Chamath Palihapitiya
I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 261 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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chamath.substack.comLatest Issues
The Leverage Inside Korea’s Memory Trade
Caught My Eye…
- The Leverage Inside Korea’s Memory Trade
South Korea’s KOSPI, its benchmark stock market index, has triggered consecutive circuit-breaker sessions this week. At the low, the index had erased almost 40% of its value fr...
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…
The average American worker spends ~225 hours...
Google’s biggest quarter ever
Continuing our weekly questions this week…
How to think about the distillation and banning open source debate?
Distillation means running someone else’s model at scale: you fire up someone else’s model, ask it questions, watch the answers...
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...
In 2026, cybersecurity stocks have outperformed t...
Two questions every CEO should ask about AI
As intelligence becomes abundant, knowing what questions to ask will matter more than ever.
This week, I want to share two: one I have discussed recently, and another that prompted some interesting responses from others (my What I Read Thi...
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CEO @SocialCapital, Bestie @theallinpod
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