Paper 001
DeepSeek-R1: Incentivizing Reasoning Capability via RL Technical Paper expand +
Deck 002
Trends – Artificial Intelligence Sector Report expand +
Essay 003
Situational Awareness: The Decade Ahead
Leopold Aschenbrenner 2024
AI Essay expand +
Essay 004
Machines of Loving Grace AI Essay expand +
Book 005
Read Write Own Crypto expand +
Essay 006
Why AI Will Save the World AI Essay expand +
Report 007
Adani Group: How the World's 3rd Richest Man Is Pulling the Largest Con Short / Activist expand +
Manifesto 008
The Techno-Optimist Manifesto Worldview expand +
Report 009
Block: How Inflated User Metrics and 'Frictionless' Fraud Facilitation Enabled Insiders to Cash Out Short / Activist expand +
Essay 010
d/acc: Defensive Accelerationism Worldview expand +
Deck 011
Adapting to Endure VC Doctrine expand +
Paper 012
Training Compute-Optimal Large Language Models (Chinchilla)
Hoffmann et al. (DeepMind) 2022
Technical Paper expand +
Memo 013
Sea Change Macro Memo expand +
Memo 014
Bretton Woods III Macro Memo expand +
Report 015
State of Crypto Report Sector Report expand +
Book 016
What We Owe the Future Worldview expand +
Essay 017
AGI Ruin: A List of Lethalities Worldview expand +
Paper 018
Decentralized Society: Finding Web3's Soul
Weyl, Ohlhaver, Buterin 2022
Crypto expand +
Book 019
The Network State Worldview expand +
Memo 020
There They Go Again... Again Macro Memo expand +
Essay 021
Moore's Law for Everything AI Essay expand +
Memo 022
Waiting for the Last Dance Macro Memo expand +
Essay Series 023
The Most Important Century Worldview expand +
Essay 024
Endgame Crypto expand +
Tweetstorm 025
The On-Chain Revolution / Why NFTs Matter (Threads) Tweetstorm expand +
Essay 026
The Great Online Game VC Doctrine expand +
Book 027
The Cold Start Problem / Network Effects Bible VC Doctrine expand +
Essay 028
It's Time to Build VC Doctrine expand +
Memo 029
Coronavirus: The Black Swan of 2020 VC Doctrine expand +
Paper 030
Language Models are Few-Shot Learners (GPT-3)
Brown et al. (OpenAI) 2020
Technical Paper expand +
Paper 031
Scaling Laws for Neural Language Models
Kaplan et al. (OpenAI) 2020
Technical Paper expand +
Essay 032
The Changing World Order Macro Memo expand +
Essay 033
The Fraying of the US Global Currency Reserve System Macro Memo expand +
Report 034
Nikola: How to Parlay an Ocean of Lies Short / Activist expand +
Book 035
The Precipice: Existential Risk and the Future of Humanity Worldview expand +
Essay 036
The Scaling Hypothesis Worldview expand +
Essay 037
Maelstrom / Medium Essays (e.g., 'Dust on Crust') Crypto expand +
Essay 038
The Rise of the Solo Capitalists VC Doctrine expand +
Letter 039
IPO 2.0 / SPAC Investor Letters Crypto expand +
Report 040
Luckin Coffee (Anonymous Report Distributed by Muddy Waters)
Muddy Waters / Carson Block 2020
Short / Activist expand +
Essay 041
The Bitter Lesson AI Essay expand +
Essay 042
We Need a New Science of Progress
Patrick Collison & Tyler Cowen 2019
Worldview expand +
Essay 043
Why Decentralization Matters VC Doctrine expand +
Essay 044
Invisible Asymptotes VC Doctrine expand +
Whitepaper 045
Uniswap Whitepaper (Automated Market Maker) Technical Paper expand +
Essay 046
The Bullish Case for Bitcoin Crypto expand +
Book 047
The Bitcoin Standard Crypto expand +
Tweetstorm 048
How to Get Rich (Without Getting Lucky) Tweetstorm expand +
Book 049
Principles for Navigating Big Debt Crises Macro Memo expand +
Essay 050
Crypto Tokens: A Breakthrough in Open Network Design VC Doctrine expand +
Essay 051
The Four Fits Framework for Growth VC Doctrine expand +
Paper 052
Attention Is All You Need
Vaswani et al. (Google) 2017
Technical Paper expand +
Essay 053
Software 2.0 AI Essay expand +
Report 054
Big Ideas
ARK Invest (Cathie Wood) 2017
Sector Report expand +
Whitepaper 055
Solana: A New Architecture for a High Performance Blockchain Technical Paper expand +
Essay 056
Blitzscaling
Reid Hoffman & Chris Yeh 2016
VC Doctrine expand +
Essay 057
The New Moats VC Doctrine expand +
Report 058
State of the Cloud
Bessemer Venture Partners 2016
Sector Report expand +
Essay 059
Fat Protocols Crypto expand +
Research 060
Tesla Short Thesis Short / Activist expand +
Deck 061
Front Series A Pitch Deck (annotated)
Mathilde Collin / Front 2016
Pitch Deck expand +
Essay 062
Aggregation Theory VC Doctrine expand +
Report 063
Valeant: The Pharmaceutical Enron?
Andrew Left / Citron Research 2015
Short / Activist expand +
Deck 064
Peloton Series B Pitch Deck Pitch Deck expand +
Memo 065
Toast Investment Memo
Bessemer Venture Partners 2015
Pitch Deck expand +
Paper 066
Deep Residual Learning for Image Recognition (ResNet)
He, Zhang, Ren, Sun (Microsoft) 2015
Technical Paper expand +
Essay 067
Competition Is for Losers VC Doctrine expand +
Deck 068
Mobile Is Eating the World Sector Report expand +
Essay 069
Meditations on Moloch Worldview expand +
Book 070
Zero to One
Peter Thiel & Blake Masters 2014
Worldview expand +
Book 071
Superintelligence: Paths, Dangers, Strategies Worldview expand +
Essay 072
Do Things That Don't Scale VC Doctrine expand +
Essay 073
SaaS Metrics 2.0 VC Doctrine expand +
Whitepaper 074
Ethereum Whitepaper: A Next-Generation Smart Contract Platform Technical Paper expand +
Deck 075
DoorDash (PaloAltoDelivery) Seed Deck Pitch Deck expand +
Paper 076
Efficient Estimation of Word Representations (word2vec)
Mikolov et al. (Google) 2013
Technical Paper expand +
Essay 077
The Dark Enlightenment Worldview expand +
Essay 078
How to Get Startup Ideas VC Doctrine expand +
Paper 079
ImageNet Classification with Deep Convolutional Neural Networks (AlexNet)
Krizhevsky, Sutskever, Hinton 2012
Technical Paper expand +
Deck 080
Who Wants to Be a Millionaire? (Herbalife Short)
Bill Ackman / Pershing Square 2012
Short / Activist expand +
Report 081
OpenCloud Report Sector Report expand +
Essay 082
Why Software Is Eating the World VC Doctrine expand +
Essay 083
All Markets Are Not Created Equal / Note to Self on TAM VC Doctrine expand +
Manifesto 084
What Happened to the Future?
Founders Fund (Bruce Gibney) 2011
VC Doctrine expand +
Report 085
Sino-Forest Corporation (Strong Sell)
Carson Block / Muddy Waters 2011
Short / Activist expand +
Book 086
The Lean Startup / Minimum Viable Product VC Doctrine expand +
Essay 087
The Next Big Thing Will Start Out Looking Like a Toy VC Doctrine expand +
Deck 088
Airbnb Series A Pitch Deck
Airbnb (Brian Chesky et al.) 2009
Pitch Deck expand +
Memo 089
Reinvesting When Terrified Macro Memo expand +
Deck 090
RIP Good Times VC Doctrine expand +
Essay 091
1,000 True Fans VC Doctrine expand +
Whitepaper 092
Bitcoin: A Peer-to-Peer Electronic Cash System Technical Paper expand +
Op-Ed 093
Buy American. I Am. Macro Memo expand +
Presentation 094
Lehman Brothers Short Thesis (Ira Sohn)
David Einhorn / Greenlight 2008
Short / Activist expand +
Deck 095
UberCab Pitch Deck
Uber (Garrett Camp / Travis Kalanick) 2008
Pitch Deck expand +
Memo 096
The Race to the Bottom Macro Memo expand +
Essay Series 097
A Formalist Manifesto / An Open Letter to Open-Minded Progressives
Curtis Yarvin (Mencius Moldbug) 2007
Worldview expand +
Letter 098
Scion Capital Letters (Subprime Short) Short / Activist expand +
Memo 099
YouTube Investment Memo
Roelof Botha / Sequoia Capital 2005
Pitch Deck expand +
Deck 100
LinkedIn Series B Pitch Deck
Reid Hoffman / LinkedIn 2004
Pitch Deck expand +
Deck 101
Facebook (thefacebook) Media Kit / Early Pitch Pitch Deck expand +
Presentation 102
Fooling Some of the People All of the Time (Allied Capital Short)
David Einhorn / Greenlight 2002
Short / Activist expand +
Research 103
Enron Short Thesis Short / Activist expand +
Book 104
The Sovereign Individual
James Dale Davidson & Lord William Rees-Mogg 1997
Worldview expand +
Deck 105
Internet Trends Report Sector Report expand +
Essay 106
The Superinvestors of Graham-and-Doddsville Macro Memo expand +
Webpage 107
The Anti-Portfolio
Bessemer Venture Partners
Sector Report expand +
Report 108
State of Venture Report Sector Report expand +
