Chamath Palihapitiya

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 • 

Chamath Palihapitiya

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August 2025

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 • 

Chamath Palihapitiya

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July 2025

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 • 

Chamath Palihapitiya

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June 2025

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 • 

Chamath Palihapitiya

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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 • 

Chamath Palihapitiya

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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 • 

Chamath Palihapitiya

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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 • 

Chamath Palihapitiya

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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 • 

Chamath Palihapitiya

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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 • 

Chamath Palihapitiya

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May 2025

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 • 

Chamath Palihapitiya

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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 • 

Chamath Palihapitiya

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3

What I Read This Week…

Moody’s downgrades U.S. credit rating, Google introduces AI agents that discover novel algorithms, OpenAI launches AI coding agents, and UnitedHealth…

May 18 • 

Chamath Palihapitiya

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