Chamath Palihapitiya Newsletter

1 week ago | chamath.substack.com | Chamath Palihapitiya

In 2011, I had just left Facebook under the assumption that I would start Social Capital and never work for anybody ever again. Then a recruiter reached out to me about a job at Apple, which I wasn’t interested in until they said it would report to Steve Jobs. Once I heard that, I realized that not only did I want to work for Steve, but whatever job he wanted me to do, I would have done it just for the opportunity to work with him.

2 weeks ago | chamath.substack.com | Chamath Palihapitiya

Watch All-In Interviews with Mayor Francis Suarezand Jared IsaacmanRead our Deep Dive: A Primer on the Magnificent 7 (Part 3 - Google)Read our Deep Dive: A Primer on StablecoinsRead our Deep Dive: A Primer on CryptocurrenciesCome join the Besties and Me at the All-In Summit in SeptemberCaught My Eye…Circle went public this week in one of the most successful IPOs in recent memory, with shares 25× oversubscribed and the company raising $1 billion, more than double expectations.

2 weeks ago | chamath.substack.com | Chamath Palihapitiya

Two weeks ago, the Besties and I talked about Google’s launch of AI Mode. On that pod, I said that AI Mode will become the default search experience for most users within 12 months, and that Google was likely running A/B tests to evaluate the trade-off between how urgently they are willing to cannibalize their kingpin business (Google Search) in order to reduce the risk that OpenAI becomes the new front door to the internet.

3 weeks ago | chamath.substack.com | Chamath Palihapitiya

To the friends and supporters of Social Capital:This is the seventh of our annual letters in which I share our observations, reflections, and lessons learned over the past year, including how the technological, economic, and political trends of the year have influenced my thinking and investment portfolio. Since I started Social Capital fourteen years ago, our work has spanned several paradigms of technology.

1 month ago | chamath.substack.com | Chamath Palihapitiya

Watch All-In Episode 229 Watch All-In Interviews with Sergey Brin,Antonio Gracias,and Senator Ron Johnson Read our Deep Dive: A Primer on the Magnificent 7 (Part 1 - Nvidia and Tesla) Read our Deep Dive: A Primer on the Magnificent 7 (Part 2 - Meta) Read our Deep Dive: A Primer on Stablecoins Read our Deep Dive: A Primer on Cryptocurrencies Caught My Eye… This week, the House passed H.R.1, the "One Big Beautiful Bill Act," a sweeping reconciliation bill that includes major tax cuts, new...