Chamath Palihapitiya
I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 240 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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chamath.substack.comLatest Issues
Deep Dive: The Agentic AI Economy
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...
On a Friday evening in November 2025, Peter Steinberge...
SpaceX and Anthropic 300MW Compute Partnership
What I Read This Week: a summary of the content that I consumed this past week…
Caught My Eye…
- SpaceX Partners with Anthropic
On May 6, Anthropic signed a multi-year deal with SpaceX to rent the entire compute capacity of Colossus...
Beijing Blocks U.S. Capital From China's AI Startups
What I Read This Week: a summary of the content that I consumed this past week…
Caught My Eye…
- Meta Reserves 1 GW of Space Solar From Overview Energy
On April 27, Meta agreed to reserve up to 1 GW of capacity from Overview Energy,...
Deep Dive: Where Value Accrues in the AI Stack
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...
How should we think about AI in 2026?
SpaceX’s $60B Cursor Option
What I Read This Week: a summary of the content that I consumed this past week…
Caught My Eye…
- SpaceX’s $60B Cursor Option
SpaceX said on April 21 that it secured an option to acquire Cursor, the AI coding startup, for $60B later t...
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