What I read this week...

All-In E133: bit.ly/alline133

A Reckoning Arrives for Creator Economy Startups (The Information)
Calpers ups VC allocation after 'lost decade' (Pitchbook)
U.S. to Allow South Korean, Taiwan Chip Makers to Keep Operations in China (WSJ)
How the US is pushing China out of the internet’s plumbing (FT)
OpenAI CEO Calls for Collaboration With China to Counter AI Risks (WSJ)
US-made wind and solar components are now cheaper than imports (Elektrek)
Toyota’s Newly Revealed EV Plans Include 900-Mile Batteries (InsideEVs)
Removing Carbon From the Air Enters Its Awkward Teen Years (Bloomberg)
A New Kind of Clean Energy Utility Is Born in Massachusetts (Heatmap News)
Aging Japan wants foreign workers, but will they come? (Nikkei)
Goldman Sachs Is at War With Itself (WSJ)
How Progressives Abandoned Progress For Process (Jeremiah Johnson)
New research indicates visceral fat has a profoundly negative effect on cognitive abilities (PsyPost)

Keep Reading

Deep Dive

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

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

By Chamath Palihapitiya

Oct 9, 2026

Deep Dive

What AI spend does to headcount

What 6 datasets say about AI and jobs.

By Chamath Palihapitiya

Oct 2, 2026

Deep Dive

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

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

By Chamath Palihapitiya

Sep 25, 2026

Deep Dive

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.

By Chamath Palihapitiya

Sep 18, 2026

Deep Dive

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...

By Chamath Palihapitiya

Sep 8, 2026

Deep Dive

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...

By Chamath Palihapitiya

Aug 28, 2026