In this digest, we curate the most insightful free online content. This substack aspires to be a platform for your growth, whether you’re on the hunt for ideas, looking to learn from great investors, or building a great investment firm.
Last chance to be a part of Latticework 2026 (November 10-11) — fireside chats, panel discussions, idea pitches, and a group dinner. We’re almost fully booked. Agenda | Secure your seat now.
An executive summary of this week’s selections:
11 Articles We Are Reading This Week
Golden age - Daniel Gladiš
Misunderstood - Amit Wadhwaney
Gangster states - Reimar Scholz
OpenAI’s spy problem - James Ball
Models as insider risks - Satya Nadella
Agents in the economy - Patrick Collison
AI and the lump of labor - Adam Mastroianni
Adam Grant on friendship - David Epstein
AI shopping agents denied - Moses Sternstein
Higher hurdles, AI and moats - Todd Wenning
Moneyball, herds and compounders - John Huber