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Friday, 12 June, 2026

Net Interest | Marc Rubinstein

Jules Rimet Still Gleaming

Ian's Blog: Nominal Returns | Ian Gutterman

Is SpaceX A Good D&O Risk?

Not Boring | Packy McCormick

Weekly Dose of Optimism #197

Tomasz Tunguz | Tomasz Tunguz

A CEO's Cost of Capital Advantage

Thursday, 11 June, 2026

Investing in AI | Rob May

How Much AI is in C3.ai?

Making Connections by Jax | Jax Vullinghs

Finetuning > Frontier?

A Wealth of Common Sense | Ben Carlson

The Barbell Portfolio

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: SpaceX

Peter G Schmidt | Peter G Schmidt

Can the Midwest build the anti-Cybertruck?

Melody Koh | Melody Koh, Partner @ NextView

The Memory Problem Isn't Retrieval