Energy and industry

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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...

Apr 15, 2026

Deep Dive

Why Is Solar Attracting $500B Every Year

In 2025, the energy landscape hit a historic inflection point. Solar now attracts ~$500B in investments each year, more capital than all other electricity sources combined. What happened?

Feb 4, 2026

Deep Dive

Who Controls the American Food Supply?

It was fascinating to research about a $5T economy that functions largely out of sight while affecting everyone in America. Food continues to reach consumers, but several constraints are...

Jan 21, 2026

Deep Dive

Deep Dive: The Electric Grid - America’s Biggest Bottleneck of the Decade

From 1900 to 2000, new grid power capacity increased 10x every 30 years. In the last 25 years, it has only grown 1.3x. The U.S. electric grid is rated by engineers at a D+ and now stands as our...

By Chamath Palihapitiya

Dec 3, 2025

Deep Dive

Deep Dive: How China Built Its Industrial Power

How did a country once known for cheap toys leapfrog into EVs, solar, and AI? How far will China’s newfound assets allow it to scale before its debt and demographics start to weigh it down? Read on.

By Chamath Palihapitiya

Oct 2, 2025

Deep Dive

Deep Dive: The Global Energy Transition

Deep dive into the Global Energy Transition and Inflation Reduction Act...

By Chamath Palihapitiya

Dec 4, 2023