Chamath Palihapitiya

Chamath Palihapitiya

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God is in the details.

Show the Incentive, See the Outcome.
SocialDec 22, 2025

Show the Incentive, See the Outcome.

“Show me the incentive and I’ll show you the outcome…” https://t.co/QJAbUuo9bc

By Chamath Palihapitiya
White House Pushes Unified National AI Regulation, Blocks States
SocialDec 13, 2025

White House Pushes Unified National AI Regulation, Blocks States

What I read this week... 1) On 12/11, The White House issued a new Executive Order declaring that the United States must adopt a single national AI regulatory standard rather than a mosaic of state-level rules. The EO does not define...

By Chamath Palihapitiya
Kalshi Secures $1 B Funding, Valuation Hits $11 B
SocialDec 6, 2025

Kalshi Secures $1 B Funding, Valuation Hits $11 B

What I read this week... 1) Kalshi Raises $1B at $11B Valuation Kalshi has closed a stunning $1 billion Series E funding round at an $11 billion valuation, more than doubling its worth in under two months. The round, led by crypto-focused...

By Chamath Palihapitiya
Gemini AI Solves Complex Business Problem Effortlessly
SocialNov 26, 2025

Gemini AI Solves Complex Business Problem Effortlessly

i just used geminiii on what i felt was a complicated business problem and it blew me away with its answer

By Chamath Palihapitiya
Forge Slowly, Thrive as AI Automates Speed
SocialNov 24, 2025

Forge Slowly, Thrive as AI Automates Speed

“Move Fast and Break Things” vs “Move Slow and Forge Things” “Move fast and break things” was a something we invented at Facebook to get a bunch of entitled Ivy League kids to grind for us. It worked. Then, all of...

By Chamath Palihapitiya
AI‑Powered Azure Fuels Predictable Microsoft Growth
SocialNov 20, 2025

AI‑Powered Azure Fuels Predictable Microsoft Growth

Azure drives a meaningful share of Microsoft’s revenue growth. The company reports the specific impact of AI on Azure’s expansion each quarter, and the contribution has grown steadily over the past year. This gives a concrete view into how AI...

By Chamath Palihapitiya
Microsoft’s Platform Play: Azure Powers the AI Era
SocialNov 20, 2025

Microsoft’s Platform Play: Azure Powers the AI Era

Deep Dive: A Primer on Mag7 (Part 7 - Microsoft) Microsoft has spent fifty years building platforms that sit underneath the modern economy. BASIC made early computers usable. MS DOS and Windows standardized personal computing. Office became the core productivity layer for...

By Chamath Palihapitiya
US Needs Indian‑Advantaged Oxide Refining to Counter China
SocialNov 11, 2025

US Needs Indian‑Advantaged Oxide Refining to Counter China

Think of rare earths as a three step process. Step 1: mining and extraction Step 2: refine into oxides Step 3: manufacture value added products (like magnets) Steps 1 and 3 are being done in the US now. Step 2 is our Achilles...

By Chamath Palihapitiya
Domestic Battery Supply Chain Essential for National Security
SocialNov 5, 2025

Domestic Battery Supply Chain Essential for National Security

Why are batteries a national security issue? It is THE energy source for critical applications today and, even more importantly, tomorrow: Cars Data Center Batteries (ESS) Military and defense drones Robots If we are to be a resilient nation that is in control of our...

By Chamath Palihapitiya
OpenAI Turns For‑Profit, Microsoft Takes 27% Stake
SocialNov 1, 2025

OpenAI Turns For‑Profit, Microsoft Takes 27% Stake

What I Read This Week... 1) OpenAI’s Corporate Evolution After months of speculation, the company has formalized its transition into OpenAI Group PBC, a for-profit public benefit corporation currently valued at $500 billion, controlled by the original nonprofit foundation. The shift ends its...

By Chamath Palihapitiya
Incumbents Erode OpenAI Share; Coding Tools Decline
SocialOct 19, 2025

Incumbents Erode OpenAI Share; Coding Tools Decline

Here are two very important charts about the current AI boom. Chart 1: Distribution Matters Open AI is still the clear leader but, interestingly, they are loosing percentage share as the market grows. This is normal for a category leader but...

By Chamath Palihapitiya