Chamath Palihapitiya Newsletter

4 days 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 week 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...

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

In 2005, I was introduced to Zuck through Sean Parker, who I had known from my days working at Winamp. At the time, I was running AIM and ICQ at AOL. After meeting Zuck, I remember telling Jim Bankoff and John McKinley at AOL that we should try to buy Facebook. When that didn’t get traction, I proposed a partnership deal where we would integrate AIM into Facebook profiles. Long story short, neither of those deals panned out. Two years later, in 2007, I joined Facebook.

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

Watch All-In Episode 228Watch All-In Interview with Sundar PichaiRead our Deep Dive: A Primer on the Magnificent 7 (Part 1 - Nvidia and Tesla)Read our Deep Dive: A Primer on StablecoinsRead our Deep Dive: A Primer on CryptocurrenciesCaught My Eye…This week, Moody's Investors Service downgraded the U.S. government's long-term credit rating from Aaa to Aa1, following similar downgrades by Fitch in 2023 and S&P in 2011.

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

Watch All-In Episode 227 Watch All-In Interview with Secretary of the Interior Doug Burgum Read our Deep Dive: A Primer on the Magnificent 7 (Part 1 - Nvidia and Tesla) Read our Deep Dive: A Primer on Stablecoins Read our Deep Dive: A Primer on Cryptocurrencies Caught My Eye… OpenAI and Microsoft are re-negotiating their partnership to support OpenAI’s shift to a public benefit corporation and its eventual IPO, while preserving Microsoft’s long-term access to OpenAI’s models and technology...