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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...

By Chamath Palihapitiya

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May 12, 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

Deep Dive

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Deep Dive: A Primer on Stablecoins

What are the use cases for stablecoins, and how have they achieved product-market fit? What are the implications for U.S. markets? How will U.S. regulatory clarity impact the stablecoin ecosystem?

By Chamath Palihapitiya

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Apr 28, 2025

Deep Dive

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Deep Dive: A Primer on Cryptocurrencies

What are cryptocurrencies and how do they work? What are some notable cryptocurrencies in the ecosystem today? Which aspects of the crypto ecosystem create value?

By Chamath Palihapitiya

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Dec 5, 2024

Deep Dive

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Deep Dive: A Primer on Drug Development

How do drugs interact with biological processes in the body? How does drug development work? Why have companies developing novel drugs seen poor returns over the past decade?

By Chamath Palihapitiya

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Aug 9, 2024