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Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+2

Deep Dive: Is the AI Buildout Creating a Private Credit Bubble?
LockSimple

Oct 9, 2026

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3 min read

Deep Dive: Is the AI Buildout Creating a Private Credit Bubble?

How private credit works, how it grew, and what the AI buildout changes.

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

DeepSeek Challenges Nvidia’s Software Lead in China

Oct 4, 2026

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5 min read

DeepSeek Challenges Nvidia’s Software Lead in China

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+1

What AI spend does to headcount
LockSimple

Oct 2, 2026

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3 min read

What AI spend does to headcount

What 6 datasets say about AI and jobs.

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

The Business of Personal AI Agents

Sep 27, 2026

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4 min read

The Business of Personal AI Agents

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+1

Deep Dive: Why AI is booming, but productivity isn't
LockSimple

Sep 25, 2026

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3 min read

Deep Dive: Why AI is booming, but productivity isn't

We can see AI ROI everywhere except the productivity numbers. Why?

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

A Step Toward AI That Improves Itself

Sep 20, 2026

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4 min read

A Step Toward AI That Improves Itself

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+1

Deep Dive: The Open vs. Closed AI Race
LockSimple

Sep 18, 2026

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2 min read

Deep Dive: The Open vs. Closed AI Race

We examine how open and closed model makers compete, the strategies behind each approach, and where the profits accrue.

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+2

Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.
LockSimple

Sep 8, 2026

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3 min read

Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.

AI’s appetite for specialized chips, power, and speed created an opening for a new kind of cloud. Learn with me below...

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

A Chinese Chipmaker Raised $911M

Sep 6, 2026

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4 min read

A Chinese Chipmaker Raised $911M

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

Anthropic’s $30 Trillion Moonshot

Aug 30, 2026

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3 min read

Anthropic’s $30 Trillion Moonshot

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+1

Deep Dive: Will California Go Broke?
LockSimple

Aug 28, 2026

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2 min read

Deep Dive: Will California Go Broke?

California is the 5th largest economy in the world, but 43% of its own residents say the budget is a "big problem." So let’s take a closer look at the budget...

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

Bitcoin’s Best Week Since 2024

Aug 23, 2026

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4 min read

Bitcoin’s Best Week Since 2024

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

Anthropic’s $6B Push to Lower AI Costs

Aug 16, 2026

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3 min read

Anthropic’s $6B Push to Lower AI Costs

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+2

Deep Dive: The Next Trillion-Dollar Futures Market
LockSimple

Aug 14, 2026

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3 min read

Deep Dive: The Next Trillion-Dollar Futures Market

AI capex hit $765B in 2026, passing oil and gas for the first time. The resource powering AI is getting its first futures contract. Here is what has to be true for it to work...

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

A Bitcoin Miner Switches to AI for a $4.7 Billion Lease

Aug 9, 2026

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5 min read

A Bitcoin Miner Switches to AI for a $4.7 Billion Lease

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+1

How Two Companies Built a $71+ Billion Drug Class
LockSimple

Aug 6, 2026

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3 min read

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 dive on the biology, the economics, and where...

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

The Leverage Inside Korea’s Memory Trade

Aug 2, 2026

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3 min read

The Leverage Inside Korea’s Memory Trade

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+2

Deep Dive: What Happens When Cars Drive Themselves
LockSimple

Jul 31, 2026

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2 min read

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 the industries built around human drivers...

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

Google’s biggest quarter ever

Jul 26, 2026

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4 min read

Google’s biggest quarter ever

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+1

Deep Dive: How Cyberwarfare Works
LockSimple

Jul 22, 2026

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2 min read

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 when AI can run most of an attack at...

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

Two questions every CEO should ask about AI

Jul 19, 2026

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4 min read

Two questions every CEO should ask about AI

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya
A quick question
LockSimple

Jul 14, 2026

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1 min read

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 complete this survey...

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

Microsoft Cuts 4,800 Jobs and Sells Four Studios

Jul 12, 2026

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3 min read

Microsoft Cuts 4,800 Jobs and Sells Four Studios

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya

Deep Dive

+1

The New Private Asset
LockSimple

Jul 9, 2026

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3 min read

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.

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

Meta Moves to Sell Its Excess AI Compute

Jul 5, 2026

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3 min read

Meta Moves to Sell Its Excess AI Compute

A summary of the interesting content that I consumed this past week...

Chamath Palihapitiya
Chamath Palihapitiya
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Chamath Palihapitiya

Chamath Palihapitiya

I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.

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