Social Capital 8090 God is in the details.
The AI buildout is increasingly funded by debt, and private credit is playing a much bigger role than it did even a year ago.
In June, I wrote that vibe coding was dead and that ROI-driven analysis of AI was about to go from a nice-to-have to a necessity.
Open-weight models have come within roughly four months of the best publicly evaluated closed frontier models, and the gap between them has only gotten more volatile.
California has a $4.3T economy, more than almost every country in the world.
“I actually believe a new asset class will be buying futures of compute. We just don’t have enough compute power right now.” - Larry Fink, CEO of BlackRock
In 2025, two drugs earned $71 billion between them, more than double the combined revenue of OpenAI and Anthropic that year.
The average American worker spends ~225 hours per year, nearly six full working weeks, commuting. These drivers are physically occupied and cognitively constrained. Autonomous driving can give back th…
Over the past year, while every category of crypto token lost value, privacy tokens climbed 127.3%, becoming the best-performing sector in crypto. To understand why privacy coins are surging, we need …
Earlier this year, our team at 8090 took apart the billing engine of a large entity. It was 18 million lines of COBOL and Assembly that had been accumulating since before some of our engineers were ev…
For the first time since 1996, the world’s central banks hold more gold than U.S. Treasuries as a share of their reserves. The institutions managing entire countries’ savings now hold more of a me…
Fifteen years ago, Marc Andreessen wrote a contrarian take at the time that software was eating the world. He was profoundly right. The essay has aged into something very rare: a prediction that came …
The top technology entrepreneurs of our generation are investing billions into reversing aging.
