Chamath Palihapitiya
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$1,000 Head Start For America's Youth
Kalshi has closed a stunning $1 billion Series E funding round at an $11 billion valuation, more than doubling its worth in under two months...
Dec 6
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Chamath Palihapitiya
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Deep Dive: The Electric Grid - America’s Biggest Bottleneck of the Decade
From 1900 to 2000, new grid power capacity increased 10x every 30 years. In the last 25 years, it has only grown 1.3x. The U.S. electric grid is rated…
Dec 3
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Chamath Palihapitiya
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November 2025
WIRTW: AI Manhattan Project
A summary of the content that I consumed in the previous week…
Nov 30
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Chamath Palihapitiya
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WIRTW: Gemini 3 Pro Tops Benchmarks, JPN Bond Spikes, and Ramp's $32B Valuation
Google's most intelligent model release to date, Japan long-dated bond yield surges, Ramp raises $300M, and more.
Nov 22
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Chamath Palihapitiya
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A Primer on Microsoft
Microsoft has spent fifty years building platforms that sit underneath the modern economy. BASIC made early computers usable. MS DOS and Windows…
Nov 19
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Chamath Palihapitiya
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WIRTW: Record Government Shutdown Ends
The U.S. federal government reopens, Blue Origin lands booster, Valve launches new hardware, and more.
Nov 15
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Chamath Palihapitiya
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WIRTW: Elon's $1T Package, Prediction Markets on Google, And More
Elon Musk’s $1 Trillion Pay Package, Prediction Markets as Search Infrastructure, Mamdani Wins NYC Mayoral Race, and more.
Nov 8
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Chamath Palihapitiya
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Deep Dive: China’s Global Strategy and Power Balance
What role does China play in the global economy and what role does it want to play? Does Beijing see the U.S.-led world order as something to join…
Nov 7
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Chamath Palihapitiya
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WIRTW: OpenAI becomes For-Profit, Earnings Snapshot, and Fed Pivots
Earnings snapshot, OpenAI recapitalizes, Fed pivot, Elon on All-In, and what caught my eye on X.
Nov 1
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Chamath Palihapitiya
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October 2025
What I Read This Week...
Meta’s AI reorganization efforts (600 roles cut), data centers in space, Google's quantum algorithm breakthrough, Tesla's future, and more
Oct 25
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Chamath Palihapitiya
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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
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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
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Chamath Palihapitiya
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