What I read this week...

All-In E148: bit.ly/alline148

TikTok’s Owner Generated Nearly $7 Billion in Cash From Operations in First Quarter (The Information)
California’s Math Misadventure Is About to Go National (The Atlantic)
PG&E’s $6 Billion Plan to Prevent Wildfires Is in Peril (WSJ)
New Breakthrough in Energy Storage – MIT Engineers Create Supercapacitor out of Ancient Materials (SciTechDaily)
The Harvard Professor and the Bloggers (NYT)
Why Americans Are Losing Faith in College (The Ringer)
The cheesecake factor: Why these restaurants can reveal a mall's financial success (Axios)
MrBeast is putting his snack brand’s logo on NBA jerseys (The Verge)
Taylor Swift helped boost NFL ratings, but her power extends far beyond the league (Yahoo)
AlphaFold touted as next big thing for drug discovery — but is it? (Nature)
FTC sues PE-backed anesthesia provider for monopolistic roll-ups, price setting (FierceHealthcare)
Private Equity’s Slow Carnage Unleashes a Wave of Zombies (Bloomberg)

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