Chamath Palihapitiya Newsletter

4 days 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...

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

The M7 businesses are the undisputed winners of the internet era, with a combined market capitalization of over $12T, accounting for around 35% of the S&P 500 and driving over 50% of the S&P 500’s gains from 2023–2024. However, this year, all seven of these companies have started to mean revert and are currently down around 10-20% so far this year.

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

Watch All-In Episode 226Watch All-In Interview with Secretary of Agriculture Brooke RollinsRead our Deep Dive: A Primer on StablecoinsRead our Deep Dive: A Primer on CryptocurrenciesCaught My Eye…Berkshire Hathaway has been a net seller of stocks for ten consecutive quarters, trimming or exiting positions, including Apple, Bank of America, and Chevron, while fully exiting holdings like HP and Paramount Global.

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

Last year, Visa announced the launch of the Visa Tokenized Asset Platform, a new infrastructure designed to help banks issue and manage stablecoins and tokenized deposits. This week, Stripe began testing a stablecoin pilot, aiming to help companies outside the U.S., and E.U. access U.S. dollars more easily through stablecoin payments. And just today, Mastercard announced new features that allow consumers to spend stablecoins and enable merchants throughout the world to receive them.

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

Watch All-In Episode 225Read our Short Dive: The Trump Administration’s Fiscal StrategyRead our Interview with Jason about the Evolution of MediaCaught My Eye…Crypto acquisitions and public listings in the U.S. reached $8.2 billion across 88 transactions in the first four months of 2025, already tripling the total value of all 2024 crypto deal-making.