…
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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
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Deep Dive: A Primer on Mag7 (Part 4)
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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
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What I Read This Week…
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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
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Deep Dive: A Primer on Mag7 (Part 3)
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2024 Annual Letter
2024 was the year we transitioned from a hard landing to a period where a new wave of momentum began to build...
Jun 4
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Chamath Palihapitiya
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2024 Annual Letter
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What I Read This Week…
The House passes the Big Beautiful Bill, Chinese EV battery maker CATL raises $5 billion to fund overseas expansion, and VCs are testing a new…
May 26
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Chamath Palihapitiya
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What I Read This Week…
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Deep Dive: A Primer on Mag7 (Part 2)
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…
May 23
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Chamath Palihapitiya
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Chamath Palihapitiya
Deep Dive: A Primer on Mag7 (Part 2)
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Chamath Palihapitiya
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