Chamath Palihapitiya
@chamath

Social Capital 8090 God is in the details.

 In the Arena
Based in United States
research.socialcapital.com
Joined April 2007
868 Photos and videos
Article

Why AI is booming, but productivity isn't

In June, I wrote that vibe coding was dead and that ROI-driven analysis of AI was about to go from a nice-to-have to a necessity. Here's what AI ROI is and why it's tricky to see in GDP numbers so

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Deep Dive: The Open vs. Closed AI Race

Open-weight models have come within roughly four months of the best publicly evaluated closed frontier models, and the gap between them has only gotten more volatile. That is turning the open vs.

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Deep Dive: CA Financial Audit

California has a $4.3T economy, more than almost every country in the world. But the state’s finances depend heavily on a small number of people and a volatile source of income. In 2023, just

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AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be true for it to work…
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Deep Dive: The Next Trillion-Dollar Futures Market

“I actually believe a new asset class will be buying futures of compute. We just don’t have enough compute power right now.” - Larry Fink, CEO of BlackRock Recent news moved that prediction closer to

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How Two Companies Built a $71+ Billion Drug Class

In 2025, two drugs earned $71 billion between them, more than double the combined revenue of OpenAI and Anthropic that year. The drugs are semaglutide, which Novo Nordisk sells as Ozempic and Wegovy,

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Deep Dive: What Happens When Cars Drive Themselves

The average American worker spends ~225 hours per year, nearly six full working weeks, commuting. These drivers are physically occupied and cognitively constrained. Autonomous driving can give back

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Deep dive: the only tokens that are up in this crypto winter

Over the past year, while every category of crypto token lost value, privacy tokens climbed 127.3%, becoming the best-performing sector in crypto. To understand why privacy coins are surging, we need

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What Is a Software Factory?

Earlier this year, our team at 8090 took apart the billing engine of a large entity. It was 18 million lines of COBOL and Assembly that had been accumulating since before some of our engineers were

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A Primer on Gold, Silver, and Platinum Group Metals

For the first time since 1996, the world’s central banks hold more gold than U.S. Treasuries as a share of their reserves. The institutions managing entire countries’ savings now hold more of a metal

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The Great Descent

Fifteen years ago, Marc Andreessen wrote a contrarian take at the time that software was eating the world. He was profoundly right. The essay has aged into something very rare: a prediction that came

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Deep Dive: Curing Aging At the Cellular Level

The top technology entrepreneurs of our generation are investing billions into reversing aging. Each is betting that the best way to reverse aging is with cellular reprogramming: the process of

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Deep Dive: The Federal Reserve Explained

Newly confirmed Fed Chair Kevin Warsh chaired his first FOMC meeting this week. In his first decision as Chair, Warsh held the benchmark rate at 3.5–3.75% in a unanimous vote, but the Fed’s own

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