This is the sixth of our annual letters where we share our reflections, key observations, and learnings over the past year, including how the economic and technological trends of the year have shaped our thinking and our investment portfolio.

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The post discusses the Social Capital Performance Summary for 2023, including insights on the rate hiking cycle, advancements in AI, and deglobalization. It also highlights recent bets on companies like Relativity Space, Palmetto, and Mitra Chem.

2023 Annual Letter

What the hell is going on – 2023 edition