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18 September
Criminal defence lawyer in New York; writes Simple Justice, mostly about how criminal law works in practice rather than in theory.
Marketing author and daily blogger; founder of the altMBA and the Akimbo workshops, and author of books including Purple Cow and This Is Marketing.
A series of bad decisions Sometimes we make poor choices. And, unrelated to that, sometimes bad luck happens. The real problem kicks in after that. One bad decision after another. Choices that compound the problem instead of solving it. Digging…
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16 September
Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.
15 September
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
x.com The optimal portfolio of the last 54 years had 36% U.S. housing. Run the same optimizer only through 1998 and U.S. housing doesn't appear at all. My latest on the best portfolio over the last 50 years (and why it's an illusion): ofdollarsanddata.com
America Related
Blog What Was the Best Portfolio Over the Last 50 Years? A few months ago, I analyzed U.S. stock returns over the last century. Today, I'm going to determine the best portfolio over the last 50 years among the following asset classes: U.S. Stocks International Stocks Real Est…
America Related
Web developer and writer; an early GitHub employee, author of speaking.io and of widely read essays on startups and product.
Bluesky Added a new runway feature to signed.com to sort which of my portfolio companies are facing cash crunches. (As a side note, always fascinated by startups who run out of cash and haven't talked to their investors about it. That's what they're there for, to help!) startups Related
x.com Added a new runway feature to @signedco to sort which of my portfolio companies are facing cash crunches. (As a side note, always fascinated by startups who run out of cash and haven't talked to their investors about it. That's what they're there for, to help!) startups Related
14 September
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
AI Is Already In Dangerous Hands If you liked this piece, you should subscribe to my premium newsletter, and you can subscribe on the following links: $70 a year, $18 a quarter, or $7 a month. In return you get a weekly newsletter that’s usually anywhe…
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10 September
American historian of Central and Eastern Europe and the Holocaust; author of Bloodlands, On Tyranny and On Freedom, and writer of the newsletter 'Thinking about...'.
8 September
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
Concentration Risk If you liked this piece, you should subscribe to my premium newsletter, and you can subscribe on the following links: $70 a year, $18 a quarter, or $7 a month. In return you get a weekly newsletter that’s usually anywhe…
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Product designer and entrepreneur; author of Mobile First and Web Form Design; formerly a product director at Google; now building AI products.
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
I was an early reader of The Awesome Portfolio. Definitely a good one, like the rest of his library. Give it a read! Quoting @dailydirtnap The Awesome Portfolio is out in the wild! So much gratitude, for everything. Related
4 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Good question about having a mid-life crisis w/your investments It's harder to sit through stock market losses w/a bigger portfolio The next stock market crash will be a lot more painful for a new group of wealthier investors w/more $$$ at stake Related
3 September
Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.
How large is Snowflake's AI revenue? Management lowered product gross margin guidance from 76% → 74% due to "fast-growing AI workloads." If GPU inference runs at ~25%–35% gross margins, that 200 bps compression implies ~$60M–$75M/quarter (~$240M–$300M ARR) in direct AI token consumption. Related
Co-founder and CEO of Linear; previously principal designer at Airbnb, where he led the Design Language System, and founding designer at Coinbase.
Thanks @jasonlk! Lot to do still but: 1) @linear is used by pretty much by all major labs/ai companies out there 2) our MCP traffic grows 50% MoM 3) we have the most agent integrations and active usage than any platform like this (3rd party, in-house agents) 4) our AI revenue (loops, coding sessions) has grown about 500% per quarter 5) we are closing several public companies/enterprises each quarter to help them coordinate their agent work Quoting @HarryStebbings The Bull Case for Linear Being a $100BN Company: "Linear is the clear winner. They have built an agentic product first that allows us to build 100x more software, and that means 100x more features than ever before. Humans cannot keep up with it, and humans still have to work with agents. If every h… MCP Related
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
From one piece
How to Invest When Your Portfolio Gets Bigger
2 beliefs, in the piece's order there
2 September
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
1 September
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
Hyperscale Normalization If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, inclu…
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Web standards author and speaker; wrote the CSS: The Definitive Guide series and co-founded the An Event Apart conference.
Article starts out, literally kicks off the opening sentence with, “We’ve all used AI to help us write code” and brudda, let me stop you right the hell there. No, we all have not. Some of us are still resolutely hewing code out of text editors and actual human thinking, and it’s still usually better than whatever your steroidal autocomplete extruded for you. Related
29 August
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
27 August
Software engineer, Wikipedia editor and crypto critic; writes Citation Needed and runs Web3 is Going Just Great.
there should be a term for the specific psychosis that kicks in once a tech founder's net worth hits ten figures and he starts talking about AMH levels Related
25 August
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
The AI Hater's Manifesto If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, inclu…
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Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
From one piece
Why I Was Wrong to Be Bearish on U.S. Stocks
2 beliefs, in the piece's order there
24 August
Indian software developer and prolific blogger on PHP, Laravel and JavaScript; open-source enthusiast publishing near-daily at amitmerchant.com.
Cool stuff I stumbled upon lately on the internet: https://t.co/wbWCvAzz8O - Letters of Love https://t.co/i8ajliOOwt - Deterministic geometric blobatars https://t.co/eK5LP1WYyE - Agent behavior https://t.co/WTGC9P1ZQK - Cool portfolio Related
18 August
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
What Happens If OpenAI Dies? If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, inclu…
OpenAI Related
14 August
Moroccan senior frontend developer writing at smakosh.com; builds side projects and client work under Smakosh LLC.
10 August
Creator of the Keras deep-learning library and the ARC-AGI benchmark.
Their words
Coding isn't yet another application domain -- it's the meta-skill required for AI to automatically develop its own training material, via symbolic world models. That's how the RSI loop actually kicks off.
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@fchollet on X x.com
9 August
Cartoonist and comics theorist, author of Understanding Comics, Reinventing Comics, Making Comics and the graphic novel The Sculptor.
8 August
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.
Their words
Be sure to check out our Masters in Business next week with Dr. Ankur Crawford, EVP and Portfolio Manager at Alger.
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ritholtz.com
28 July
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
26 July
Creator of Ruby on Rails, CTO of 37signals, and creator of Omarchy.
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
24 July
Brazilian-American staff software engineer working on platforms, AI and developer productivity. Writes about engineering and his setup at ivansantos.me.
17 July
General partner at Andreessen Horowitz from 2013 to 2018 and CTO of Coinbase from 2018 to 2019; co-founder of Counsyl and Earn.com. Wrote The Network State (2022), free in full at thenetworkstate.com, and founded the Network School.
I don’t usually post DMs, but this is a rare exception as I actually asked him before doing so and he consented. Danial is a local Malaysian. Several months ago he asked “Would be cool if you could repost our current portfolio of projects as well, under KD Labs 👀”. I invited him to the Network School campus, as I do many Malaysian builders. He also said he wanted to build a virtual campus for Malaysians, a similar vision to me regarding a network state. Of course, I support him in that vision! And of course it shows that the concept of the network state, like the concept of cryptocurrency, h… Quoting @masterofnone The Network School (@ns) drama is all over the Internet What's really happening? I'm Malaysian & Irish ~ born and raised in London. Recently moved back to 🇲🇾 for good. My plan? To help build Malaysia's AI Builders Hub (@KrackedDevs) ~ upskilling our people, pulling Malaysian builders together, an… Related
12 July
Economist specialising in global income inequality; formerly lead economist in the World Bank research department, now at the CUNY Graduate Center and author of the Global Inequality and More newsletter.
3 July
London-based front-end architect, web developer evangelist and cloud consultant; Microsoft MVP. Writes at praveen.science and answers on Stack Overflow.
2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
18 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
26 April
Co-founder and CEO of Snap Inc., the company behind Snapchat, which he started in 2011 while studying product design at Stanford.
Their words
Design is really about, you know, empathizing with your customer, empathizing with your audience, your viewer, whoever it is, and then building something that will really resonates with them. And And that means you need to have a an extraordinary amount of range.
Show the whole quote
youtube.com
23 March
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
13 March
Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.
data centers
Their words
Um, and then you stack on 70 this year, 80 next year, growing to 100 by 2030. You're at like 700 EV tools by the end of the decade. Um, 700 EV tools, three and a half tools per gigawatt. um assuming it's all allocated to AI which it's not but three and a half tools per gigawatt gets you to 200 gigawatts worth of AI chips for the data centers to deploy
Show the whole quote
youtube.com
19 February
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
29 December 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
This was the first year in a long time that the US stock index (VTI) got trounced by International stocks (VXUS). I was shocked by this difference: VTI: +18.6% VXUS: +33% (!!) This was good for my @Betterment account, which holds about an allocation of non-US stocks and has thus lagged a US-only portfolio for a while. Even after this run, VXUS is much cheaper, trading at a P/E ratio of 17 (and paying a 3.6% dividend) versus our ~27 ratio for the US index which a paltry 1.1 dividend. Will the outperformance continue in the coming years to help these two competitors even back out? Historically… Related
12 November 2025
Chairman and chief executive of Microsoft since 2014; joined the company in 1992 and ran its cloud business before that.
18 August 2025
Co-founder of the AI agent company Sierra, and previously an eighteen-year Google executive who ran product for Workspace, virtual and augmented reality, and Google Labs.
Their words
And it came back and half of them were great, a quarter of them were total garbage and a quarter needed some work. But like it was, you know, in a way him working the entire weekend with, you know, guidance from him.
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youtube.com
16 July 2025
Chairman and chief executive of JPMorgan Chase, which he has led since 2005 after turning around Bank One.
Their words
So you if you look at the leverage in some of these securitization books and mortgage books if you have 30 times leverage and you're getting 20% of the profits you'll go to 40 times leverage. It's just going to it's literally will add you know 25% to your bonus.
Show the whole quote
youtube.com
11 July 2025
Front-end developer and writer; co-founder of CodePen, founder of CSS-Tricks, and co-host of the ShopTalk Show podcast.
21 May 2025
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
19 January 2025
Growth advisor and operator who has led growth at Miro, Amplitude, Dropbox and SurveyMonkey.
Their words
I try to focus 20% 20 to 25% of growth team's time annually, not every given sprint, not every given quarter, but annually, to introduce a new growth loop.
Show the whole quote
youtube.com
20 December 2024
Writes about the biotech industry, drug development and forecasting — “I write to learn, mostly about biotech.”
2 December 2024
Scottish crime writer, author of the Tony Hill and Karen Pirie novels; former journalist and broadcaster.
Royal Literary Fund applications for hardship grants for professional writers rose almost five-fold to 400% in the first financial quarter of 2024. RLF makes grants to authors who have traditionally published at least two books who are experiencing “reduced income” or “a change in circumstances”. Related
8 July 2024
Cryptography engineer; maintains Go's cryptography libraries as a full-time open-source maintainer, funded directly by companies that use them.
open source
Their words
Clients still pay a fixed monthly retainer to ensure the professional maintenance of the whole portfolio, and to get access to the expertise of all of Geomys’ maintainers.
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words.filippo.io
9 December 2023
Economic historian writing on the Industrial Revolution, the Great Divergence and the origins of modern growth.
Celebrating the end of a… the quarter. Related
25 January 2022
Co-founder of Netscape and of the venture firm Andreessen Horowitz. Argues at length for building things, mostly in short form.
Their words
success or failure is not at the unit of an individual investment. Right? Success or failure is at the level of a portfolio.
Show the whole quote
youtube.com
22 September 2020
Engineering leader and writer; wrote The Manager's Path and Platform Engineering, and blogs at Elided Branches.
The Management Flywheel Have you ever worked on a team that felt like it was just stuck in a rut? Somehow things were always just one fix away from improving: the next project, the next quarter, the next hire, this would turn the situation aro…
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A korrent is a belief a person has stated in their own words: one
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