HeyJaredChamath Palihapitiya
I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 11, 2026
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- Earliest in this view
- Aug 9, 2026
Latest issues
We’ve moved. (opens the original)
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Learn With Me now publishes at research.socialcapital.comFour years ago, I started publishing What I Read This Week as a way to share the articles and papers that caught my attention, along with a few thoughts on why I found them interesting. It quickly became a habit, and many of you started reading along with me.As that grew, I began sharing more of the research my team and I were doing to understand important companies, industries, technologies, and changes happening around us.Those became ou
Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From. (opens the original)
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Recently, two little-known cloud companies reportedly received $80 billion in compute contracts from Anthropic: a six-year, $45 billion agreement with Nscale and a $35 billion agreement with Lambda.Frontier AI labs are reaching beyond Amazon, Microsoft, and Google to secure the compute they need. This class of company barely existed 3 years ago, but is now forecast to approach $400B in revenue by 2031.They are called neoclouds and have become a growing share of the compute that frontier labs run
A Chinese Chipmaker Raised $911M (opens the original)
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Caught My Eye…1) Nvidia Buys the Home of Shared AI Models For $12.93BOn September 3, Nvidia announced that it had agreed to buy Hugging Face for $12.93 billion. Hugging Face is an online library where developers publish and download AI models. They crossed $100M+ ARR in mid-2026 through three product tiers layered on top of its free hub:<sp
I turn 50 today... (opens the original)
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I turn 50 today. This is a message to my kids but I offer it to you in case any of it rings useful…I was born in Sri Lanka in 1976 in a country that, at the time, was about to enter a decades long civil war. My father was able to get stationed at the Sri Lankan High Commission in Canada for four years in the early 80s - when some of the fighting was most severe - and which from our vantage point in Canada gave us some respite from an otherwise omnipresent conflict. He came as a diplomat but then
Anthropic’s $30 Trillion Moonshot (opens the original)
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Before we get to the What I Read This Week below… join me, the besties, an incredible group of speakers, and thousands of founders, investors, and executives at this year’s All-In Summit!You’ll get access to the most important ideas, conversations, and people you wouldn’t encounter anywhere else, including your future potential investors, customers, and partners. See you there!Get tickets here ➡️ All-In Summit 2026
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