Letters from Investors, Founders, and Operators.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 412 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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Letter #343: Bill Oberndorf (2025)
Founder of Oberndorf Enterprises and SPO | Value Investing, Educational Equity, and Purpose-Driven Leaders
*KG Note
From Supplier to Platform: China’s Bid to Be the World’s AI Stack
Open weights are the wedge—not the endgame, or: why Jensen Huang was right
*KG Note
Letter #342: Eileen Gu and Jay Shetty (2026)
Olympic Skier & Model and Founder of Jay Shetty Media | On Purpose Podcast
*KG Note
Anthology #5: Tim Cook
Today was Tim Cook’s final day at the helm of Apple. I’ve never met him (I’d like to! — please let me know if you can make this happen), but alongside Joy Covey, he’s one of the operators I most admire—and like Joy, I believe he’s underappr...
Letter #341: Jeff Dean and Dawn Song (2026)
Founder of Discovery Loop and VP at Meta | 2026 Frontier & Pioneer Symposium Fireside Chat
*KG Note: I’m running some experiments with a friend. If you have 2 minutes, I’d love you to answer these two questions.
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