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Chamath Palihapitiya

chamath.substack.com

Chamath Palihapitiya is a business site on chamath.substack.com, in English, funded by its readers through Substack; no supporter count is published.

Essays and deep dives on technology, markets and business by investor Chamath Palihapitiya on Substack.

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Latest posts

From the site's feed, read 2026-10-27.

Pages

77 pages indexed; the pages that lead the site by its internal links:

Deep Dive: Where Value Accrues in the AI Stack
https://chamath.substack.com/p/the-ai-stack
A Bitcoin Miner Switches to AI for a $4.7 Billion Lease
https://chamath.substack.com/p/a-bitcoin-miner-switches-to-ai-for
Google’s biggest quarter ever
https://chamath.substack.com/p/distillation-is-a-red-herring
A Chinese Chipmaker Raised $911M
https://chamath.substack.com/p/uber-waymo-and-tesla-race-for-robotaxis
Two questions every CEO should ask about AI
https://chamath.substack.com/p/two-questions-every-ceo-should-ask
Bitcoin’s Best Week Since 2024
https://chamath.substack.com/p/bitcoins-best-week-since-2024
Microsoft Cuts 4,800 Jobs and Sells Four Studios
https://chamath.substack.com/p/wirtw-071226
The Leverage Inside Korea’s Memory Trade
https://chamath.substack.com/p/the-leverage-inside-koreas-memory
Anthropic’s $6B Push to Lower AI Costs
https://chamath.substack.com/p/nvidia-and-wall-street-build-a-500b
Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.
https://chamath.substack.com/p/neoclouds
How Two Companies Built a $71+ Billion Drug Class
https://chamath.substack.com/p/glp1
Deep Dive: The Next Trillion-Dollar Futures Market
https://chamath.substack.com/p/compute-financialization

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