Chamath Palihapitiya

What I Read This Week...

JPMorgan Chase announced a sweeping plan to deploy $1.5T toward what it calls “security and resiliency”, Google's AI Biology Breakthrough, and more.

Oct 18 • 

Chamath Palihapitiya

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8

Deep Dive: A Primer on Mag7 - Amazon

In 2016, when Amazon was a $300B company, I called it a multi-trillion-dollar monopoly hiding in plain sight. I’ve been studying Amazon for nearly two…

Oct 15 • 

Chamath Palihapitiya

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3

WIRTW: China's minerals, AI financing, Nobel winners, robotics...

China tightens control over minerals and money, AI financing carries us GDP growth, the 2025 Nobel prizes, and more.

Oct 11 • 

Chamath Palihapitiya

66

5

What I read this week...

Meta Vibes and Sora 2, Government Shutdown, UK's digital ID, stablecoin duopoly, and more.

Oct 4 • 

Chamath Palihapitiya

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2

Deep Dive: How China Built Its Industrial Power

How did a country once known for cheap toys leapfrog into EVs, solar, and AI? How far will China’s newfound assets allow it to scale before its debt and…

Oct 2 • 

Chamath Palihapitiya

97

September 2025

What I Read This Week...

OpenAI + NVIDIA and the $100B commitment, $100,000 H-1B Fee, a first breakthrough in Huntington’s Disease, and more.

Sep 27 • 

Chamath Palihapitiya

86

5

What I Read This Week…

Oracle entered their largest deals in its history with OpenAI and TikTok, Figure Exceeds $1B in Series C, and more.

Sep 20 • 

Chamath Palihapitiya

109

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Deep Dive: China's History, Culture, and Politics

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

135

1

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

97

10

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

108

9

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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