What I read this week...

All-In E134: bit.ly/alline134

Exclusive: Tiger Global opens full portfolio to individual bids in search of liquidity (Pitchbook)
Venture Capital’s AI-Run Lettuce Farms Start to Go Bust (Bloomberg)
The Future of War Is Here (The Ringer)
‘We can de-risk but not decouple’ from China, says Raytheon chief (FT)
Intel spends $33 billion in Germany in landmark expansion (Reuters)
Why it's so hard to fix the information ecosystem (Noah Smith)
The Great Awokening of Higher Ed Has Ended—But Is It Too Late? (Liberal Patriot)
What RFK Jr. Gets Right—and What He Gets Wrong (The Free Press)
Anti-Neoliberalism as if the Poor Mattered (Project Syndicate)
Akili releases EndeavorOTC for adults with ADHD symptoms (VentureBeat)
Venture Fundraising in Healthcare Rises as Investment in Startups Slows (WSJ)
Opinion: Your Brain Has Tricked You Into Thinking Everything Is Worse (NYT)
The Long, Sad Story of the Stealing of the Oakland A’s (The Ringer)
Global sperm counts are falling. This scientist believes she knows why (FT)
TIME 100: Mapping Air Pollution (TIME)
Interactive: Data Explorer: Electric car sales, stocks, and charging points (Hannah Ritchie)

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