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

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

How Two Companies Built a $71+ Billion Drug Class

In 2025, two drugs earned more than double the combined revenue of OpenAI and Anthropic and reached under 2% of the people who qualify. This is a deep dive on the biology, the economics, and where...

By Chamath Palihapitiya

Aug 6, 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

Deep Dive

Deep Dive: How Cyberwarfare Works

Cyberwarfare lets a small number of operators threaten systems that took decades and billions to build. The next question is how that balance changes when AI can run most of an attack at...

By Chamath Palihapitiya

Jul 22, 2026

Deep Dive

The New Private Asset

Privacy tokens were delisted from exchanges 73 times in 2025, yet they became crypto's best-performing sector. Here's why.

By Chamath Palihapitiya

Jul 9, 2026

Deep Dive

Why Gold, Silver, Platinum, and Palladium All Spiked at Once

Four metals spiked at once, for four completely different reasons. Here's what each one is signaling.

By Chamath Palihapitiya

Jul 2, 2026

Deep Dive

Deep Dive: Curing Age At the Cellular Level

The billionaire bet to reprogram aging itself, and the science behind it.

By Chamath Palihapitiya

Jun 26, 2026

Deep Dive

Deep Dive: The Federal Reserve Explained

For two decades, investors built portfolios around a Fed that telegraphed its next move. Kevin Warsh has a different vision. Here is how the Fed works and what Warsh wants to change...

By Chamath Palihapitiya

Jun 18, 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

Deep Dive

Deep Dive: How Close Are We to Living Longer?

Cancer, heart disease, dementia, and type 2 diabetes are funded, researched, and treated as separate problems. However, they share one underlying driver...

By Chamath Palihapitiya

Jun 5, 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

Trending

Deep Dive: Why Are Billions Going Into Critical Minerals?

We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical minerals that we need...

By Chamath Palihapitiya

Apr 15, 2026

Deep Dive

Deep Dive: Why Housing Costs Keep Rising

To understand why affordability looks the way it does today, you have to understand how housing became a financial instrument in the first place. And the questions only get more difficult from here...

By Chamath Palihapitiya

Apr 3, 2026

Deep Dive

The 60-year-old code behind $5 trillion in healthcare

The U.S. spends $5.3T a year on healthcare, yet patient medical records are often fragmented across more than 10 disconnected systems. Its core architecture has...

By Chamath Palihapitiya

Mar 26, 2026

Deep Dive

Deep Dive: Prediction Markets

Prediction markets have grown to over $6 billion in weekly trading volume: more than 100x in just over 24 months. But with that growth comes a new set of questions...

By Chamath Palihapitiya

Mar 19, 2026

Deep Dive

Deep Dive: 5 Forces Causing The Population Collapse

In my 2021 Social Capital Annual Letter, I warned that a demographic time bomb was already ticking. Since then, the U.S. total fertility rate has fallen another 4% to a record low of...

By Chamath Palihapitiya

Mar 12, 2026

Deep Dive

Deep Dive: How Equity Tokenization Is Breaking TradFi Barriers

Since the start of 2025, the market capitalization of equity tokens has risen nearly 3.5x. But with this new level of access comes a new kind of complexity...

By Chamath Palihapitiya

Mar 5, 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