Aug 6, 2026
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3 min read
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...
Jul 31, 2026
2 min read
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...
Jul 22, 2026
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...
Jul 12, 2026
A summary of the interesting content that I consumed this past week...
Jul 9, 2026
Privacy tokens were delisted from exchanges 73 times in 2025, yet they became crypto's best-performing sector. Here's why.
Jul 5, 2026
Jul 2, 2026
1 min read
Four metals spiked at once, for four completely different reasons. Here's what each one is signaling.
Jun 28, 2026
Jun 26, 2026
The billionaire bet to reprogram aging itself, and the science behind it.
Jun 21, 2026
Jun 18, 2026
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...
Jun 14, 2026
Jun 11, 2026
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, & ...
Jun 7, 2026
Jun 5, 2026
Cancer, heart disease, dementia, and type 2 diabetes are funded, researched, and treated as separate problems. However, they share one underlying driver...
May 31, 2026
May 24, 2026
May 17, 2026
May 12, 2026
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...
May 9, 2026
May 1, 2026
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...
Apr 26, 2026
Apr 22, 2026
24 min read
2025 was, in some ways, a historic year for Social Capital. Numerically, we did well. Our portfolio took an important inflection upwards when NVIDIA licensed Groq for $20B. However it felt...
Apr 19, 2026
Apr 15, 2026
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...
