What I read this week...

All-In E150: bit.ly/alline150

Jigar Shah on the Pathway to Clean, Cheap, and Abundant Energy (Bloomberg)
Biden announces $3.5B for projects nationwide to strengthen electric grid, bolster resilience (AP)
ACT test scores fall to lowest levels in 32 years (Axios)
Amazon Has Doubled The Size Of Its Rivian EDV Fleet To 10,000 Units (InsideEVs)
Bezos-backed freight firm Convoy shuts down after slashing hundreds of jobs. Read the CEO’s memo to employees (CNBC)
How MrBeast Broke the Economy (Kyla Scanlon)
LLMs for Dummies (Digital Native)
VC Firm Greycroft Cuts Five Investors After Missing Fundraising Target (The Information)
US accuses China’s Air Force of ‘risky’ behaviour in skies above Pacific (Al Jazeera)
The Kamala Harris Problem (The Atlantic)
How the Activist Left Turned On Israel (TIME)
Pete Davidson on SNL
Eric Adams’ speech on Israel
Will Manidis on America’s healthcare crisis

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