The Manimahesh Yatra 2026 was temporarily suspended on Thursday morning after up to four inches of snowfall was recorded around Manimahesh Kailash, Dal Lake and Gauri Kund in Himachal Pradesh’s Chamba district. The yatra administration halted the pilgrimage citing bad weather and challenging conditions along the route. Pilgrims have been advised not to proceed until weather conditions improve and further instructions are issued. Authorities said the situation is being continuously monitored, with devotees’ safety being the top priority. #ManimaheshYatra# #ManimaheshKailash# #Chamba# #HimachalPradesh# #Snowfall#

Chamath Palihapitiya on Elon Musk: "In Silicon Valley, we have had a lost decade. What are the 2 or 3 most incredible technological achievements that Silicon Valley has created in the last decade. You've Elon Musk who created reusable rocketry. He created an entire global mesh of communication infrastructure. He created electric cars. What have the rest of us done? We've created Airpods and Instagram reels."

Chamath: “I got it totally wrong. This election was a complete and total repudiation about the state of the economy. The economy is broken.” “What I don't think I understood clearly enough, and I think that this election has made it extremely clear, is that since COVID, we have moved past political ideology. And I want to say this again, I do not think Democrats or Republicans matter. That is my real takeaway after this election. There is a central bloc of people that vote on the prescient issues of our time. What are these people voting for? I think what they are shouting now, they were trying to signal, and now they are shouting, is a broad-based belief that the economy has completely decoupled from reality and is broken. The economic reality in America is broken.

Chamath: The AI Boom Has a Borrowing Problem “The entire United States economy is levered to the AI complex. So very narrowly, we're talking about seven or eight companies that set the tone for the entire country. And whether we like it or not, that is where we are. Why do I say that? The most important companies in the world are in a massive spending binge, right? These were highly profitable, highly cash accretive, highly cash flow generative businesses that have said, ‘We're going to put the foot down on spending because we believe in what's coming into the future.’ That's what drives GDP and it's what drives growth. Now, as they do that though, they deplete their cash and they have to raise debt. The AI complex now owes $340-400 billion to the market. And you'd say, ‘Okay, why is that important?’ The problem is this: These companies are raising so much money it starts to crowd out the capital markets. And the most important part of the capital market that it starts to crowd out, is the appetite for government treasuries. And what you can see here is that when you look at these AI firms, the amount of money that they need to raise through the end of '27, it's 30% of all of what the Treasury's about to issue in that same period. So, whether we like it or not, they are going to start competing for demand.”

Chamath Palihapitiya (@chamath) is calling Anthropic an “amazing business” despite an $80.75B first-half net loss. Revenue surged to $16.3B in H1 2026, while its operating loss narrowed sharply and compute costs fell relative to sales.

Chamath: France Won’t Fix Itself. The Bond Market Must Force Its Hand. “I think the people have a responsibility to understand the numeric reality in which they are living. (The French) are living in a state that is spending more than any communist utopia that they hoped to achieve. Yet the outcomes are broken, which means the system is broken, and you need to reset that. And the government will not reset it on its own, and so the bond vigilantes will have to do it for them. I think they need to break the back of the French government.” Jason: “Okay, there it is. There's the mandate.” Chamath: “I think you need to take France to 8% and just break them.” Jason: “Yeah, and then all of a sudden, austerity measures, immigration, all this stuff is going to be taken a lot more seriously.” Chamath: “At least it'll all be on the table, and they will have to sort out what they're willing to give up. But right now, if you can skate through this moment, then these things continue to fester, and it is a tinderbox that at some point, again, we know what the trail of breadcrumbs can lead to in terms of fomenting this societal rage. You cannot allow that to happen. And so the government has a responsibility now to nip this in the bud in a structural way.”

Chamath Explains the AI Boom’s Achilles Heel “Doesn't matter what you do, doesn't matter what you claim to do, you're going to get run over. You're going to be roadkill. If the bond market walks the 10-year up to 5.5 and 6%, which has nothing to do with AI, it has everything to do with debt to GDP and a bunch of other factors in broad-based Western economies, any business model that thrives on a financing spread gets cornholed. Any and every, all of them. It will not matter when the 10-year’s at 6%. It won't matter. As long as we can keep that from happening, we're going to be fine. So what's the most important way, I guess, post these midterms to keep the party going? You have to really start to focus on deficits, and you have to find a fair trade where the bond market backs off. And I think you can see it in the tape, meaning if we start proposing huge spending programs, they're going to walk the 10-year up. That then has a negative cascade to everything. If, however, the posture becomes much more about keeping everything calm and like, ‘Let's just tone things down and let's find the waste in the system and squeeze it all out,’ I think people will respond very favorably. The last thing I will say is these are like Achilles' heels, meaning all of the asset value that's getting built up, but just like the great warriors, you just slice the Achilles tendon and they just crumble to the knees. I just want to point out, this is that thing. There is no other thing. Meaning, all this other stuff is complete goodness, but the fact that you need to finance these things in a variable rate model as a spread to the risk-free rate is the big problem in these businesses. And you need to essentially have Microsoft, Google, Meta, and Nvidia backstop all of this in a worst case scenario because that's the only way you can withstand a one or two-year correction in this market.”