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.
Meet great investors and fellow lifelong learners at Latticework 2026.
11 Articles We Are Reading This Week
Dearth of thought - Django Davidson
Writing things down - Ben Thompson
Surface area for luck - Todd Wenning
Why robotics is hard - Steve Newman
Cheap is often better - Reimar Scholz
End of cheap compute - Joost van Dreunen
The fourth exponential - Tae Kim
Druckenmiller unbound - Harvey Sawikin
Small-cap lottery tickets - Daniel Rasmussen
Scaling versus profitability - Aswath Damodaran
Culture becomes a dark forest - Erik Hoel
Letters, Presentations, Writeups…
Industry Insights: ai | autos | exchanges | healthcare | oil and gas | software
Geographic Insights: Argentina | India | Ireland | Taiwan
Letters: J.P. Morgan | Second Wave | Silver Beech
Company Insights: Applied | Deckers | Flitto | Nvidia | Shurgard | Vivendi
Company Slides: AEO | Descartes | Energean | Glenveagh | Gym Group | Inditex | Korn Ferry | Macy’s | Playtech | Teck | THG | United Natural Foods
“Reading furnishes the mind only with materials of knowledge; it is thinking makes what we read ours.” —John Locke
5 Videos We Are Watching This Week
a16z - Why investors are rethinking almost everything about the AI era
DoubleLine - Jeffrey Gundlach on long bonds and the Fed’s next move
David Senra - Zach Dell on building Base Power for the next 50 years
Six Five Media - Marvell CEO on where AI’s next bottleneck now sits
Mohnish Pabrai - A Q&A with Copenhagen Business School students
5 Podcasts We Are Listening to This Week
Norges - XPeng’s co-president on physical AI, robots and flying cars
How I AI - Inside Kai, the AI agent used weekly by 10,000 Stripe staff
Mindscape - Jared Diamond on the course of history and its leaders
The Insight - Oaktree’s credit co-CEOs on risk in direct lending today
Price-to-Value - Neil Vogel on brands and capital allocation at People
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