AI

Technology

Meta Moves to Sell Its Excess AI Compute

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

Jul 5, 2026

Training Physical AI on Video Game Clips

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

Jun 28, 2026

Technology

Midjourney 60s MRI Alternative Scanner

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

Jun 21, 2026

Technology

Ramp’s $44B bet on metered intelligence as corporate spend

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

Jun 14, 2026

Technology

Counterfeit Bug in Zcash found via Opus 4.8

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

Jun 7, 2026

Anthropic Raises $65B at $965B, Passing OpenAI

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

May 31, 2026

Technology

Cerebras IPO debuts at $95B valuation

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

May 17, 2026

Technology

SpaceX and Anthropic 300MW Compute Partnership

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

May 9, 2026

Technology

SpaceX’s $60B Cursor Option

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

Apr 26, 2026

Technology

Intel joins Tesla and SpaceXAI on $25B Orbittal AI Bet

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

Apr 12, 2026

Technology

$18B in pharma deals and AI 40% trade growth

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

Apr 5, 2026

Technology

Shield AI Air Force Deal, Google's TurboQuant, and Meta's Brain-Predictive AI

A summary of the interesting content that I consumed this past week...

By Chamath Palihapitiya

Mar 29, 2026

Technology

NVIDIA and the $1T AI Buildout for the Agent Era

Their new combined architecture can deliver up to 35x higher inference throughput per megawatt and up to 10x more...

By Chamath Palihapitiya

Mar 22, 2026

Technology

Meta’s Multi-Billion, Multi-Year Nvidia Partnership

This represents the first large-scale NVIDIA Grace-only deployment, when hyperscalers typically source general-purpose CPUs from...

By Chamath Palihapitiya

Feb 22, 2026

Technology

Giving AI Agents Purchasing Power

While previous AI models could advise or summarize data, they often hit a wall when a task required a financial transaction. These new wallets...

By Chamath Palihapitiya

Feb 14, 2026

Technology

SpaceX-xAI Merger: The $1.25T Company

The core logic of the merger focuses on Orbital Data Centers. Musk argues that AI is...

By Chamath Palihapitiya

Feb 7, 2026

Technology

Tesla Launches Unsupervised Robotaxis and FSD Rerates Insurance

Tesla launches unsupervised Robotaxi, NYSE announces tokenized platform, JGB bond yield break new highs, and more...

By Chamath Palihapitiya

Jan 24, 2026

WIRTW: Deepseek Breakthrough

Deepseek's latest paper paper focuses on improving how information moves inside large...

By Chamath Palihapitiya

Jan 3, 2026

Regulation

WIRTW: AI Manhattan Project

A summary of the content that I consumed in the previous week...

By Chamath Palihapitiya

Nov 30, 2025

Technology

WIRTW: Gemini 3 Pro Tops Benchmarks, JPN Bond Spikes, and Ramp's $32B Valuation

Google's most intelligent model release to date, Japan long-dated bond yield surges, Ramp raises $300M, and more.

By Chamath Palihapitiya

Nov 22, 2025

Technology

WIRTW: OpenAI becomes For-Profit, Earnings Snapshot, and Fed Pivots

Earnings snapshot, OpenAI recapitalizes, Fed pivot, Elon on All-In, and what caught my eye on X.

By Chamath Palihapitiya

Nov 1, 2025

Technology

WIRTW: China's minerals, AI financing, Nobel winners, robotics...

China tightens control over minerals and money, AI financing carries us GDP growth, the 2025 Nobel prizes, and more.

By Chamath Palihapitiya

Oct 11, 2025

Quick Essays

Inside the AI Chip Race with Groq

How is Groq positioning itself in response to NVIDIA's dominance? What companies are running profitable AI inference workloads today? How are geopolitics shaping the AI compute infrastructure?

By Chamath Palihapitiya

Mar 6, 2025

Quick Essays

The Future of AI Compute: A Conversation With Jonathan Ross

How to build great AI hardware, large language models, and implications for the key players in AI

By Chamath Palihapitiya

Feb 5, 2024

Quick Essays

Quick Essay: Large Language Models, How to Train Them, and xAI’s Grok

How do LLMs work? How are they trained? How will new entrants like xAI compete?

By Chamath Palihapitiya

Jan 30, 2024