Letters from Investors, Founders, and Operators.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 403 | Founded | 6 years ago | Last Issue | 8 days ago |
| Active | |||||
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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
*KG Note
The Document
*KG Note: I’m in Amsterdam for the next 72 hours and then New York and Boston next week. If you have any recommendations (must-dos, must-sees, must-eats), are around, or know anyone fun/interesting I should meet, please reach out! (email;...
Letter #336: Alex Karp (2026)
Palantir Co-Founder & CEO | Frontier vs Open AI
*KG Note
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
*KG Note
The Structural Case for Open-Source AI
Why Open-Source AI is overdetermined
In the past month, we’ve seen DeepSeek raise its first round of outside capital, Fable become the first model to be taken offline due to national security measures, Microsoft move from a flat-rate to us...
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