Deep Dives - Chamath Palihapitiya

I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.

Neoclouds: The Landlords of the AI Boom Sep 8 Recently, two little-known cloud companies reportedly received $80 billion in compute contracts from Anthropic. AI’s appetite for specialized chips, power, and speed created an opening for a new kind of cloud. Learn with me below... Deep Dive: Will California Go Broke? Aug 28 California is the 5th largest economy in the world, but 43% of its own residents say the budget is a "big problem." So let’s take a closer look at the budget... Deep Dive: Trading AI Compute Aug 14 AI capex hit $765B in 2026, passing oil and gas for the first time.…

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