What I Read This Week...
Meta’s AI reorganization efforts (600 roles cut), data centers in space, Google's quantum algorithm breakthrough, Tesla's future, and more| Chamath Palihapitiya
Meta’s AI reorganization efforts (600 roles cut), data centers in space, Google's quantum algorithm breakthrough, Tesla's future, and more| Chamath Palihapitiya
JPMorgan Chase announced a sweeping plan to deploy $1.5T toward what it calls “security and resiliency”, Google's AI Biology Breakthrough, and more.| Chamath Palihapitiya
In 2016, when Amazon was a $300B company, I called it a multi-trillion-dollar monopoly hiding in plain sight. I’ve been studying Amazon for nearly two decades, so my team took my original thesis and created a primer on Amazon with fresh data and analysis.| Chamath Palihapitiya
China tightens control over minerals and money, AI financing carries us GDP growth, the 2025 Nobel prizes, and more.| chamath.substack.com
Meta Vibes and Sora 2, Government Shutdown, UK's digital ID, stablecoin duopoly, and more.| Chamath Palihapitiya
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.| Chamath Palihapitiya
OpenAI + NVIDIA and the $100B commitment, $100,000 H-1B Fee, a first breakthrough in Huntington’s Disease, and more.| chamath.substack.com
Oracle entered their largest deals in its history with OpenAI and TikTok, Figure Exceeds $1B in Series C, and more.| chamath.substack.com
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...| chamath.substack.com
CPI holds steady while PPI sees large monthly increase, Europe continues to lose IPO listings to the U.S., researchers develop an AI model that can detect inner monologue with 74% accuracy, and more.| chamath.substack.com
President Trump expands executive authority over federal staff, OpenAI reveals gold medal IMO results from upcoming model, Ethereum sees record ETF inflow, and cancer may be detectable 3 years earlier| chamath.substack.com
$3T+ in federal debt is set to mature soon, China’s “AI Tigers” are gaining traction by open-sourcing top models with government support, and seven people are now using Neuralink's Telepathy device| Chamath Palihapitiya
President Trump announces a phased ceasefire between Israel and Iran, Amazon plans to expand to same-day delivery to rural communities, and NEJM publishes data on Eli Lilly’s oral GLP-1 candidate| Chamath Palihapitiya
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?| chamath.substack.com
Circle IPOs and raises over $1 billion, Apple researchers indicate that reasoning models are still only pattern-matching, and a novel method to purify titanium could turn it into a low-cost material| Chamath Palihapitiya
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?| Chamath Palihapitiya
2024 was the year we transitioned from a hard landing to a period where a new wave of momentum began to build...| chamath.substack.com
The House passes the Big Beautiful Bill, Chinese EV battery maker CATL raises $5 billion to fund overseas expansion, and VCs are testing a new investment model that modernizes mature companies with AI| Chamath Palihapitiya
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?| Chamath Palihapitiya
Moody’s downgrades U.S. credit rating, Google introduces AI agents that discover novel algorithms, OpenAI launches AI coding agents, and UnitedHealth Group navigates several headwinds| chamath.substack.com
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?| chamath.substack.com
Deep dive into the Global Energy Transition and Inflation Reduction Act...| chamath.substack.com
Understanding the corporate structure that led to Sam Altman's removal| chamath.substack.com
