30 Lessons at 30
This year, I’ve received a lot of outreach from investors leaving their firms to start their own—many times more than any other outreach I get.
A Letter a Day
Letters from Investors, Founders, and Operators.
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Latest episodes
Letter #339: Oscar Hattink (2026)
Founder of BlueDrive Global and Partner at TCI and Theleme | Closing Investor Letter
Letter #338: Mala Gaonkar and Nicolai Tangen (2026)
Founder of SurgoCap Partners & PM at Lone Pine Capital and CEO of Norges Bank Investment Management | In Good Company Podcast
Letter #337: Angela Aldrich, Michael Mauboussin, and Tano Santos
Bayberry Capital Founder, Counterpoint Global Head of Consilient Research, and Columbia Business School Professor of Asset Management and Pricing | Developing A Differentiated View
The Document
by Ella Papanek | Multi-agent (psycho)analysis of 10yrs of my life.
Letter #336: Alex Karp (2026)
Palantir Co-Founder & CEO | Frontier vs Open AI
Letter #335: Peter Kagan, David Foley, and Zach Schreiber (2015)
Warburg Pincus Energy MD, Blackstone Energy CEO, and Point State Capital Chairman & CIO | Financing our Energy Future
The Structural Case for Open-Source AI
Why Open-Source AI is overdetermined
Letter #334: Deven Parekh (2025)
Insight Partners Managing Director | 30 Years of Insight Partners
SpaceX is building a planetary starter kit
What if everything goes right?
Letter #333: Luca Ferrari (2026)
Bending Spoons Cofounder & CEO | S-1 Letter from the Team
Alphabet is Berkshire Hathaway 2.0
Earlier this week, Alphabet announced Berkshire Hathaway was investing $10bn in a private placement as part of a larger $80bn equity capital raise to expand AI infrastructure and compute.
Letter #332: Alex Sacerdote and Leon Shaulov (2026)
Founder of Whale Rock and Founder of Maplelane Capital | Intelligence as Infrastructure: How AI is Rewiring the Economy
Can the Market Absorb Three Trillion-Dollar IPOs?
A memo on the upcoming mega IPOs
Letter #331: Red Emmerson (2019)
Founder of Sierra Pacific Industries | Ready for the Next Big Thing
AI Isn't Coming for Your Mind. It's Coming Through It.
Last week, I saw the following tweet from Anthropic:
Letter #330: Ken Griffin, Robyn Grew, Michael O'Leary, and David Rubenstein (2026)
Citadel Founder, Man Group CEO, Ryanair CEO, and Carlyle Founder | Leading with Vision and Resilience
Letter #329: Paula Volent and Malin Norberg (2024)
Rockefeller University CIO and Norges Bank CIO Market Strategies | Allocating in a Volatile World
Letter #328: Greg Abel (2026)
CEO of Berkshire Hathaway | First annual shareholder letter
Letter #327: John Ternus (2024)
Incoming Apple CEO | 2024 Penn Engineering Commencement Speech