Chamath Palihapitiya
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2025 Annual Letter
2025 was, in some ways, a historic year for Social Capital. Numerically, we did well. Our portfolio took an important inflection upwards when NVIDIA…
Apr 22
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Amazon’s $11B Acquisition in the Race to Space
A summary of the interesting content that I consumed this past week…
Apr 19
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Deep Dive: Why Are Billions Going Into Critical Minerals?
We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical minerals that we…
Apr 15
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Intel joins Tesla and SpaceXAI on $25B Orbittal AI Bet
A summary of the interesting content that I consumed this past week…
Apr 12
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$18B in pharma deals and AI 40% trade growth
A summary of the interesting content that I consumed this past week…
Apr 5
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Deep Dive: Why Housing Costs Keep Rising
To understand why affordability looks the way it does today, you have to understand how housing became a financial instrument in the first place. And…
Apr 3
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Shield AI Air Force Deal, Google's TurboQuant, and Meta's Brain-Predictive AI
A summary of the interesting content that I consumed this past week…
Mar 29
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The 60-year-old code behind $5 trillion in healthcare
The U.S. spends $5.3T a year on healthcare, yet patient medical records are often fragmented across more than 10 disconnected systems. Its core…
Mar 26
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Chamath Palihapitiya
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