SleeperThoughts
Jared SleeperA collection of essays on investing, tech, tech investing and other extraneous topics
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 5 months ago | Last Issue | 3 months ago |
| Active | |||||
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sleeperthoughts.comLatest Issues
When the Gardenless Trade in Tulips
“The stock exchange is at once the fairest and most deceitful business in Europe, the noblest and most infamous in the world, the finest and most vulgar on earth. It is a quintessence of academic learning and a parade of fraudulence; a touc...
How SaaS Companies Will Fare in an AI World
For the last few months, I’ve been doing daily write-ups for each public SaaS company where I highlight the AI risks/opportunities around it- products launched to date, top startups, key quotes from earnings calls, etc.
It’s hard to keep t...
ChatGPT, You, Me: Wall-E?
Last fall a friend visiting from San Francisco shared something shocking: she was more comfortable disclosing some intimate details about her life to her AI therapist than to her husband. I remember feeling jarred and asking a slew of follo...
An Ode to Exigentialism
I often think about a rainy Saturday afternoon some years ago. My partner and I were lounging around in a Nolita apartment I’d rented from Airbnb to bridge a gap between leases- a classic lazy Saturday. At 3pm, the buzzer rang. A jolt of pa...
Beware the Banana Stands
This piece is an attempt to collect my thoughts on a type of business I’ve found particularly hard to analyze over time as an investor. I call them “Banana Stand Businesses,” a phrase taught to me early in my career by Antonio Rodriguez, a...
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Authors
The writers behind this newsletter.
Partner at Avenir, where I invest in startups. Honorary head of data science. Here to bring some analytical irreverence.
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