World Affairs

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 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: 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

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: 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

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...

By Chamath Palihapitiya

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: China’s Global Strategy and Power Balance

What role does China play in the global economy and what role does it want to play? Does Beijing see the U.S.-led world order as something to join, bend, or break?

By Chamath Palihapitiya

Nov 7, 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: China's History, Culture, and Politics

Many people talk about a “race” between the U.S. and China. In investigating China from that paradigm, we have to understand its strengths in relation to the United States...

By Chamath Palihapitiya

Sep 3, 2025

Deep Dive

Short Dive: The Trump Administration's Fiscal Strategy

What are the structural problems that the Trump administration is focused on solving? What is this administration’s vision for America? What are the implications for entrepreneurs and investors?

By Chamath Palihapitiya

Mar 24, 2025

Deep Dive

Deep Dive: Understanding Federal Agencies

How do federal agencies work in practice? How have federal agencies contributed to government expansion, and what reforms could streamline their operations in the future?

By Chamath Palihapitiya

Oct 30, 2024

Deep Dive

Deep Dive: Is India the Next Economic Giant?

Where is India’s economy today and where might it be tomorrow? From demographics to geopolitics, what are the key factors that will shape India’s economic future?

By Chamath Palihapitiya

Oct 1, 2024

Deep Dive

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

Aug 9, 2024

Deep Dive

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

Jul 2, 2024