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19 September
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
If like me you like to read a transcript after you listen to an important talk here's a link to one: https://t.co/le3tWc7PUW "COVID-19 caused 15 million deaths, disrupted every life on the planet and cost our globe $45 trillion." Why the heck don't we know the root cause? Quoting @theallinpod All-In Summit: Bill Gurley (0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research: https://t.co/LrixEr9Bw6 @bgurley Related
15 September
Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.
I mean, if you take AI x-risk seriously this is like saying that people who worried about early Covid don't talk enough about whether or not test swabs are biodegradable. If he's right, it's a rounding error. If he's wrong but convincing—also a rounding error! Quoting @edzitron Coxon could've mentioned the environmental catastrophe of AI data centers, or how ChatGPT has led people to killing themselves and others. Instead, he retold a dramatized and manipulative version of the Hugging Face attack that left the AI labs blameless. Related
Epidemiologist; founded Your Local Epidemiologist in March 2020 to translate public-health science, and consults for organisations including the CDC.
10 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.
Mathematical biologist; Senior Lecturer in the Department of Mathematical Sciences at the University of Bath and author of The Maths of Life and Death and How to Expect the Unexpected.
1 September
Epidemiologist; founded Your Local Epidemiologist in March 2020 to translate public-health science, and consults for organisations including the CDC.
Economist at George Mason University, co-author of Marginal Revolution, host of Conversations with Tyler. Writes in short, dense claims about economics, culture and AI, and has moved position on AI in public more than once.
30 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.
Whenever you are told “Trust the experts” you are better off doing the opposite. Remember when Covid “Trust the experts” led to a civilizational hoax that broke our economy and retarded our children? The AI “Trust the experts” version will make that pale in comparison. I’d encourage all of you to approach this with wonder but also a healthy dose of skepticism. Related
26 August
Epidemiologist; founded Your Local Epidemiologist in March 2020 to translate public-health science, and consults for organisations including the CDC.
25 August
Epidemiologist; founded Your Local Epidemiologist in March 2020 to translate public-health science, and consults for organisations including the CDC.
13 August
Writer and academic, author of The Cult of Smart and How Elites Ate the Social Justice Movement; writes a daily newsletter on politics, education and culture.
29 July
Writer and consultant on formal methods and software correctness; author of Practical TLA+ and Logic for Programmers.
23 July
British designer and technologist; co-founder of the design studio BERG, which made Little Printer, and writer of the blog Interconnected.
Remember when you could pay like $20 and a goat would join your zoom call? I don’t think we talk enough about how weird it all got in covid Related
22 July
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
Europe
Their words
To put this same story another way, the European car industry in the early 2020s was a prime example of greedflation i.e. companies taking advantage of the COVID shock and other disruptions and to hike profits at the expense of consumers.
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adamtooze.substack.com
9 July
Product discovery coach; wrote Continuous Discovery Habits and writes Product Talk.
2 May
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.
In April 2026, US equities saw light in the midst of war and chaos. The S&P 500 rose 10.43%, its best month since April 2020, coming of COVID lows, and the ERP for the index dropped to 4.37%. The market was right then in being upbeat about the future. Is it right again? damodaran.com
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17 April
Emeritus Professor of Statistics at the University of Cambridge, former president of the Royal Statistical Society, and author of The Art of Statistics.
Delighted to see the Covid Inquiry used one of our Winton Centre graphics in their vaccine report (p 215). But they chose the 'medium' exposure (February), rather than the more relevant 'low' exposure (March). I think this is misleading. Related
27 February
Writer and developer. He runs the Latent Space newsletter and podcast about AI engineering, and writes essays on software and careers at swyx.io.
19 February
Emeritus Professor of Statistics at the University of Cambridge, former president of the Royal Statistical Society, and author of The Art of Statistics.
OSR questioning the Covid Inquiry's claim that modelling 'established' 23,000 fewer deaths if mandatory lockdown imposed a week earlier on March 16th. In fact this estimate is not only very uncertain, but also assumes voluntary measures were brought forward a week, to March 9th Quoting @StatsRegulation We have today written to the Covid-19 inquiry regarding the presentation of statistical modelling in the Executive Summary of its Module 2 report👇 Related
10 December 2025
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
Netflix Killed Hollywood. Then Covid Buried it. Related
16 November 2025
Game designer; wrote A Theory of Fun for Game Design and worked on Ultima Online and Star Wars Galaxies.
14 November 2025
Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.
4 September 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
China
Their words, before
There are obvious pricing problems in this scenario. With a new fab, a company can’t turn a profit selling a lagging-edge chip at the price that was previously dictated by a fully depreciated fab. Prices have to go up.
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Their words now
The COVID super-cycle, plus a new China supply line that does not care about capacity economics, points to a forever glut.
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19 January 2025
Historian at Stanford and the Hoover Institution; wrote Milton Friedman: The Last Conservative and Goddess of the Market, on Ayn Rand.
interest rates
Their words
Friedman and Schwartz becomes the playbook for the Federal Reserve. We have lived through this, the financial crisis. The Federal Reserve is ready to loan. Covid, the Federal Reserve does all kinds of new things, because no Federal Reserve chair wants to be in Friedman-Schwartz 2.0 that somebody writes, where they're the bad guy who let the economy meltdown.
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youtube.com
13 January 2025
Runs global health R&D at Open Philanthropy; writes about the science and medicine that could exist and does not.
7 October 2024
Mathematical biologist; Senior Lecturer in the Department of Mathematical Sciences at the University of Bath and author of The Maths of Life and Death and How to Expect the Unexpected.
20 August 2024
Economist at the Hoover Institution; wrote The Fiscal Theory of the Price Level and blogs as The Grumpy Economist.
9 February 2024
Writer and illustrator behind Wait But Why, a long-form blog of stick-figure-illustrated explainers on science, technology and society, and author of the book What's Our Problem?
Their words
In 2020, standing around during Covid with my dick in my hand like everyone else, I got myself a Quest 2. It was amazing. I loved it.
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waitbutwhy.com
13 December 2023
Research scientist at Anthropic; co-creator of the Variational Autoencoder and, with Jimmy Ba, of the Adam optimizer, two of the most widely used tools in deep learning.
Our paper on diffusion model objectives got accepted at NeurIPS'23 as an oral :-) @RuiqiGao will present our work at 10am CST. (Unfortunately I'm unable to be there myself due to getting covid) I'll post the slides below, feel free to reply with questions or comments. Quoting @RuiqiGao Looking for diffusion model advancements at #NeurIPS2023? Come to check our oral work "Understanding Diffusion Objectives as the ELBO with Simple Data Augmentation" w/ @dpkingma. New theoretical understanding, SOTA empirical results, and more! Arxiv: Related
13 March 2023
Deep-learning researcher and Turing Award laureate; founder of the Mila institute.
1 February 2023
Essayist; writes Astral Codex Ten, previously Slate Star Codex.
Their words, before
At this point I'd give it 60-40 it works.
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Their words now
More recent studies have found fluvoxamine does not treat COVID.
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1 December 2022
Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.
3 November 2022
Mathematical biologist; Senior Lecturer in the Department of Mathematical Sciences at the University of Bath and author of The Maths of Life and Death and How to Expect the Unexpected.
31 August 2022
Mathematical biologist; Senior Lecturer in the Department of Mathematical Sciences at the University of Bath and author of The Maths of Life and Death and How to Expect the Unexpected.
1 June 2022
Economist; former chief economist of the International Monetary Fund.
1 January 2022
Theoretical computer scientist, Schlumberger Centennial Chair of Computer Science at the University of Texas at Austin and director of its Quantum Information Center. Writes the blog Shtetl-Optimized.
Their words
Briefly, I think that this is one of the most important books so far of the twenty-first century.
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scottaaronson.blog
17 November 2021
Emeritus Professor of Statistics at the University of Cambridge, former president of the Royal Statistical Society, and author of The Art of Statistics.
1 August 2021
Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.
Testing Fractional doses of COVID-19 Vaccines Due to the enormous economic, health, and social costs of the COVID-19 pandemic, there are high expected social returns to investing in parallel in multiple approaches to accelerating vaccination. We argue there are hig…
Related
5 May 2021
Emeritus Professor of Statistics at the University of Cambridge, former president of the Royal Statistical Society, and author of The Art of Statistics.
1 April 2021
Emeritus Professor of Statistics at the University of Cambridge, former president of the Royal Statistical Society, and author of The Art of Statistics.
22 March 2021
Emeritus Professor of Statistics at the University of Cambridge, former president of the Royal Statistical Society, and author of The Art of Statistics.
20 October 2020
Emeritus Professor of Statistics at the University of Cambridge, former president of the Royal Statistical Society, and author of The Art of Statistics.
24 August 2020
General partner at Benchmark Capital for over two decades; was the lead analyst on Amazon's IPO before moving into venture capital. Writes Above the Crowd on tech and marketplace economics.
Going Public Circa 2020; Door #3: The SPAC If you are looking past or through Covid — and why not, all of Wall Street is — the topic du jour in Silicon Valley is Special Purpose Acquisition Companies, or SPACs. SPACs are all the rage, and everybody and their bro…
Related
16 June 2020
Co-founder and CEO of OpenAI; previously president of Y Combinator.
Project Covalence Almost every company and non-profit working on COVID-19 that I offered to help asked for support with clinical trials—for companies focusing on developing novel drugs, vaccines, and diagnostics, rapidly spinning up tria…
Related
4 June 2020
Historian of the Renaissance at the University of Chicago and a science-fiction novelist; wrote Terra Ignota and Inventing the Renaissance.
Their words
Using history to understand our present is a great impulse, but it means some of the false myths we tell about the Black Death and Renaissance are doing new damage, one of the most problematic in my view being the idea that sitting back and letting COVID kill will somehow by itself naturally make the economy turn around and enter a period of growth and rising wages.
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exurbe.com
30 March 2020
Co-founder and CEO of OpenAI; previously president of Y Combinator.
Please Fund More Science Experts on the COVID-19 pandemic seem to think there are three ways out—that is, for life, health, and the economy to return roughly to normal. Either we get a vaccine good enough that R0 for the world goes below 1, a g…
Related
15 March 2020
Co-founder and CEO of OpenAI; previously president of Y Combinator.
Funding for COVID-19 Projects I’m trying to fund startups/projects helping with COVID-19, because it’s basically the one thing I know how to do that can help. I think we will soon have enough testing capacity, so now I’d like to start funding more s…
startups Related
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