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Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.

Deep Dive

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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

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Sep 8, 2026

How Two Companies Built a $71+ Billion Drug Class

Deep Dive

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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

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Aug 6, 2026

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...

By Chamath Palihapitiya

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Jul 31, 2026

Deep Dive

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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

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Jul 22, 2026

Deep Dive

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Deep Dive: Curing Age At the Cellular Level

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

By Chamath Palihapitiya

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Jun 26, 2026

Trending

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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

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Jun 11, 2026

Deep Dive

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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

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Jun 5, 2026

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

Deep Dive

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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

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Mar 26, 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...

By Chamath Palihapitiya

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Feb 26, 2026

Deep Dive

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Deep Dive on Neuralink: Controlling Computers With Your Mind

Neuralink is pursuing one of the most difficult frontiers in technology. The implications include reversing neurological disabilities, modulating circuits involved in...

By Chamath Palihapitiya

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Feb 13, 2026

Why Is Solar Attracting $500B Every Year

Deep Dive

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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?

By Chamath Palihapitiya

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Feb 4, 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...

By Chamath Palihapitiya

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Jan 29, 2026

Deep Dive

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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

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Dec 3, 2025

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

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

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

Deep Dive

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Deep Dive: Defense 2.0 - Protecting America

How much does the U.S. spend on defense? How does the defense industry work? What will the future of defense look like tomorrow?

By Chamath Palihapitiya

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Jul 2, 2024