AI

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: The Next Trillion-Dollar Futures Market

AI capex hit $765B in 2026, passing oil and gas for the first time. The resource powering AI is getting its first futures contract. Here is what has to be true for it to work...

By Chamath Palihapitiya

Aug 14, 2026

Deep Dive

Deep Dive: What Happens When Cars Drive Themselves

Autonomous driving reached commercial scale in 2025. The robotaxi market alone is valued at over $11 trillion. But the bigger story is what happens to the industries built around human drivers...

By Chamath Palihapitiya

Jul 31, 2026

Trending

Deep Dive: SpaceX

SpaceX lowered the cost of reaching orbit by 20x, then used that advantage to build Starlink. The next question is whether the same route can unlock something even larger: broadband, AI compute, & ...

By Chamath Palihapitiya

Jun 11, 2026

Trending

Deep Dive: A Primer On The Agentic AI Economy

AI now generates 75% of Google’s new code. Daily Claude Code commits on GitHub surpassed 134,000 in early 2026. What makes this structural rather than a passing phase? These are the...

By Chamath Palihapitiya

May 12, 2026

Trending

Deep Dive: Where Value Accrues in the AI Stack

How should we think about AI in 2026? The stack we drew has six layers, from the bottom up: infrastructure, chips, data, models, execution, and application. Each layer has its own fulcrum...

By Chamath Palihapitiya

May 1, 2026

Deep Dive

Deep Dive: The Frontier of Physical AI with Humanoid Robotics

Viral videos of humanoids dances and backflips have sparked interest in the sector. Despite early excitement, the question remains: when is it reasonable to expect...

By Chamath Palihapitiya

Feb 26, 2026

Deep Dive

Deep Dive: Is AI Disrupting the Future of Work?

Experts agree AI will transform the $18.6 trillion labor market... but they disagree on how. The disagreement in how AI will affect the future of work exists because people are looking at...

By Chamath Palihapitiya

Jan 14, 2026

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

A Conversation with One of My 8090 Co-Founders

I talked to Sina Sojoodi (X/LinkedIn), one of my co-founders at 8090, after we published our Deep Dive on AI last week.

By Chamath Palihapitiya

Feb 8, 2025

Deep Dive

Deep Dive: The Current State of AI

How are language models evolving under competitive pressure? What lessons have we learned from the first wave of AI products? How do we identify the billion-dollar opportunities and killer apps in AI?

By Chamath Palihapitiya

Jan 30, 2025

Deep Dive

Deep Dive: Moore's Law and Next Steps for Silicon

What is Moore’s Law and why has it broken down? What are the different types of semiconductors? Why are companies moving towards custom-designed silicon?

By Chamath Palihapitiya

Apr 30, 2024