Aug 9, 2026
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5 min read
A summary of the interesting content that I consumed this past week...
Aug 6, 2026
3 min read
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 dive on the biology, the economics, and where...
Aug 2, 2026
Jul 31, 2026
2 min read
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 the industries built around human drivers...
Jul 26, 2026
4 min read
Jul 22, 2026
Cyberwarfare lets a small number of operators threaten systems that took decades and billions to build. The next question is how that balance changes when AI can run most of an attack at...
Apr 22, 2026
24 min read
2025 was, in some ways, a historic year for Social Capital. Numerically, we did well. Our portfolio took an important inflection upwards when NVIDIA licensed Groq for $20B. However it felt...
Jun 18, 2026
For two decades, investors built portfolios around a Fed that telegraphed its next move. Kevin Warsh has a different vision. Here is how the Fed works and what Warsh wants to change...
Jun 26, 2026
The billionaire bet to reprogram aging itself, and the science behind it.
Jul 5, 2026
Jun 28, 2026
Jun 14, 2026
Jun 21, 2026
May 31, 2026
May 17, 2026
