Chamath Palihapitiya
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A Bitcoin Miner Switches to AI for a $4.7 Billion Lease
A summary of the interesting content that I consumed this past week…
8 hrs ago
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Chamath Palihapitiya
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How Two Companies Built a $71+ Billion Drug Class
In 2025, two drugs earned more than double the combined revenue of OpenAI and Anthropic and reached under 2% of the people who qualify. This is a deep…
Aug 6
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The Leverage Inside Korea’s Memory Trade
A summary of the interesting content that I consumed this past week…
Aug 2
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Chamath Palihapitiya
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July 2026
Deep Dive: What Happens When Cars Drive Themselves
Autonomous driving reached commercial scale in 2025. The robotaxi market alone is valued at over $11 trillion. But the bigger story is what happens to…
Jul 31
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Google’s biggest quarter ever
A summary of the interesting content that I consumed this past week…
Jul 26
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Chamath Palihapitiya
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Deep Dive: How Cyberwarfare Works
Cyberwarfare lets a small number of operators threaten systems that took decades and billions to build. The next question is how that balance changes…
Jul 22
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Two questions every CEO should ask about AI
A summary of the interesting content that I consumed this past week…
Jul 19
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Chamath Palihapitiya
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A quick question
I want to further make our research and weekly publications even more useful to you. As a member of our community, could you take just 2 minutes to…
Jul 14
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Chamath Palihapitiya
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Microsoft Cuts 4,800 Jobs and Sells Four Studios
A summary of the interesting content that I consumed this past week…
Jul 12
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Chamath Palihapitiya
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The New Private Asset
Privacy tokens were delisted from exchanges 73 times in 2025, yet they became crypto's best-performing sector. Here's why.
Jul 9
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Meta Moves to Sell Its Excess AI Compute
A summary of the interesting content that I consumed this past week…
Jul 5
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Chamath Palihapitiya
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Why Gold, Silver, Platinum, and Palladium All Spiked at Once
Four metals spiked at once, for four completely different reasons. Here's what each one is signaling.
Jul 2
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