What I read this week...

All-In E145: bit.ly/alline145

I Left Out the Full Truth to Get My Climate Change Paper Published (TFP)
What It's Like To Have ADHD (Yashar Ali)
Amazon's $43B ad business, explained (Trung Phan)
Why We Founded SaaSGrid (David Sacks)
Exclusive survey: Experts favor new U.S. agency to govern AI (Axios)
Exclusive: A Leading Chinese Nickel Producer Tries Its Luck in the U.S. (The Information)
Disney’s wildest ride: Iger, Chapek and the making of an epic succession mess (CNBC)
Growing majority of Americans think McConnell ‘severely’ limited in doing his job (The Hill)
Dave Clark Resigns as Flexport CEO (WSJ)
Arm’s IPO Pitch to Wall Street: Don’t Worry, Growth Is Coming (The Information)
Chinese Gate-Crashers at U.S. Bases Spark Espionage Concerns (WSJ)
How Tiger Global, one of the biggest backers of startups over the past decade, fell to earth (Fortune)
Shake-Up at Sequoia as Five Partners Exit (The Information)
Minnesota kids start school year with universal free meals (Axios)
American Family Life Should Not Be This Volatile (The Atlantic)
In Praise of Heroic Masculinity (The Atlantic)
San Francisco's millionaire anti-pickleball crusader has her own private court (SFGate)

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