Chamath Palihapitiya
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NVIDIA and the $1T AI Buildout for the Agent Era
Their new combined architecture can deliver up to 35x higher inference throughput per megawatt and up to 10x more...
Mar 22
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Chamath Palihapitiya
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Deep Dive: Prediction Markets
Prediction markets have grown to over $6 billion in weekly trading volume: more than 100x in just over 24 months. But with that growth comes a new set…
Mar 19
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Mastercard brings 85+ firms into crypto payments push
AMI Labs raises $1.03B, Netflix acquires Ben Affleck's AI filmmaking tool, Mastercard pushes for crypto payments, and more.
Mar 14
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Deep Dive: 5 Forces Causing The Population Collapse
In my 2021 Social Capital Annual Letter, I warned that a demographic time bomb was already ticking. Since then, the U.S. total fertility rate has fallen…
Mar 12
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Deep Dive: How Equity Tokenization Is Breaking TradFi Barriers
Since the start of 2025, the market capitalization of equity tokens has risen nearly 3.5x. But with this new level of access comes a new kind of…
Mar 5
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Deep Dive: The Frontier of Physical AI with Humanoid Robotics
Viral videos of humanoids dances and backflips have sparked interest in the sector. Despite early excitement, the question remains: when is it…
Feb 26
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Meta’s Multi-Billion, Multi-Year Nvidia Partnership
This represents the first large-scale NVIDIA Grace-only deployment, when hyperscalers typically source general-purpose CPUs from...
Feb 22
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It took me 30 years to learn what I’ll tell you in 13 mins
30 years of business advice in 13 minutes...
Feb 20
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Chamath Palihapitiya
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