AI and compute | Learn With Me

Deep Dive

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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...

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Jul 31, 2026

Deep Dive: A Primer On The Agentic AI Economy

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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...

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May 12, 2026

Deep Dive: Where Value Accrues in the AI Stack

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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...

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May 1, 2026

Deep Dive

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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...

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Feb 26, 2026

Quantum Computing: Next Frontier or Overhyped

Deep Dive

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Quantum Computing: Next Frontier or Overhyped

The perception of quantum computing has oscillated between two extremes: it is either treated as distant science fiction or marketed as an all-purpose supercomputer posing an imminent threat to...

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Jan 29, 2026

Deep Dive

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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...

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Jan 14, 2026

Deep Dive

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A Primer on Microsoft

Microsoft has spent fifty years building platforms that sit underneath the modern economy. BASIC made early computers usable. MS DOS and Windows standardized personal computing. Office and Azure be...

By Chamath Palihapitiya

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Nov 19, 2025

Deep Dive

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Deep Dive: A Primer on Mag7 - Amazon

In 2016, when Amazon was a $300B company, I called it a multi-trillion-dollar monopoly hiding in plain sight.

By Chamath Palihapitiya

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Oct 15, 2025

Deep Dive

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Deep Dive: A Primer on Mag7 (Part 4)

What drives the Mag7's revenues and bottom lines? How do they allocate capital, and are they positioned for continued outsized returns? How should we understand them in relation to the market overall?

By Chamath Palihapitiya

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Jun 19, 2025

Deep Dive

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Deep Dive: A Primer on Mag7 (Part 3)

What drives the Mag7's revenues and bottom lines? How do they allocate capital, and are they positioned for continued outsized returns? How should we understand them in relation to the market overall?

By Chamath Palihapitiya

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Jun 8, 2025

Deep Dive

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Deep Dive: A Primer on Mag7 (Part 2)

What drives the Mag7's revenues and bottom lines? How do they allocate capital, and are they positioned for continued outsized returns? How should we understand them in relation to the market overall?

By Chamath Palihapitiya

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May 22, 2025

Deep Dive

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Deep Dive: A Primer on Mag7 (Part 1)

What drives the Mag7's revenues and bottom lines? How do they allocate capital, and are they positioned for continued outsized returns? How should we understand them in relation to the market overall?

By Chamath Palihapitiya

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May 8, 2025

Quick Essays

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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

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Mar 6, 2025

Deep Dive

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Deep Dive: The Media Landscape - Sense-Making 2.0

How do we navigate an ever-evolving media landscape? How have algorithmic systems disrupted the traditional media ecosystem? Who are the new sense-makers and is there a new creator playbook forming?

By Chamath Palihapitiya

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Mar 5, 2025

A Conversation with One of My 8090 Co-Founders

Quick Essays

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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

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Feb 8, 2025

Deep Dive

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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

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Jan 30, 2025

Deep Dive

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Deep Dive: Creator Economy - The Next Phase of Media

How do consumers make decisions today? How are influencers reinventing demand generation? What legacy businesses are being disrupted? Why is Elon the world’s first mega influencer?

By Chamath Palihapitiya

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Jun 4, 2024

Deep Dive

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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

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Apr 30, 2024

The Future of AI Compute: A Conversation With Jonathan Ross

Quick Essays

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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

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Feb 5, 2024

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

Quick Essays

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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

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Jan 30, 2024

Deep Dive

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Deep Dive: Artificial Intelligence

What is artificial intelligence? How do the different models work? What is generative AI? How close are we to AGI?

By Chamath Palihapitiya

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Jan 23, 2024

Quick Essays

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Quick Essay: A Short History of OpenAI

Understanding the corporate structure that led to Sam Altman's removal

By Chamath Palihapitiya

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Nov 19, 2023

The Case for Big Action to Regulate Artificial Intelligence

Quick Essays

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The Case for Big Action to Regulate Artificial Intelligence

Federal oversight is necessary—not just to keep people safe, but also to scale technology in a sustainable way.

By Chamath Palihapitiya

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May 9, 2023