Chamath Palihapitiya

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…
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Chamath Palihapitiya
8
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…
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Chamath Palihapitiya
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…
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Chamath Palihapitiya
4
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…
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Chamath Palihapitiya
13
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…
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Chamath Palihapitiya
8
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...
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Chamath Palihapitiya
8

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…
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Chamath Palihapitiya
5
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…
 • 
Chamath Palihapitiya
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…
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Chamath Palihapitiya
8
What I Read This Week…
OpenAI and Microsoft re-negotiate partnership to support potential OpenAI IPO, Klarna reverts strategy of replacing customer service staff with AI…
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Chamath Palihapitiya
7
Deep Dive: A Primer on Mag7 (Part 1)
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…
 • 
Chamath Palihapitiya
4
© 2025 Chamath Palihapitiya
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