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17 September
Founder of Farnam Street (fs.blog) and host of The Knowledge Project podcast. Writes and curates on decision-making, mental models and rational thinking.
From hard moments to the main stage, celebrating more than a decade of life and friendship with @BrentBeshore Related
16 September
CEO of Positive Sum and founder of Colossus. Hosts Invest Like the Best, interviewing investors and business leaders; the guests do most of the talking there.
Despite being widely regarded as one of the best venture investors of all time, Michael Moritz says he's never once felt like he was good at something: "I've never felt I'm really good at something. That's not false modesty on my part. Everybody is plagued by doubts and competitiveness. And it's a failing on my part. I have a very difficult time celebrating good things and celebrating success. I think I've always felt everything is unfinished and could be improved. None of it's ever been perfect. Sometimes when I paint and compare a painting to what I might have been able to paint 10 years ag… Quoting @patrick_oshag My conversation with Michael Moritz, one of the great venture investors of the last 40 years. Michael joined Sequoia in 1986 and co-led the firm with Doug Leone (@dougleone) from 1995 to 2012. His investments include Google, Yahoo, PayPal, and Stripe. His new book, Ausländer, traces his parents' es… Related
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.
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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13 September
Physicist and science communicator. Writes Backreaction and makes videos explaining new physics and astronomy results, frequently to argue that the headline about them overstates the case.
Midwit here! If the OpenAI Navier Stokes proof had been dropped online by an introverted mathematician who no one previously heard of, you'd all be celebrating the enormous breakthrough and analyzing it rather than writing tales about the demise of maths. OpenAI Related
11 September
Writes The Pragmatic Engineer, the software-engineering newsletter, and wrote The Software Engineer's Guidebook. Formerly an engineering manager at Uber, and at Microsoft/Skype and Skyscanner before that.
Their words
All of these are things that power users IMMEDIATELY notice and get annoyed. But there's no good way to report them, and the eng teams clearly are flying blind, patting themselves on the back how everything is up velocity-wise... but product quality got degraded! And they don't even know
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@GergelyOrosz on X x.com
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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6 September
Co-founder of AQR Capital Management; quantitative investor and writer.
Can you design a portfolio that is behind January through September but in the fourth quarter kicks the hell out of everyone? Quoting @shortsqueeznews BREAKING: Several Knicks players, such as Jalen Brunson, Josh Hart, and Mikal Bridges have reportedly become Goldman Sachs Private Wealth Management clients to reunite with former Villanova teammate Matt Kennedy as their financial advisor. The Villanova-to-New York Knicks pipeline runs deep. Related
4 September
Web designer; founder of SimpleBits, co-founder of Dribbble, and author of Bulletproof Web Design and Handcrafted CSS.
Mastodon Celebrating 100 issues of my Studio Notes™ newsletter today. Also, all Goods are 25% off through next week. Use code HUNDRED 💯 simplebits.com
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Bluesky Celebrating 100 issues of my Studio Notes™ newsletter today. Also, all Goods are 25% off through next week. Use code HUNDRED 💯 simplebits.com
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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
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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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.
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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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
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.
29 July
Co-founder of WordPress and founder of Automattic; blogs at ma.tt.
Jose-Miguel x Ryo Fukui I was only able to catch the tail end, but Jose-Miguel Yamal, alongside Thomas Helton and Sam Knight, did an awesome tribute celebrating the 50th anniversary of Ryo Fukui’s Scenery at Echoes in Houston. Jose-Miguel is t…
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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.
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.
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
21 April
Creator of Ruby on Rails, CTO of 37signals, and creator of Omarchy.
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
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7 February
Mac and iOS developer; founder of Red Sweater Software (MarsEdit, FastScripts) and co-host of the Core Intuition podcast.
I was on The Talk Show with @gruber, and took a (micro) beating for celebrating AI. It didn't make a dent in my enthusiasm. It's here, we're going to use it, no matter what. Let's use it well. I wish I'd threaded them, but start here if interested: mastodon.social
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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.
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youtube.com
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.
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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
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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