Chamath Palihapitiya
CEO at Social Capital
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What I Read This Week...- Nvidia beat all expectations whilereporting record profits and revenuesin its most recent earnings release.- Of the $39 billion allocated for chip manufacturing on U.S. soil by the CHIPS Act, $3.5 billionis earmarked for chipmaker Intel to create a ‘secure enclave’ facility that would exclusively produce chips for the U.S. military. - Sustained GDP growth and robust equity markets seem to suggest that the economy appears strong, butconsumer confidence remains low. What is going on?More below...https://lnkd.in/gGysy26V
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Nvidia's data center surge highlights the booming AI market across industries. Their success underscores the need for a broader US chip ecosystem beyond military-specific solutions.
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James Schauer
Maker 🕊️
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The 'economy' is not 'citizens' there's just barely a correlation, it's not hard to see how they are mismatch, in either direction by the way.
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Jake S.
40K TikTok PINOLE PROJECT is a Media Science SOCIAL CHANGE PLATFORM for Knowledge Economy @forbes @Time. Grandma Liesel - Holocaust Survivor, Einstein's Nurse | Promoting POTUS HILLARY CLINTON; I’d like to be included.
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Made a ton on the company, donating it all to Adult Entertainers, without touching them or being creepy. Trying to create classy studios.
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Abhishek Rathi
With You from Day Zero of your journey | Founder - Fundamental VC
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Good to see focus on hardware and substacks.Chamath Palihapitiya Informative reads as always.
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Robert Mitchell, CFE, MBA
Chief AI Officer at WSI / Helping Franchisors Integrate AI-Powered Solutions / AI Strategist / AI Systems Architect / Franchising AI Thought Leader / Enthusiastic Franchising Ambassador / Franchise Development Expert
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Fresh perspectives shed light on complex issues. Authentic discourse promotes understanding. Chamath Palihapitiya
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Onis Csadi
Partner at Edenite Enterprises—building a portfolio of companies. Entrepreneur and investor—asking million-dollar questions.
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Corporate growth is not being distributed back to consumers. The sad but simple reality
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Michael Spencer
A.I. Writer, researcher and curator - full-time Newsletter publication manager.
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Great to see more VCs starting Substacks.
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Archie Newell
Founder, Solana Consulting
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ANET + NVDA = best practice data center design!
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Chamath Palihapitiya
CEO at Social Capital
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Every day, we make decisions about which products and services to consume. With countless options and categories to choose from, how do we end up selecting certain products over others?More than $60T is spent annually by consumers on various products and services so this month’s deep dive focuses on the changing nature of how consumers are influenced. In a world where we often lack the time or expertise to evaluate every option, the media initially drove consumption decisions by selling advertising about which products and services were best, most valuable, or most suitable.To understand how media will drive consumption decisions in the future, we look to the past to investigate the underlying economic dynamics that have driven its evolution. Through our investigation, we uncovered four distinct phases of media.Each new phase of media disrupted the previous as content consumption habits changed and the rise of the internet led to an explosion of content and information online. TV was disrupted by the rise of streaming and the web. As social media rose, it took a growing share of time spent online. And today, some influencers on social media have begun to eclipse the size of social media sites themselves, resulting in a radical shift in how demand is being generated for products and services. This leads us to the current phase: the creator economy.While putting together this deck, I was surprised by the sheer scale of the opportunity in the creator economy. With a global GDP of $100 trillion per year, and more than 60% of this driven by household consumption, influencers are creating a seismic shift in how demand is generated for trillions of dollars of goods and services.We are already seeing evidence of this today, as influencers like MrBeast and Kim Kardashian build massive consumer goods businesses on the back of their captive audiences. But they aren’t the only ones. We end our deep dive with an analysis of Elon Musk, the world’s first Mega-Influencer, who has built several massive businesses by following the playbook we outline in the deck.You can read our full deep dive using the link below:https://lnkd.in/gCfkAmPP
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What I Read This Week...- Salesforce’s share price droppedmore than 20% after releasing its Q2 2024 earnings, despite earnings falling just 0.3% below Wall Street analysts' expectations. What's going on?- The AI revolution is already losing steam as investorsare becoming more cautious about generative AI, recognizing that the current spending doesn't match its near-term potential to drive returns. Why is this happening? - A new study by Kyoto University and the University of f*ckui has discovered thatan antibody for the gene USAG-1 can stimulate tooth growth in mice and ferrets, offering hope for adult humans with tooth loss. How does this work?More below...https://lnkd.in/g2yjMFE4
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Chamath Palihapitiya
CEO at Social Capital
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What I Read This Week:- Fake studies haveflooded the publishers of top scientific journals, leading to thousands of retractions and millions of dollars in lost revenue. - TV advertising is in secular decline as brands turn to social media sites and large online retailers to deploy advertising dollars instead of linear TV.- OpenAIcreated a team to control ‘superintelligent’ AI. Then, they let it wither, according to a person on that team. https://lnkd.in/gam8FzGm
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Chamath Palihapitiya
CEO at Social Capital
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My annual letter just dropped… 2023 edition!--Returns--Rate tightening & inflation--Generative AI--Deglobalization and reshoring--Portfolio updateLink: https://lnkd.in/gnX3dzT2
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Chamath Palihapitiya
CEO at Social Capital
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What I Read This Week...- Google’s DeepMind has released an improved version of its biology prediction tool AlphaFold. While Google’s previous model amazed the research community with its ability to predict protein structures, Google’s latest iteration can predict the structures and interactions of nearly all of life’s molecules including proteins, DNA, RNA and ligands which are essential for drug discovery. - Apple is reportedly close to finalizing a deal with OpenAI tointegrate ChatGPT into its operating system as part of the company’s upcoming iOS 18 update.The development arises as Apple looks to give Siri a major upgrade,allowing the voice assistant to chat with users instead of simply answering questions. - More than athird of 18 to 24 year-olds reported no income through wages or salary, up from ~22% in 1990.Despite a tight labor market, a whole new generation of workers are dropping out of the workforce before they even begin.More below...https://lnkd.in/gw3myjAX
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Chamath Palihapitiya
CEO at Social Capital
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Hi folks,I have recently been alerted to a lot of fake accounts and advertisem*nts on Facebook and Instagram purporting to be me.We are working closely with Meta to shut down these accounts, but this appears to be a coordinated effort. With each fake account we bring down, five new accounts show up.To be clear, there are only a few things that I am publicly associated with:The All In Podcast: https://youtube.com/@allinA free newsletter with my weekly reading list and other quick essays: https://lnkd.in/gfpfNkBNA paid research service to learn about new topics along with me: https://lnkd.in/gssvRUffAll other services and publications are not run by me. If you see accounts on Facebook or Instagram purporting to be me, please report them.Thanks.
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Chamath Palihapitiya
CEO at Social Capital
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What I Read This Week...- U.S. chip-designer and manufacturer Intel hascommitted $28Bn to build a ‘mega-fab’ in Ohio, with the aim of eventually turning this into the biggest chip factory on Earth. - The world isapproaching a low-fertility future according to a new study published by The Lancet. - U.S. employers scaled back hiring in April and the unemployment rate rose,suggesting that the labor market may be cooling after a strong start to the year.More below...https://lnkd.in/gVKgKS2E
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Chamath Palihapitiya
CEO at Social Capital
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Since the invention of the first silicon transistor in 1954, we have seen an exponential increase in the power of computers, in-line with a famous prediction called ‘Moore’s Law’.But as transistors become smaller and smaller, they are approaching the size of an atom, and we are now struggling to increase transistor count in-line with Moore’s Law. Instead, companies are turning to custom chip designs and advanced methods of packaging to continue to push performance gains at the same rate.This deep dive aims to provide a common foundation on semiconductors, covering everything from the basic physics behind how transistors work, to custom chip architectures for AI training and inference, to quantum computers which attempt to represent and solve problems in a radically different way.If you are interested, you can read our deep dive below:https://lnkd.in/gWEw-H9V
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Chamath Palihapitiya
CEO at Social Capital
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What I Read This Week...- Billions of dollars in dirty money isflying under the radar at the world’s busiest airports.- The FCC has voted to restore ‘net neutrality’ rules thatprevent broadband internet providers from favoring some websites and applications over others. - American women are giving birth at record-low rates. More below...https://lnkd.in/gd-SuVKv
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