Letters from Investors, Founders, and Operators.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 394 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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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
*KG Note
Can the Market Absorb Three Trillion-Dollar IPOs?
A memo on the upcoming mega IPOs
Last week, SpaceX’s S-1 was released to the public. A number of people pinged me about a private memo I had previously circulated and asked me to publish it so they could share it with others to discuss. I’...
Letter #331: Red Emmerson (2019)
Founder of Sierra Pacific Industries | Ready for the Next Big Thing
*KG Note
AI Isn't Coming for Your Mind. It's Coming Through It.
Last week, I saw the following tweet from Anthropic:
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
*KG Note
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