***Essay | Alon Amit | Why do Mandelbrot and Julia sets look so weird?
www.quora.com
Oct 28, 2025 7:52 PM
Research | a16z | State of Crypto 2025: The year crypto went mainstream
a16zcrypto.com
Oct 23, 2025 2:50 PM
Research | a16z | State of Crypto
stateofcrypto.a16zcrypto.com
Oct 23, 2025 2:49 PM
Essay | James Hamilton | At Scale, Rare Events aren’t Rare – Perspectives
perspectives.mvdirona.com
Oct 21, 2025 12:53 AM
Investor Debate | Brad Gerstner, Andrew Homan, Josh Wolfe, Chase Coleman
x.com
Oct 20, 2025 6:02 PM
Research | Coin Metrics | Is Bitcoin Decoupling from the Market?
coinmetrics.substack.com
Oct 20, 2025 4:57 PM
Research | Bain | How Can We Meet AI’s Insatiable Demand for Compute Power? | Bain & Company
www.bain.com
Oct 13, 2025 9:19 PM
Essay | Balaji | Popups are the new startups
open.substack.com
Oct 12, 2025 11:34 PM
***Obituary | Patricia Routledge
substack.com
Oct 12, 2025 1:02 PM
Research | Tyler Vigen | Spurious Correlations
www.tylervigen.com
Oct 10, 2025 9:05 PM
Essay | Cameron Dawson | Such Great Heights - NewEdge Wealth
www.newedgewealth.com
Oct 10, 2025 9:01 PM
Essay | WSJ | The books have closed on the U.S. government’s fiscal 2025. Here’s what has changed about the federal budget—and what hasn’t.
www.wsj.com
Oct 10, 2025 8:13 PM
Research | UOR Foundation | Universal Object Reference
www.uor.foundation
Oct 10, 2025 7:55 PM
Essays | George Mack | High Agency in 30 Minutes
www.highagency.com
Oct 10, 2025 7:47 PM
The Real Eisman Playbook | U.S. Consumers Are Collapsing: Cars, Credit, & the Chaos Ahead | The Weekly Wrap
www.youtube.com
Oct 9, 2025 3:27 PM
Essay | Harris Kupperman | An AI Addendum - Praetorian Capital
pracap.com
Oct 6, 2025 4:12 PM
Essay | Harris Kupperman | Global Crossing Is Reborn... - Praetorian Capital
pracap.com
Oct 6, 2025 4:10 PM
Research | DWS | S&P 500 EPS Tracker 2Q 2025
www.dws.com
Oct 5, 2025 11:28 PM
***Essay | Larry Sanger | Nine Theses on Wikipedia – LarrySanger.org
larrysanger.org
Oct 4, 2025 2:58 AM
ILTB Pod | Dylan Patel | Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
overcast.fm
Sep 30, 2025 6:02 PM
Research | Andrew Sarna | Sell into bubbles
open.substack.com
Sep 26, 2025 10:48 AM
All-In Pod | Uber CEO Dara Khosrowshahi on self-driving’s future, changing business model, job displacement — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
overcast.fm
Sep 25, 2025 8:01 PM
***Essay | Ben Thompson | The YouTube Tip of the Google Spear
stratechery.com
Sep 25, 2025 5:01 PM
All-In Pod | Eric Schmidt on AI, the Battle with China, and the Future of America — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
overcast.fm
Sep 25, 2025 2:55 PM
BG2 Pod | Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
overcast.fm
Sep 22, 2025 7:32 PM
Essay | Maggie Harrison Dupre | ChatGPT Is Blowing Up Marriages as Spouses Use AI to Attack Their Partners
futurism.com
Sep 19, 2025 9:00 AM
Essay | Iain McGilchrist | Let me explain a little…
open.substack.com
Sep 18, 2025 4:36 PM
Essay | Michael Hill | China Is Not an “Engineering State”
catchingmice.substack.com
Sep 9, 2025 9:39 PM
***Founders Pod | How Elon Works
overcast.fm
Sep 9, 2025 7:43 PM
BG2 Pod | China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
overcast.fm
Sep 9, 2025 6:42 PM
What is Money Pod | Geoffrey West | The Universal Laws of Life | The Geoffrey West Series | Episode 1 (WiM144)
www.youtube.com
Sep 8, 2025 6:19 PM
Presentation | Benedict Evans | AI Eats the World
www.ben-evans.com
Sep 8, 2025 5:09 AM
Essay | Charlie Munger | Turning $2 Million Into $2 Trillion
fs.blog
Sep 7, 2025 9:29 PM
Speech | Stanley Druckenmiller's Lost Tree Club Lecture
aryadeniz.substack.com
Sep 4, 2025 3:49 AM
Research | The Top 100 Gen AI Consumer Apps - 5th Edition | Andreessen Horowitz
a16z.com
Sep 2, 2025 3:52 PM
Research | Creating human-technology synergies at the organizational frontlines - ScienceDirect
www.sciencedirect.com
Aug 28, 2025 4:27 PM
Back to School with Chris Begg! - [Joys of Compounding, EP.29] — Joys of Compounding — Overcast
overcast.fm
Aug 27, 2025 2:01 AM
Essay | Rich Sutton | Self-Verification, The Key to AI
incompleteideas.net
Aug 26, 2025 10:04 PM
Speech | Victor Wooten Commencement Speech University of Vermont Rubenstein School - YouTube
www.youtube.com
Aug 26, 2025 9:58 PM
Closer to Truth | Why do Power Laws Work so Widely? | Episode 2207
www.youtube.com
Aug 26, 2025 5:33 PM
***The Art of Quality Pod | Tracking the Invisible: Victor Wooten Reads Patterns in Music and Life — The Art of Quality — Overcast
overcast.fm
Aug 26, 2025 12:17 PM
Research | Return on AI | Real-World Insights on AI in Contracting - Best practices and insights on how to deploy GenAI in contracting and legal processes. Discover how to get real Return on AI.
returnonai.com
Aug 25, 2025 7:34 PM
Research | Shalizi et al. | Power-Law Distributions in Empirical Data | Santa Fe Institute
www.santafe.edu
Aug 24, 2025 9:24 PM
***Essay | Eric Markowitz | The fragile gift of consciousness
bigthink.com
Aug 22, 2025 9:27 PM
Research | Google Graveyard - Killed by Google
killedbygoogle.com
Aug 22, 2025 3:13 AM
Essay | Sheryl Estrada | MIT report: 95% of generative AI pilots at companies are failing
fortune.com
Aug 21, 2025 4:53 PM
Essay | Eric Markowitz | The John Candeto interview - Big Think
bigthink.com
Aug 21, 2025 1:52 PM
Research | The Visual Patterns of Audio Frequencies Seen through Vibrating Sand — Colossal
www.thisiscolossal.com
Aug 21, 2025 1:42 PM
Research | Cymascope
cymascope.com
Aug 21, 2025 1:41 PM
Cymatics | Making sounds visible: Sound vibrations transform colorful sand patterns
thekidshouldseethis.com
Aug 21, 2025 1:37 PM
***The Art of Quality Pod | Victor Wooten | Tracking the Invisible: Victor Wooten Reads Patterns in Music and Life
overcast.fm
Aug 20, 2025 12:12 PM
Research | Texas Pacific Land: A Permian Powerhouse Forging Growth Beyond Royalties
beyondspx.com
Aug 19, 2025 2:48 AM
Essay | Kevin Gee | Investing Through Complexity
aletteraday.substack.com
Aug 18, 2025 2:45 PM
Research | Max’s Health Protocol
maxmarchione.notion.site
Aug 18, 2025 2:44 PM
Research | Tribe Capital | Units of Time are the New Currency
tribecap.co
Aug 15, 2025 6:05 PM
Research | BBG | Bolivians Use Crypto to Cope With Inflation and Dollar Shortages - Bloomberg
www.bloomberg.com
Aug 15, 2025 5:59 PM
Research | DKAM | Party Like It's 1999?
donvillekent.com
Aug 15, 2025 5:27 PM
Product Demo | Shortcut
www.tryshortcut.ai
Aug 12, 2025 4:14 PM
Essay | Elad Gil | AI Market Clarity
blog.eladgil.com
Aug 4, 2025 4:48 PM
Research | Miguel and Parrado | Mirror, Mirror on the Wall: Which Jobs Will AI Replace After All?: A New Index of Occupational Exposure
publications.iadb.org
Aug 4, 2025 4:32 PM
The Art of Quality Pod | Quality in Nature
overcast.fm
Aug 3, 2025 8:37 PM
The Art of Quality Pod | Lar Endersen | Quality in Compounding with Laurence Endersen
overcast.fm
Aug 3, 2025 8:36 PM
***Essay | Tobi Lutke | Reflexive AI usage is now a baseline expectation at Shopify.
x.com
Jul 31, 2025 1:56 PM
Essay | Be Water | The Price Of Everything & Value Of Nothing
bewaterltd.com
Jul 24, 2025 4:12 PM
Essay | Be Water | Bitcoin TreasuryCos: Lessons From The 1929 Crash
substack.com
Jul 24, 2025 3:45 PM
Essay | Paul Friesen | The Crescent and the Guillotine
open.substack.com
Jul 24, 2025 5:11 AM
Essay | Jeremy Radcliffe | Four Funerals and a Flood
www.epsilontheory.com
Jul 24, 2025 5:06 AM
Essay | OSVerse raison d'être
substack.com
Jul 20, 2025 12:10 PM
Essay | Kevin Gee and Nick Chow | Investing Through Complexity
aletteraday.substack.com
Jul 19, 2025 3:17 PM
Essay | Nico Michaelsen | Birth of the Wisdom Economy
substack.com
Jul 18, 2025 3:36 PM
Research | The Knowledge Work Demand Index by Braintrust
www.usebraintrust.com
Jul 18, 2025 3:32 PM
Essay | Eric Markowitz | Creating wisdom infrastructure for the next 100 years - Big Think
bigthink.com
Jul 18, 2025 3:15 PM
Interview | Ahmed Best Takes the Long View - Long Now
longnow.org
Jul 18, 2025 3:15 PM
Essay | Cathy Hackl | I Dated Four AI Boyfriends To Explore The Future Of Dating, Love, And Intimacy
www.forbes.com
Jun 25, 2025 3:50 PM
Excess Returns Pod | Robert Hagstrom | Buffett Does It. Most Value Investors Don’t
www.youtube.com
Jun 24, 2025 3:23 PM
Research | Coatue | EMW 2025 - Keynote
drive.google.com
Jun 20, 2025 7:15 PM
***Book | Laurence Endersen | The Compounder’s Element
Jun 20, 2025 1:23 AM
***Research | WTF Happened In 1971?
wtfhappenedin1971.com
Jun 19, 2025 1:50 AM
Book | Jonathan Swift | Gulliver’s Travels
Jun 17, 2025 8:24 PM
Essay | Bitcoin Becomes Safe Collateral: JPMorgan To Offer Loans Financed With Crypto Assets | ZeroHedge
www.zerohedge.com
Jun 16, 2025 10:35 PM
Research | Lyn Alden | Bitcoin: A Global Liquidity Barometer
www.lynalden.com
Jun 13, 2025 4:18 PM
Research | Larry Swedroe | Index rebalancing: what it really costs investors
alphaarchitect.com
Jun 12, 2025 6:52 PM
***Book | William Green | Richer, Wiser, Happier
Jun 12, 2025 4:37 PM
Essay | Peter Thiel | The Straussian Moment
gwern.net
Jun 12, 2025 4:37 PM
Joys of Compounding Pod | Will Thorndike | Lessons from the Eternal Outsider - [Joys of Compounding, EP.28] — Joys of Compounding — Overcast
overcast.fm
Jun 12, 2025 3:38 PM
Talk | Vinod Khosla | Nail Your Raise: Luring VCs
www.khoslaventures.com
Jun 12, 2025 3:09 AM
Interview | Demis Hassabis | On The Future of Work in the Age of AI
www.youtube.com
Jun 10, 2025 6:08 PM
Interview | Dario Amodei | AI company's CEO issues warning about mass unemployment
www.youtube.com
Jun 6, 2025 8:19 PM
Essay | Harris Kupperman | Taking My Ball And...
pracap.com
Jun 6, 2025 8:10 PM
Essay | Dave Nadig | Actual ETF Innovation: F/m's Compoundr Dividend Hack
www.nadig.com
May 29, 2025 10:23 PM
Essay | Dave Nadig | White Hat Bond ETFs: F/m & LifeX Get It Right
www.nadig.com
May 29, 2025 10:07 PM
Essay | Evan Armstrong | In Defense of Starting a Bad Business
www.gettheleverage.com
May 29, 2025 10:01 PM
***Book | John Gribbin | Deep Simplicity: Bringing Order to Chaos and Complexity
May 26, 2025 1:09 PM
Book | Hermann Hesse | Siddhartha
May 26, 2025 10:44 AM
Research | Google | Alpha Evolve
www.google.com
May 23, 2025 12:53 AM
Matt Huang - Investing At The Frontier - [Invest Like the Best, EP.420] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
overcast.fm
May 21, 2025 1:22 PM
Short Story | JRR Tolkien | Leaf by Niggle
May 21, 2025 1:21 PM
Book | Robert Louis Stevenson | Treasure Island
May 21, 2025 1:20 PM
Book | Jules Verne | Around the World in 80 Days
May 21, 2025 1:20 PM
All-In Pod | Sundar Pichai, CEO of Alphabet | The All-In Interview — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
overcast.fm
May 16, 2025 2:27 PM
ILTB Pod | Paul Enright | The Buy Side Primer - [Invest Like the Best, EP. 222] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
overcast.fm
May 15, 2025 1:19 PM
In Good Company Pod | Sir Chris Hohn | Strategic Investing, Long-Term Value and Purposeful Philanthropy — In Good Company with Nicolai Tangen — Overcast
overcast.fm
May 15, 2025 1:18 PM
***Capital Allocators Pod | Paul Enright | Inside Long-Short Equity Investing, EP. 264 — Capital Allocators – Inside the Institutional Investment Industry — Overcast
overcast.fm
May 15, 2025 1:16 PM
Forward Guidance Pod | Michael Howell | Liquidity Is Breaking And The Economy Is Next
www.youtube.com
May 13, 2025 5:58 PM
***Milk Road Pod | Michael Howell's Liquidity Framework
www.youtube.com
May 13, 2025 5:04 PM
***Essay | The Long View | "The Great Rebalancing: Why Everything Feels Like It's Breaking—and Why That's the Point.” / X
x.com
May 12, 2025 9:37 AM
Essays | MITIMCO | Career Advice
becomeaninvestor.org
May 12, 2025 1:34 AM
Essay | Joel Cohen | Stand Out To Break In. How one successful investor initially… | by Joel Cohen | Medium
joelmcohen.medium.com
May 12, 2025 1:34 AM
***Robo-Essay | Uncertain Eric | An uncomfortably honest field guide to the deeply bizarre now-now-soon
sonderuncertainly.substack.com
May 9, 2025 8:20 PM
Research | Brent Donnelly | The Magazine Cover Indicator - Spectra Markets
www.spectramarkets.com
May 8, 2025 5:39 PM
Research | Thinking Ahead Instintute | Total Portfolio Approach (TPA)
www.thinkingaheadinstitute.org
May 8, 2025 5:07 PM
Research | John Gall | Gall's Law
en.wikipedia.org
May 8, 2025 4:01 PM
Presentation | Ramesh Narayanaswamy | Tourbillon/LBS Value
www.linkedin.com
May 8, 2025 3:59 PM
Essay | Ryan Holiday | These Are All The Ways I Feel Poorer Than I Am - RyanHoliday.net
ryanholiday.net
May 8, 2025 2:00 PM
Essay | Mark Gurman | Apple Explores Move to AI Search in Browser Amid Google Fallout - Bloomberg
www.bloomberg.com
May 7, 2025 4:57 PM
Essay | Ben Hunt | Our True Enemy Has Yet to Reveal Himself - Epsilon Theory
www.epsilontheory.com
May 7, 2025 9:35 AM
Open Letter to Ben Bernanke | Hoover Institution Open Letter to Ben Bernanke
www.hoover.org
May 6, 2025 9:43 PM
Trump’s First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
overcast.fm
May 6, 2025 7:37 PM
David Senra - The Focused Few - [Invest Like the Best, EP.422] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
overcast.fm
May 6, 2025 7:36 PM
Essay | Matt Marshall | From ‘catch up’ to ‘catch us’: How Google quietly took the lead in enterprise AI
venturebeat.com
May 6, 2025 1:53 AM
***ILTB Pod | Cliff Sosin - Investing in Carvana - [Invest Like the Best, EP.421] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
overcast.fm
May 5, 2025 8:37 PM
Essay | Eric Markowitz | “Slack”: The key to resilience in a world that keeps breaking - Big Think
bigthink.com
May 5, 2025 8:37 PM
Research | Cameron Dawson | Quarterly Outlook: The Space Between - NewEdge Wealth
www.newedgewealth.com
Apr 28, 2025 4:43 PM
Research | Michael Kokalari | Our Summary of "A User's Guide to Restructuring the Global Trading System"
vinacapital.com
Apr 28, 2025 4:16 PM
***RWH Pod | Chris Begg | RWH056: Calm Amid The Storm w/ Christopher Begg — We Study Billionaires - The Investor’s Podcast Network — Overcast
overcast.fm
Apr 28, 2025 12:28 PM
Essay | Love-first investing
open.substack.com
Apr 24, 2025 12:48 PM
Essay | Dave Nadig | Hyperagents
open.substack.com
Apr 24, 2025 12:38 PM
Research | Why a gold standard is a very bad idea — Money, Banking and Financial Markets
www.moneyandbanking.com
Apr 24, 2025 12:38 PM
Essay | BBG | Pope Francis Was Exemplar of a Humble Faith for Modern Times - Bloomberg
www.bloomberg.com
Apr 23, 2025 6:08 PM
Good Investing Talks | Ryan O’Connor | Is the Switch 2 lifting Nintendo stock on another level, Ryan O’Connor? — Good Investing Talks — Overcast
overcast.fm
Apr 23, 2025 12:12 PM
Essay | Ryan Petersen | "Thousands, and then millions, of American small businesses, including many iconic brands, will go bankrupt this year if the tariff policies on China don’t change. 🧵" / X
x.com
Apr 21, 2025 7:46 PM
Essay | Kane Jackson | How 'smart' investors are killing your future - and theirs too - Startup Daily
www.startupdaily.net
Apr 21, 2025 7:11 PM
Essay | John Hempton | Bronte Capital: When do you average down?
brontecapital.blogspot.com
Apr 18, 2025 6:45 PM
Presentation | Google Cloud Next '25 Opening Keynote in 10 minutes - YouTube
www.youtube.com
Apr 17, 2025 3:57 PM
Essay | Ananyo Bhattacharya | Why Physics Is Unreasonably Good at Creating New Math - Nautilus
nautil.us
Apr 17, 2025 2:26 AM
Books | Stewart Brand | Books in Progress
books.worksinprogress.co
Apr 16, 2025 4:12 PM
Essay | Matt Clifford | Technology entrepreneurship and the disruption of ambition | by Matt Clifford | Entrepreneurs First | Medium
medium.com
Apr 15, 2025 8:36 PM
Essay | Ian Cassel | Michael Steinhardt - In His Own Words
microcapclub.com
Apr 15, 2025 1:44 PM
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
overcast.fm
Apr 14, 2025 6:33 PM
Essay | Warren Buffett | America's Growing Trade Deficit Is Selling the Nation Out From Under Us.
www.berkshirehathaway.com
Apr 13, 2025 1:31 PM
Essay | Dr Pippa | Tariffs, The American Mittelstand and The Mighty Wurlitzer
drpippa.substack.com
Apr 12, 2025 4:44 PM
Essay | Mark Newfield | Brahma Fear
open.substack.com
Apr 11, 2025 12:59 PM
Essay | Tobi Lutke | Reflexive AI usage is now a baseline expectation at Shopify
x.com
Apr 9, 2025 8:40 PM
Essay | Ian Cassel | Be Superman
microcapclub.com
Apr 9, 2025 1:47 AM
Essay | Kokotajlo et al. | AI 2027
ai-2027.com
Apr 7, 2025 12:41 PM
Howard Marks | on Credit Yields, Trump's Tariffs
www.youtube.com
Apr 7, 2025 1:09 AM
PlanB | Bitcoin Analysis April 2025
www.youtube.com
Apr 7, 2025 1:09 AM
***The Tucker Carlson Show | Treasury Secretary Scott Bessent Breaks Down Trump's Tariff Plan and Its Impact on the Middle Class
www.youtube.com
Apr 7, 2025 1:01 AM
Essay | Matthew C. Klein | How to Think About the Tariffs
theovershoot.co
Apr 4, 2025 2:29 PM
All-In Pod | Scott Bessent | All-In in DC!
www.youtube.com
Apr 4, 2025 2:21 AM
Essay | Stephen Miran | A Users Guide to Restructuring the Global Trading System
www.hudsonbaycapital.com
Apr 4, 2025 1:39 AM
Essay | Balanced Sheets: A Review of Matthew Klein and Michael Pettis's Trade Wars Are Class Wars | Alex Williams
www.phenomenalworld.org
Apr 4, 2025 1:22 AM
Book | Hamilton Helmer | Seven Powers
Apr 1, 2025 2:56 PM
Essay | Matt Zeigler | The Analog Rebellion: Finding Wholeness in a Fractured Digital Age
cultishcreative.com
Apr 1, 2025 2:27 PM
Just Press Record Pod | The Art of Time's Filter: How Music, Memory, and Meaning Find Their Way Through. John Candeto And Matt Reustle On JUST PRESS RECORD
cultishcreative.com
Apr 1, 2025 2:26 PM
Essay | YC Demo Day Records Are Shattered… Again. | by Gabriel Jarrosson | Mar, 2025 | Medium
medium.com
Apr 1, 2025 2:26 PM
BG2 Pod | NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
overcast.fm
Mar 27, 2025 1:56 PM
***All-In Pod | Howard Lutnick | All-In in DC!
www.youtube.com
Mar 25, 2025 1:20 PM
Essay | Andrej Karpathy | How I use LLMs
www.youtube.com
Mar 25, 2025 1:17 PM
Research | Matthew Mezinskis | The chart – Porkopolis Economics
www.porkopolis.io
Mar 25, 2025 1:16 PM
All-In Pod | White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
overcast.fm
Mar 24, 2025 10:11 PM
Essay | Eugene Ng | Vision Capital Living Will
visioncapitalfund.co
Mar 20, 2025 6:19 PM
FOMC | Summary of Economic Projections, March 19, 2025
www.federalreserve.gov
Mar 19, 2025 6:18 PM
Essay | Matt Zeigler | Why You Need A Personal Archive And How To Start One
cultishcreative.com
Mar 18, 2025 9:18 PM
Book | Douglas Hofstadter | Godel, Escher, Bach: An Eternal Golden Braid
Mar 17, 2025 12:17 PM
***ILTB Pod | Kelly Granat | Investing At Lone Pine - [Invest Like the Best, EP.414] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
overcast.fm
Mar 13, 2025 12:28 PM
Lecture | Adrian Bejan | Nature, evolution and purpose - open lecture by prof. Adrian Bejan
www.youtube.com
Mar 12, 2025 6:35 PM
Book | Daniel H. Kim and Virginia Anderson | Systems Archetype Basics: From Story to Structure
thesystemsthinker.com
Mar 12, 2025 6:34 PM
Research | Jesse Myers | Bitcoin's Full Potential Valuation
www.onceinaspecies.com
Mar 11, 2025 6:57 PM
Interview | David Sacks on Bitcoin Reserve, Auditing Crypto, AI
www.youtube.com
Mar 11, 2025 4:31 PM
Bitcoin Fundamentals Pod | BTC224: Global Liquidity and Bitcoin w/ Matthew Mezinskis (Bitcoin Podcast) — We Study Billionaires - The Investor’s Podcast Network — Overcast
overcast.fm
Mar 6, 2025 1:32 PM
***20VC Pod | Jonathan Ross | NVIDIA vs Groq: The Future of Training vs Inference | Meta, Google, and Microsoft’s Data Center Investments: Who Wins | Data, Compute, Models: The Core Bottlenecks in AI & Where Value Will Distribute with Jonathan Ross, Founder @ Groq — The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch — Overcast
overcast.fm
Mar 5, 2025 1:05 PM
Essay | Marvin Barth | La Cosa Nostra Americana
substack.com
Mar 4, 2025 2:42 PM
BG2 Pod | Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
overcast.fm
Mar 4, 2025 1:04 PM
Book | Jules Verne | A Journey to the Center of the Earth
Mar 4, 2025 1:01 AM
Research | Mind the gaps: Europe’s to-do list for defense without the US
www.defensenews.com
Mar 3, 2025 9:09 PM
Essay | BlackRock Adds IBIT to Model Portfolios That Allow Alternatives - Bloomberg
www.bloomberg.com
Feb 28, 2025 8:10 PM
***Research | Mauboussin GPT
mauboussinarchive.vercel.app
Feb 28, 2025 7:32 PM
Research | Shadow Government Statistics - Home Page
www.shadowstats.com
Feb 28, 2025 7:31 PM
***20VC Pod | Steeve Morin | Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML — The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch — Overcast
overcast.fm
Feb 25, 2025 10:48 PM
Essay | Alphapicks | Global Primer Series: Convertible Bond Arbitrage
www.alphapicks.co.uk
Feb 24, 2025 10:18 AM
Research | Thales Teixeira | The Rising Cost of Consumer Attention: Why You Should Care, and What You Can Do about It - Working Paper - Faculty & Research - Harvard Business School
www.hbs.edu
Feb 18, 2025 9:44 AM
Research | Todd Spangler | YouTube Viewing on TV Now Surpasses Mobile, Desktop in US
variety.com
Feb 18, 2025 9:42 AM
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
overcast.fm
Feb 14, 2025 9:02 PM
Essay | Erik Hoel | brAIn drAIn - by Erik Hoel - The Intrinsic Perspective
www.theintrinsicperspective.com
Feb 14, 2025 7:49 PM
Essay | Nichoals Carr | The Tyranny of Now
www.thenewatlantis.com
Feb 14, 2025 12:30 AM
Essay | Casey Handmer | Stuff you should have been taught in college but weren’t – Casey Handmer's blog
caseyhandmer.wordpress.com
Feb 12, 2025 4:49 PM
Research | PSH 2025 Annual Investor Presentation
assets.pershingsquareholdings.com
Feb 12, 2025 6:06 AM
Research | Jeffrey Emanuel | The Short Case for Nvidia Stock | YouTube Transcript Optimizer
youtubetranscriptoptimizer.com
Feb 12, 2025 4:12 AM
Research | Asheef Lalani | Fairfax Financial: A Generational Opportunity
berczyparkcapital.substack.com
Feb 10, 2025 3:12 PM
Unchained Pod | Bits + Bips: How Trump’s Tariffs Are Bullish for Bitcoin Both Long- and Short-Term - Ep. 778 — Unchained — Overcast
overcast.fm
Feb 10, 2025 1:36 PM
Essay | Tom Morgan | Going Beyond Buffett
newsletter.theleading-edge.org
Feb 9, 2025 6:42 PM
Essay | Tom Morgan | The Emperor is Naked - by Tom Morgan - The Leading Edge
newsletter.theleading-edge.org
Feb 7, 2025 9:37 PM
Essay | Graham Duncan | Finding a good coach - Graham Duncan Blog
grahamduncan.blog
Feb 7, 2025 12:49 PM
Essay | Erik Markowitz | Investing in the next generation of AI - Big Think
bigthink.com
Feb 6, 2025 7:55 PM
Essay | Erik Markowitz | Lessons from the “pain cave”: What marathoners can teach investors
bigthink.com
Feb 6, 2025 7:10 PM
Essay | Erik Markowitz | The rising value of in-person connection
bigthink.com
Feb 6, 2025 7:06 PM
Essay | Erik Markowitz | When research is cheap, conviction becomes priceless
bigthink.com
Feb 6, 2025 7:03 PM
Essay | Erik Markowitz | The Kevin Kelly interview: The power of “radical optimism” - Nightview Capital | Fundamental equity investors
www.nightviewcapital.com
Feb 6, 2025 7:00 PM
Essay | Erik Markowitz | The Rory Sutherland interview: Bees, magic, and the folly of “Laplace’s demon"
bigthink.com
Feb 6, 2025 6:53 PM
***Global Alts Conference | Antonio Gracias and Gavin Baker | The Future of Artificial Intelligence | Global Alts Miami 2025
youtube.com
Feb 6, 2025 6:07 PM
All-In Pod | DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
overcast.fm
Feb 6, 2025 1:56 PM
ILTB Pod | Graham Duncan | Talent Whisperer - [Invest Like the Best, EP.409] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
overcast.fm
Feb 6, 2025 1:54 PM
The Art of Quality Pod | Mark Hellweg | Quality in the World of Coffee — The Art of Quality — Overcast
overcast.fm
Feb 6, 2025 1:54 PM
***BG2 Pod | DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
overcast.fm
Feb 6, 2025 1:53 PM
***Monetary Matters Pod | Joseph Wang | Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)
podcasts.apple.com
Feb 3, 2025 11:28 AM
Unchained Pod | Vivek Raman | Why Ethereum’s New Marketing Arm Is Convinced Wall Street Will Adopt ETH - Ep. 771 — Unchained — Overcast
overcast.fm
Jan 30, 2025 10:24 PM
Essay | Edward Zitron | OpenAI Is A Bad Business
www.wheresyoured.at
Jan 29, 2025 8:36 PM
Essay | Jeff Park | The Radical Portfolio Theory
dgt10011.substack.com
Jan 28, 2025 4:18 PM
Research | Decoding Community
www.canva.com
Jan 28, 2025 1:09 AM
Research | Mark Solms | A Journey to the Source of Consciousness | Psychology Today
www.psychologytoday.com
Jan 27, 2025 7:41 PM
Essay | Ben Thompson | DeepSeek FAQ – Stratechery by Ben Thompson
stratechery.com
Jan 27, 2025 2:14 PM
Research | Kevin Mills et al. | What is Ethereum Worth?
whatisethereumworth.com
Jan 26, 2025 2:25 PM
***Research | John Pfeffer | An Investor's Take on Cryptoassets v6.pdf
hostingfilesonline.co.uk
Jan 26, 2025 2:24 PM
Research | Matthew Ball | The State of Video Gaming in 2025 — MatthewBall.co
www.matthewball.co
Jan 24, 2025 3:57 AM
Essay | Rebecca Szkutak | Here are the types of AI companies enterprise VCs want to back in 2025 | TechCrunch
techcrunch.com
Jan 21, 2025 1:16 PM
Research | Index Ventures | Scaling Through Chaos
www.indexventures.com
Jan 21, 2025 1:16 PM
Essay | Fallible Ideas – Taking Children Seriously
fallibleideas.com
Jan 21, 2025 11:55 AM
Essay | "Taking Children Seriously" Is Bad – Criticism from a former TCSer.
takingchildrenseriouslyisbad.wordpress.com
Jan 21, 2025 11:51 AM
Business Breakdowns Pod | Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203] — Business Breakdowns — Overcast
overcast.fm
Jan 19, 2025 5:33 PM
All-In Pod | Red-pilled Billionaires, LA Fire Update, Newsom’s Price Caps, TikTok Ban, Jobless MBAs — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
overcast.fm
Jan 19, 2025 5:21 PM
Research | Pitchbook | Top 30 VC funds fundraising 12/11/2024
pitchbook.infogram.com
Jan 16, 2025 10:05 PM
Essay | Willy Shih | The Real Lessons From Kodak’s Decline
www.krlretirees.com
Jan 16, 2025 8:30 PM
***Essay | Howard Marks | On Bubble Watch — Overcast
overcast.fm
Jan 16, 2025 1:11 PM
Essay | Edward Zitron | The Man Who Killed Google Search
www.wheresyoured.at
Jan 15, 2025 10:42 AM
Documentary | Ken Fritz | One Man's Dream - Ken Fritz Documentary about the world's best stereo system - YouTube
www.youtube.com
Jan 14, 2025 2:19 AM
BG2 Pod | Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
overcast.fm
Jan 13, 2025 1:55 PM
Essay | Cliff Asness | 2035: An Allocator Looks Back Over the Last 10 Years
www.aqr.com
Jan 3, 2025 2:23 PM
Research | Hindenburg | Carvana: A Father-Son Accounting Grift For The Ages
hindenburgresearch.com
Jan 2, 2025 8:17 PM
Research | Electric Capital | Developer Report: Analysis of Open-Source Crypto Developers
www.developerreport.com
Jan 2, 2025 5:41 PM