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What I Read This Week...

chamath.substack.com · 270 words · saved by 1 readers

China is leading the global EV transition. Nearly half of student loan borrowers missed their October payment. Apple wants to run AI models directly on iPhone hardware.

Watch All-In E158 Read our AI deep-dive outline Caught my eye… China is leading the global EV transition. Since the beginning of 2017, China has sold over 18 million EVs, nearly half the world’s total and more than 4x the number sold in the U.S. so far. By 2026, over 50% of all new passenger vehicle sales in China are expected to be electric, compared to a little over a quarter in the US. Just 60% of student loan borrowers with payments due in October made their payments by mid-November, leaving nearly 9 million borrowers who did not pay despite debt payments restarting. While a 12-month…

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