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.
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11 Articles We Are Reading This Week
Oil in salt domes - Brian Potter
Agent civilizations - Dwarkesh Patel
IPO housing effect - Byrne Hobart
AI data center math - Mallika Paulraj
Knightian uncertainty - Richard Ngo
Incumbents are coming - Seema Amble
Warped time perception - Mike Mariani
Scaling versus profitability - Aswath Damodaran
SaaS and the reckless crowd - Harvey Sawikin
Learning that feels like learning - Jack Despain Zhou
Share issuance as a timing signal - Amos Lawrence
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | banking | commodities | cybersecurity | rare earths | semiconductors | shipping | software
Geographic Insights: Australia | China | Europe | Ireland | Poland
Letters: Crossroads | Greenhaven Road | J.P. Morgan | Maestria
Company Insights: Alphabet | HAL Trust | Oxford Metrics | UMG | WEAT
Company Slides: Bakkafrost | Bunzl | Dell | Fortuna Mining | HP Enterprise | Medtronic | Samsara | Sasol | SAIC | Swiss Life | Victoria’s Secret | Wiley
“Everything works much better when wrong decisions are punished and good decisions make you rich.” —Anna J. Schwartz
5 Videos We Are Watching This Week
a16z - Ben Horowitz on chips, power and the layer beneath the models
Forbes - David Booth on why public markets still beat the alternatives
Semafor - Blackstone’s Jon Gray on big bets and staying skeptical of AI
Goldman Sachs - On who supplies the power as token use keeps rising
Oxbow Advisors - Dan Rasmussen on markets and where the odds sit
5 Podcasts We Are Listening to This Week
Acquirers - Matt Sweeney on patience as the one durable edge left
In Good Company - Deere CEO on tractors and farming in the AI era
Invest Like the Best - Sarah Guo on compute in fragile supply chains
Bogumil Baranowski - Paul Johnson on the false value-growth divide
Conversations with Tyler - Michael Moritz on exile and the obsessed
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