Data last refreshed: April 20, 2026
Engagement metrics shown below reflect data as of this date. Current LinkedIn stats may differ.
Energy production is becoming one of America’s biggest bottlenecks. In the past 15 years, the U.S. added ~285 terawatt-hours (TWh) to the grid. In the next 15 years, we'll need ~2,000 TWh more (...
To understand why housing affordability looks the way it does today, you have to understand how housing became a financial instrument in the first place. And the questions only get more difficult ...
Excited to embark on this partnership with Rakesh and the EY team.
The fastest-growing occupation in the United States (home health aide) needs 800,000 more workers by 2033. There's not an easy path to recruiting 800,000 people into these roles in under a decade....
In 2016, Elon Musk founded Neuralink with the mission of creating a scalable BCI: a technology that enables sending and receiving information between the brain and computers without the use of phys...
Brant is the ideal customer: very smart, ambitious, curious, yet demanding and exact! He’s been an early adopter of Software Factory, and his feedback has made it better. It’s exciting to help hi...
Before the 2024 election, prediction markets were primarily a niche curiosity with weekly trading volumes hovering around $50 million. Today, it has grown to over $6 billion in weekly trading volum...
I’m very excited to announce a global partnership between 8090 and EY. EY will adopt 8090’s Software Factory to help their customers break free from slow, costly, and failure-prone legacy enterpri...
The demand for more trading flexibility has exploded, with the number of pre- and after-market transactions surging to $1 billion. As of July 2025, foreign investors hold about $20T of U.S. equiti...
Humans are not wired to win in today’s modern markets. For most of history, investing was about relationships, judgment, and timing. It was about who you knew, what you believed, and whether you h...
In my 2021 Social Capital Annual Letter, I warned that a demographic time bomb was already ticking. At the time, U.S. Census data showed deaths exceeding births in more than 73% of U.S. counties. ...
China wants to move from the world's factory to a global standard-setter. They want to control global financial systems, physical infrastructure, technology standards, and critical supply chains (...
nice!
Quantum computing is either treated as distant science fiction or marketed as an all-purpose supercomputer posing an imminent threat to modern security and encryption. Based on the research my tea...
Modern equity markets sit on infrastructure built long before digital networks existed. With the adoption of equity tokenization, these inefficiencies are beginning to lift. Since the start of 202...
first live demo + Q&A next Wednesday open to anyone interested!
The electric grid is the backbone of any nation-state in the digital age. And any grid transformation depends on owning critical minerals... As it stands, China controls 60-90% of processing for ...
We're just getting started!
Physical AI will be key in the AI stack that I'm thinking through for my annual letter, so we did a standalone Deep Dive on Humanoid Robotics. Let me know what you think.
10 years ago, Elon Musk was the first person to tell me pretty emphatically that we should always favor building a machine to build machines vs building a machine...that has stuck with me and was a...
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