2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Developments in AI Silicon & LLMs
May 31, 2025, 9:02 a.m.
Huawei's big comeback, explained
May 31, 2025, 9 a.m.
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
May 25, 2025, 10:14 p.m.
Nintendo's Imminent Switch 2 Launch
May 14, 2025, 5:04 p.m.
Platform Power Is Underrated
May 5, 2025, 3:12 p.m.
China’s Ivory Tower in Lockdown: Top Universities Hide Behind Gates
July 4, 2025, 5:10 p.m.
A New Father's Reflections on the American Dream
July 4, 2025, 3:56 p.m.
Chamath: "Harvard is cooked."
July 4, 2025, 3:53 p.m.
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
July 4, 2025, 2:51 p.m.
moneycontrol India Stock of the Day (Q2 2025)
July 4, 2025, 2:22 p.m.
Long Reads for the Long Weekend - Summer 2025
July 4, 2025, 2:07 p.m.
Weekly Dose of Optimism #151
July 4, 2025, 12:35 p.m.
Top LInks 787 Corporate GHG emissions. History's biggest trade surpluses. China's low-altitude economy & global femicide.
July 4, 2025, 10:56 a.m.
Bribe? Surrender? Both? Unpacking the Trump-Paramount Settlement.
July 3, 2025, 8:40 p.m.
📖 Venture Chronicles - June 2025
July 3, 2025, 8:01 p.m.
Microsoft AI CEO Mustafa Suleyman: Why Our AI Diagnostician Outperforms Doctors
July 3, 2025, 3:52 p.m.
🎧🍌 $50M ARR with 30 Employees: Inside Gamma's Journey to 50 Million Users | Co-founder and CEO Grant Lee
July 3, 2025, 3:32 p.m.
Problems at 130 Long-Term Underperformers
July 3, 2025, 2:30 p.m.
America, the Beautiful
July 3, 2025, 12:54 p.m.
Why British Antarctica Should Be Settled and Developed
July 3, 2025, noon
Top Links 786 Coal and the climate crisis. European auto dividens. Pitching for Gaza work. Hot Money. Metaphysical authority in Pakistan.
July 3, 2025, 10:55 a.m.
The Evolving Career Ladder: Operations Talent Hotspots
July 3, 2025, 10:13 a.m.
Seoul Mates
July 3, 2025, 9:01 a.m.
China's Consumption Is Not Nearly as Low as It Appears: CF40 Policy Brief
July 3, 2025, 12:20 a.m.
The State of Theaters, the Decline of Cable, and Piracy
July 3, 2025, 12:11 a.m.
Peter Thiel on the Origins of Modern AI: It was always US vs China
July 2, 2025, 9:51 p.m.
Alpha In Podcasts? - [Business Breakdowns, EP.222]
July 2, 2025, 8:40 p.m.
🚨J-Cal's Advice for Young People Leaning Toward Socialism: Avoid Debt, Acquire Skills, Self-Reliance
July 2, 2025, 5:06 p.m.
Holiday interlude: Sample some of my most read newsletters
July 2, 2025, 3:35 p.m.
Building Commodity Supply Chains in Trump’s America with Peter Stahley
July 2, 2025, 2:42 p.m.
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
June 6, 2025, 12:54 p.m.
LVMH - A house of luxury built on acquisitions👜
June 6, 2025, 12:49 p.m.
Nebius: Explosive Growth At What Is Still A Reasonable Valuation
June 5, 2025, 9:26 a.m.
L'Oréal (OR)
May 31, 2025, 7:54 p.m.
Event #1 - Trimas (TRS)
May 28, 2025, 6:28 p.m.
Dynatrace: Is AI For Observability Really Upon Us?
May 28, 2025, 12:11 p.m.
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
May 26, 2025, 3:41 p.m.
AGB 2025.1 - Airbnb (ABNB)
May 19, 2025, 2:01 p.m.
Somnigroup [SGI]
May 12, 2025, 1:37 a.m.
Lemonade: A Refreshing Drink For Summertime Investing
May 5, 2025, 3:36 p.m.