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Chamath Palihapitiya

I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.

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Anthropic’s $6B Push to Lower AI Costs

A summary of the interesting content that I consumed this past week…

Deep Dive: The Next Trillion-Dollar Futures Market

AI capex hit $765B in 2026, passing oil and gas for the first time. The resource powering AI is getting its first futures contract. Here is what has to be true for it to work…

A Bitcoin Miner Switches to AI for a $4.7 Billion Lease

A summary of the interesting content that I consumed this past week…

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...

The Leverage Inside Korea’s Memory Trade

A summary of the interesting content that I consumed this past week…

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…

Google’s biggest quarter ever

A summary of the interesting content that I consumed this past week…

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...

Two questions every CEO should ask about AI

A summary of the interesting content that I consumed this past week…

A quick question

I want to further make our research and weekly publications even more useful to you. As a member of our community, could you take just 2 minutes to complete this survey...