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

Some news! :) wow.groq.com/news_press/groq…

That's a strong-looking GroqRack™ right there, don't ya think? Serving up tokens faster than anyone. We're building A LOT more hardware and increasing capacity weekly. Scaling to be a token factory to help change the world of AI through the world's greatest inference engine.

With super amazing @superjz @socialcapital 🚀🚀 board member and true partner at @HarvestingFN Leave No Farmer Behind #HFN

The AI compute market will all boil down to T/s (tokens per second). So if you’re trying to figure out whether to buy $NVDA or not, consider the below… When Web2.0 exploded in the late 2000s, AWS was principally responsible for arming the rebels - they offered startups compute (EC2) and storage (S3) in bite sized pieces we could pay for with a credit card. As a result a thousand flowers bloomed. This will happen for AI compute clusters. And as it does a few things should happen: 1) startups won’t care what chips are used - a100, h100, Groq etc. 2) CUDA lockin will be broken 3) foundational model diversity will emerge As all of this gets figured out, it’s generally good for incumbent revenues but generally bad for incumbent enterprise values (see Cisco c2000s). It’s also very good for emerging disrupters like @GroqInc (disclaimer: I helped get this company off the ground 8 years ago and am one of their largest external shareholders). I expect startups like @GroqInc to push the market aggressively towards super cheap T/s: they should show that they can drive massive throughout at the lowest relative cost. The cloud providers will then do the rest…

“Both companies will field very interesting offerings available in early 2024...upstarts like @GroqInc have shown advantages on certain models and workflows for LLM inference, today,” Moorhead added. #Groq outperforms NVDA in most #AI finance.yahoo.com/news/nvidi… via @YahooFinance