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Chamath Palihapitiya

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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

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

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

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

•

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

Technology

+1

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

Technology

+2

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

AI

+1

Training Physical AI on Video Game Clips

Jun 28, 2026

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3 min read

Training Physical AI on Video Game Clips

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

Midjourney 60s MRI Alternative Scanner

Jun 21, 2026

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3 min read

Midjourney 60s MRI Alternative Scanner

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

Ramp’s $44B bet on metered intelligence as corporate spend

Jun 14, 2026

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3 min read

Ramp’s $44B bet on metered intelligence as corporate spend

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

Counterfeit Bug in Zcash found via Opus 4.8

Jun 7, 2026

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3 min read

Counterfeit Bug in Zcash found via Opus 4.8

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

Chamath Palihapitiya
Chamath Palihapitiya

AI

+1

Anthropic Raises $65B at $965B, Passing OpenAI

May 31, 2026

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3 min read

Anthropic Raises $65B at $965B, Passing OpenAI

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+1

Retatrutide hits 28% weight loss in Phase 3

May 24, 2026

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3 min read

Retatrutide hits 28% weight loss in Phase 3

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

Cerebras IPO debuts at $95B valuation

May 17, 2026

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3 min read

Cerebras IPO debuts at $95B valuation

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

SpaceX and Anthropic 300MW Compute Partnership

May 9, 2026

•

3 min read

SpaceX and Anthropic 300MW Compute Partnership

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

Chamath Palihapitiya
Chamath Palihapitiya

What I Read This Week

Beijing Blocks U.S. Capital From China's AI Startups

May 3, 2026

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3 min read

Beijing Blocks U.S. Capital From China's AI Startups

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

SpaceX’s $60B Cursor Option

Apr 26, 2026

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3 min read

SpaceX’s $60B Cursor Option

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

Chamath Palihapitiya
Chamath Palihapitiya

Money and markets

2025 Annual Letter

Apr 22, 2026

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24 min read

2025 Annual Letter

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...

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+1

Amazon’s $11B Acquisition in the Race to Space

Apr 19, 2026

•

1 min read

Amazon’s $11B Acquisition in the Race to Space

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

Intel joins Tesla and SpaceXAI on $25B Orbittal AI Bet

Apr 12, 2026

•

2 min read

Intel joins Tesla and SpaceXAI on $25B Orbittal AI Bet

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

$18B in pharma deals and AI 40% trade growth

Apr 5, 2026

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3 min read

$18B in pharma deals and AI 40% trade growth

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

Shield AI Air Force Deal, Google's TurboQuant, and Meta's Brain-Predictive AI

Mar 29, 2026

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3 min read

Shield AI Air Force Deal, Google's TurboQuant, and Meta's Brain-Predictive AI

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

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

NVIDIA and the $1T AI Buildout for the Agent Era

Mar 22, 2026

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3 min read

NVIDIA and the $1T AI Buildout for the Agent Era

Their new combined architecture can deliver up to 35x higher inference throughput per megawatt and up to 10x more...

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+1

Mastercard brings 85+ firms into crypto payments push

Mar 14, 2026

•

3 min read

Mastercard brings 85+ firms into crypto payments push

The program helps shift digital assets from experimental side rails into...

Chamath Palihapitiya
Chamath Palihapitiya

Technology

+2

Meta’s Multi-Billion, Multi-Year Nvidia Partnership

Feb 22, 2026

•

2 min read

Meta’s Multi-Billion, Multi-Year Nvidia Partnership

This represents the first large-scale NVIDIA Grace-only deployment, when hyperscalers typically source general-purpose CPUs from...

Chamath Palihapitiya
Chamath Palihapitiya
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Chamath Palihapitiya

Chamath Palihapitiya

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