We make big bets on transformational ideas, technology, and people. Read our annual letters and research: chamath.substack.com

Silicon Valley
4 first-principled deep dives every month to help educate, contextualize, and analyze what's happening in the world today. Learn with us: chamath.substack.com
In 2020, I hired McKinsey to teach me about the global energy transition. I learned a lot, but it cost me more than $2M. After that experience, I decided to build my own internal research project at Social Capital called Learn With Me. Over the last two years, my @socialcapital team and I systematized our process into a product that allows anyone to learn with me continuously, for a fraction of the cost of a single McKinsey report. Each Learn With Me Deep Dive represents 300+ hours of first-principles research, expert interviews, and truth-seeking analysis of what's happening in the world today. We have 3 main goals: 1) Educate: Break down complex topics from first principles 2) Contextualize: Show why it matters now in a shifting world 3) Analysis: Help individuals, founders, investors, and policymakers make informed decisions on their own Over the last 2 years, we’ve released 30+ Deep Dive reports across five primary themes I believe are essential to understanding the world today: Technology, Energy, Life Sciences, Economic Analysis, and Socio-Political Trends. Some of our most popular Deep Dives: - Stablecoins: Early last year, I predicted that the biggest business winner in 2025 will be dollar-denominated stablecoins and shared the research behind this thesis. - Magnificent 7: They are the undisputed winners of the internet era, with over $21T in combined market cap. We took a deeper look at each company’s products, key competitive edge, and revenue pillars. - China: We created a 3-part, 450-slide report to explore the history, governance, and both the domestic and foreign policies of one of the world’s most powerful and longest-lasting civilizations. Historically, we averaged ~1 comprehensive Deep Dive per month, delivered as a slide deck. After expanding our team, we’re looking to scale our output significantly in 2026: - 4X Deep Dives per month: You'll start to see them drop weekly instead of monthly, and we aim to raise the quality bar with each release. - Explainer Videos: We’ll be experimenting with cinematic explainer videos for our Deep Dive topics, presented by me with high-quality animations to make the research more accessible and shareable. - Community: We aim to deepen our community of curious individuals who are invested in the topics we cover with our group chat that I’m involved in, and we plan to do even more next year to cultivate digital and physical connections between our members. Price: While we’re increasing output by 4-5x, we will be keeping the price at $99/m or $999/y. Essentially, we aim to curate a community of individuals who are curious and invested in the topics we cover. Those who want to learn alongside other like-minded members and me can self-select. Deep Dives we have planned for Q1 2026: Humanoid Robotics, Autonomous Investing, Tokenization of Equities, Critical Minerals and Rare Earths, Prediction Markets, American AI Stack, Batteries, Population Collapse, Longevity and Aging, AI in Healthcare, GLP-1s, Affordable Housing, Neuralink, Autonomous Driving, California Fiscal Review, Agentic AI. We will also look to our subscribers to influence what we research in our private group chat. I invite you to come and Learn With Me here: chamath.substack.com
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We’re excited to introduce IPO 2.0, an alternative path to traditional IPOs for disruptive and agile technology companies.
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Our 2022 annual letter is out, including our views on the year past and how it shapes how we see the future... chamath.substack.com/p/2022-…
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Proud to help move the needle in breast cancer with @PerimeterMed 💪💕
The beginning of a strong partnership with the @socialcapital team exchanging big #ideas and strategic plans for growth. With @chamath backing @PerimeterMed, our shared mission of improving lives through transformational #technology will accelerate. bit.ly/3r58Xuw
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We have terminated the employment of two of our employees due to employee-specific circumstances. We have no further comments at this time.
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.@chamath with @camanpour: “We need to go after cancer, diabetes, climate change — the substantive problems of the world that, if solved, will create immense wealth and opportunity, that will cascade across countries." cnn.com/videos/world/2018/01…
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Imagine a world where the cultivation & operation of critical resources were pointed towards creating an even starting line for everyone. Many players have missed this opportunity. But what if tech & companies got this right? Capitalism as a force for good @chamath @theallinpod
Smart Nonsense
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.@chamath on @Marketplace: "At the end of the day, the unit of value is the entrepreneur. And what's beautiful about these people as a class is they are increasingly open minded, increasingly diverse, increasingly open to change." marketplace.org/2017/12/19/t…
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“Our job is to get the most capable people to the starting line.” @business looks at the origins and ambitions of Capital-as-a-Service, our effort to democratize global access to capital through software-driven quant diligence: bloomberg.com/news/features/…
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The US healthcare system is sick. #HealthEquity is about everyone being able to achieve their full health potential, regardless of race, gender, age, or income. @CloverHealth is rethinking how Medicare serves (or fails to serve) their most vulnerable members.👇
Today, we published a white paper outlining how we are working to make affordable, data-driven, and high-quality #healthcare accessible to all #Medicare beneficiaries, regardless of their race, gender, or income. click.cloverhealth.com/Clove…
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Thanks to @FastCompany for capturing what we’re up to at Social Capital — from incubating startups solving hard problems to automating global investing to creating an alternative path to becoming public. Lots of hard work and exciting things ahead! fastcompany.com/40525495/soc…
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.@chamath: "Our mission is to advance humanity by solving the world's hardest problems. This isn't altruism—we believe these companies can become enduring and wildly profitable businesses, but they're consistently overlooked by most investors." theglobeandmail.com/report-o…
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Ambitious sustainability, financial, and resourcing goals need a software solution. Meet @Copperleafgroup — intelligent software managing resources and infrastructure the world relies on. We’re excited to participate in their IPO on the TSX.
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Our newest partner, @kbakes, writes about how a (failed) battle with a duplicate medical bill added new fuel to her passion for working -- and now investing -- in healthcare. Welcome to the team, Kristin! cnbc.com/2017/12/19/social-c…
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This is a captivating profile of @Saildrone's quest to build and deploy a fleet of 1000 autonomous sailing drones to continuously collect high resolution planetary data. bloomberg.com/news/features/…
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Capital-as-a-Service is our low-touch fundraising process that allows entrepreneurs anywhere in the world to apply for funding through software-driven quant diligence. If you’re currently fundraising and want access to our private beta, let us know here! socialcapital.com/caas/
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"Our goal is to deploy 1,000 Saildrones, and that would give us in real time...the pulse of the planet." money.cnn.com/2017/10/27/tec…
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Congratulations @SoFi ! It's only the beginning... #GetYourMoneyRight
It’s official! $SOFI is now listed on @Nasdaq—it’s one of our biggest financial accomplishments to date, made possible by our 2+ million members. Thanks to all of you who save, spend, earn, borrow, and invest—all with SoFi. #GetYourMoneyRight #SoFiListed
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Huge news. Another step towards financial inclusion. Big congrats to @anthonynoto and the team at @SoFi 🎉
It’s official—the @FederalReserve and the @USOCC have approved our #bankcharter! 🏦🎉 You read that right, we’re becoming a bank! In the coming weeks, we have a lot of exciting updates to continue helping more people get their money right. Read more: sofi.com/press/sofi-receives…
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“I just don’t believe in gut.” @chamath talks with @TIME about our efforts to democratize access to capital for entrepreneurs all over the world via Capital-as-a-Service: time.com/5342756/chamath-pal…
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We're thrilled to support @solana in their upcoming hackathon IGNITION! Partner Justin Saslaw is up as a judge -- now it's time to build 💪
1/We have IGNITION. Welcome to the global Solana hackathon.🚀 🏆$5 million in prizes+funding across 4 tracks: DeFi, Web3, Gaming & Art/Collectibles 🛤️Tracks presented by @Microsoft, @jumptrading, @StanChart, @FortePlatform, @metaplex Register+build now👇 solana.com/ignition
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It’s an honor to be on the #FCMostInnovative list alongside so many of our portfolio companies: @SlackHQ, @GlookoInc, @mPharmaHealth, @CommonBond, @Wealthfront & @theflutterwave. fastcompany.com/company/soci…
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Positive momentum out of @CloverHealth today with their upgraded Stars rating 🤩 Good execution on behalf of real people and their health outcomes.
1/ $CLOV - upgraded MA PPO rating of 3.5 Stars (vs prior 3.0 Stars) - Proud of the @CloverHealth team and excited to see what the future holds 💪
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We're thrilled to invest in @SFOX as the team builds the premier institutional crypto asset management platform. More than $9 billion in transaction volume to date! forbes.com/sites/jeffkauflin…
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We’re thrilled to be an investor in @CryptoMove. One of the hardest global problems for individuals & businesses alike is security. This team is helping companies protect data through moving target defense in decentralized infrastructure. Post by @adamn: medium.com/social-capital/da…
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🎙️ @chamath talks to @karaswisher about venture capital, why it's broken & how Amazon or Google could enter the fray recode.net/2017/8/28/1621231…
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Work on optimizing click-through, or help solve climate change? ¯\_(ツ)_/¯
We're hiring! Apply to our open positions in data science, engineering, and more. bit.ly/2pswhTJ
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Very cool to be named to @FastCompany's "Most Innovative Companies" list. #FCMostInnovative fastcompany.com/company/soci…
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"We want to become stage agnostic...helping entrepreneurs across the lifecycle." Welcome to the team, Tony Bates! recode.net/2017/6/19/1582845…
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Software brought production up and prices down in industries like retail, but might have the exact opposite effect in industries with a “volume problem,” like healthcare. Latest essay from @Alex_Danco in our series on Cost Disease. medium.com/social-capital/fe…
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"Facebook and Snap Inc. today are moving toward a vision of the future around creating real, shared experiences" hackernoon.com/the-hive-is-t…
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.@chamath, when asked how Social Capital will address big goals like peace & prosperity: “Honest answer? We don’t have a clue. We can get navel-gazing for days and weeks and years and decades. Or we can take a first step, as embarrassing as that may seem.” fastcompany.com/40525495/soc…
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We're excited to partner with @DylanMacalinao and the team at @Saber_HQ doing important work in DeFi.
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"I would like Social Capital to be open for business 24 hours a day, 365 days a year" - @chamath fortune.com/2017/11/15/socia…
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"Utilities aren’t permanent, but they take a long time to grow obsolete. As the world moves faster, being a utility buys you time between now and the next big shift. That’s time you can reinvest forward." Latest post from @arjunsethi: medium.com/@arjunsethi/units…
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Onwards and upwards. 🚀 #Unity22 @virgingalactic @richardbranson
1/ People misunderstand space and its implications. Since the Apollo project, focusing on space has allowed engineers and scientists to push the boundaries of the possible.
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We're thrilled to partner with @HubHaus, the marketplace for shared, long-term housing. This team has built a really special community of 400 members across 70 properties in the Bay Area and Los Angeles, with more cities coming soon. forbes.com/sites/bizcarson/2…
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If you would like to apply for funding via CaaS, you can let us know here: socialcapital.com/caas/
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We're thrilled to partner with the @useCover team as they build a truly consumer-centric insurance company. coverinsurance.com/blog/cove…
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E aí, Brasil? Temos o prazer de anunciar que nosso produto de Capital-as-a-Service já está aberto para todas as startups brasileiras! (Capital-as-a-Service is publicly available in our first market: Brazil!) medium.com/social-capital/e-…
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"There was never a shortage of compelling ideas & driven entrepreneurs. There was just an uneven distribution of resources & capital. Now that the barriers to resources have fallen, it’s time for capital to follow suit." @StanfordAsh on CaaS, one year in: medium.com/social-capital/fr…
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ICYMI: Capital-as-a-Service (CaaS) is out of private beta and we are LIVE in Brazil! 🇧🇷 We can't wait to make our software-driven fundraising process publicly available in more countries. In the meantime, entrepreneurs everywhere can join the waitlist: caas.socialcapital.com/
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“The market has been tilting in favor of entrepreneurs for many years & rightfully so." @Chamath on @BloombergTechTV bloomberg.com/news/videos/20…
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We’re thrilled to welcome Marc Mezvinksy to the Social Capital team! recode.net/2017/5/18/1566006…
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“We had never seen anything like it." @mamoonha on the early metrics that led @socialcapital to invest in @SlackHQ: recode.net/2016/04/26/slack-…
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Fresno is merging Silicon Valley's data science with Hollywood's creativity to build a next-gen content studio. variety.com/2017/digital/new…
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Through our partnership with 100 Resilient Cities, we're excited to invest in and incubate startups solving hard problems for cities, and then work with innovative mayors to thoughtfully bring these services to market. wsj.com/articles/facing-icy-…@100ResCities @RockefellerFdn
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"Insurance companies are giving those less able to afford car insurance a raw deal by bracketing poverty with irresponsibility." Great post by the @cover team on why using credit scores to determine car insurance is discriminatory: cover.com/blog/discriminator…
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Electrification is fundamental to a sustainable energy future – and impossible without a durable, resilient, and scalable battery supply chain 🔋 Excited to back Mitra Chem as they rethink battery production and build this important asset here in the U.S. wsj.com/articles/chamath-pal…
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Ownership is a key component of the creator economy. @holaplex which makes this possible in Web3. We are excited to back this all-in-one, no-code NFT platform that empowers artists, musicians, and creators to develop, sell, and share their work.
Today we announced our fundraise which will further enhance the support we can provide to you, the creator, & this awesome community. We wouldn’t be here if it wasn’t for you. As a token of our appreciation we are air dropping an NFT to all of our early adopters. Read more ⬇️⬇️
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"It’s no longer enough to connect the world.” @arjunsethi & @artzandy on the existential crisis of social networks: medium.com/@arjunsethi/the-h…
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"The hope is that the half-million drone-planted seedlings will help the scorched forest rebound more quickly than it could on its own." @DroneSeed doing work in British Columbia🌱 theverge.com/23022323/drones…
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🔗 Seamless and secure cross-chain liquidity is key to the future of Web3. That's why we’re excited to back @SwimProtocol to offer a reliable option for anyone who holds assets across multiple ecosystems.
1/🔥🔥 Our Alpha Mainnet is LIVE 🔥🔥 🔁 Swim offers a unique native to native asset swap experience to AND from #Solana 👉 Try us out here: swim.io/swap
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19th century railroads had a lot in common with tech platforms: "just like starting an internet business became much easier with AWS and open-source software, founding a town on the western frontier became much easier with Union Pacific." Latest Snippets: medium.com/social-capital/th…
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Without human intervention to reforest, we will continue to lose millions of acres of forests and experience worsening effects of climate change every year. @DroneSeed is thinking and betting big on a scaled solution.
Me, @alexisohanian, @Benioff and @tobi just led a $36M Series A in @DroneSeed to transform how we reforest after wildfires. In 2021 alone, more land has burned in the US than the entire state of New Jersey. 😟 techcrunch.com/2021/09/29/dr…
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The future of decentralized social media applications is here. Get ready.
After over two years of all-consuming research and development, I'm excited to finally publicly reveal what I've been working on. It's called DeSo, short for "decentralized social," and I believe it can fundamentally change social media for the better. deso.org
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The fourth & final post in @Alex_Danco's "Understanding Abundance" series drops on Sunday! Catch up on 1-3 here: medium.com/social-capital
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We're thrilled with @mPharmaHealth's progress and impact: operations in Ghana, Nigeria, Zambia, and Zimbabwe; more than 20,000 patients served each month; drug costs lowered up to 30%. Onward! qz.com/1136148/a-startup-dis…
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.@Chamath will be answering your hardest questions on Thursday, April 14. Sign up! producthunt.com/live/chamath…
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And then we thought, maybe it would be easier to have all of our essays and our Snippets newsletter in one place...🤔💡medium.com/social-capital
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Digital machines generally beat cells for information processing jobs that demand precision and efficiency. But for jobs that require redundancy, adaptability and resilience in the face of the unknown? Living systems ftw. Latest Snippets by @Alex_Danco: medium.com/social-capital/in…
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.@newmike on our @HubHaus investment: "The magic of the two sided network effect is that every new resident makes HubHaus more valuable to owners & every new house/owner makes HubHaus more valuable to residents as they take new jobs or move to new cities." medium.com/social-capital/wh…
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Props to @SlackHQ for being one of the 28 companies to take the #EqualPay pledge. 👊🏽 time.com/money/4368143/airbn…
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"The good news is, the best founders get their start in [tough] times like this" - @chamath #launchfestival
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Congrats to portfolio cos @SlackHQ, @Premisedata & @Greenhouse for making Forbes' 50 Hottest Startups of 2015! 🎉 forbes.com/sites/briansolomo…
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📢Applications now open for our Emerging Managers class of 2022. Come manage your own book and work with the Social Capital team. More details 👇
1/ Last year, we launched @SocialCapital Emerging Managers, a program designed for investment professionals looking to accelerate their careers without the typical years of waiting it takes to be allocated your own portfolio at traditional funds.
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We love that @goshippo uses the Magic 8-ball to track company health! Our framework and tool are available to all: medium.com/swlh/diligence-at…
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The @Intercom founders may be silly but these stats are serious: 600 customers & $1M in revenue added every 10 days: forbes.com/sites/alexkonrad/…
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Our own @arjunsethi talks about his highs and lows as a CEO, learning about ecosystems through seed investing, and the importance of giving candid feedback to founders by “sharing your work" (even when you don’t invest). @TWistartups itunes.apple.com/us/podcast/…
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700 volunteers managed everything from rescue to food coordination across a dozen @SlackHQ during Hurricane Irma: thenewtropic.com/how-700-cod…
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Congrats to the @CommonBond team on the new financing! The student loan crisis is one of this country's most important problems: more than 44 million Americans have $1.48 trillion in student loan debt. forbes.com/sites/kristinstol…
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