LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Weekly Update January 13-17
Jan. 17, 2025, 12:08 p.m.
Ep. 119 - Sustainable Growth
Jan. 14, 2025, 10:44 a.m.
Weekly Update January 6-10
Jan. 10, 2025, 12:30 p.m.
Axon
Jan. 9, 2025, 1:02 p.m.
Investing City Year End Review
Jan. 3, 2025, 10:09 a.m.
Discontinuous Disruption
Dec. 27, 2024, 12:41 p.m.
Weekly Update December 16-20
Dec. 20, 2024, 12:33 p.m.
Weekly Update December 9-13
Dec. 13, 2024, 12:36 p.m.
Weekly Update December 2-6
Dec. 6, 2024, 12:11 p.m.
Weekly Update November 25-29
Nov. 29, 2024, 12:30 p.m.
Returns on Capital
Nov. 22, 2024, 12:36 p.m.
Weekly Update November 11-15
Nov. 15, 2024, 12:57 p.m.
Weekly Update November 4-8
Nov. 8, 2024, 12:56 p.m.
Weekly Update October 28-November 1
Nov. 1, 2024, 11:41 a.m.
Weekly Update October 21-25
Oct. 25, 2024, 11:24 a.m.
Ep. 118 - Rodrigo Benedetti: Secular Curiosity
Oct. 22, 2024, 11:38 a.m.
Weekly Update October 14-18
Oct. 18, 2024, 11:08 a.m.
Weekly Update October 7-11: Questions, Robotaxi Day, AXON app, Brazil rating, NET hires, TMDX Q4, Infuse
Oct. 11, 2024, 11:09 a.m.
Q3 2024 Letter: Infuse Partners
Oct. 5, 2024, 6:01 p.m.
5 Lessons I’ve Learned The Hard Way: I’d like to take this week to share some lessons I’ve learned the hard way.
Oct. 4, 2024, 11:38 a.m.
Weekly Update September 23-27: Monthly Summary + Conviction List
Sept. 27, 2024, 10:33 a.m.
Ep. 117 - Aaron Bush: The Game Master: You can learn more about Naavik here.
Sept. 24, 2024, 12:48 p.m.
Weekly Update September 16-20: TSLA batteries, NET inference, NU Ultraviolet, AXON conference
Sept. 20, 2024, 11:21 a.m.
Weekly Update September 9-13: TSLA updates, NU loans, AXON vision, MELI ads, and a simple lesson
Sept. 13, 2024, 11:44 a.m.
Weekly Update September 2-6: IC Pod, Nu+, TMDX conference, TSLA Smart Summon, Doubling Down
Sept. 6, 2024, 12:19 p.m.