Compilations

nanos gigantum humeris insidentes

Over the years, I’ve had the opportunity to meet a number of the Giants whose shoulders I stand upon. All of them made a lasting impact.

Stan Druckenmiller once told me that the best way to understand an industry is to look at every company in it. I’ve found that this (mostly) works for people too. To understand people, read everything they’ve ever published, and listen to every talk they’ve ever given. As I did this, my friends started to ask what I was reading.

After meeting Peter Kaufman, I sent him a write-up of our meeting. He wrote back, encouraging me to continue to write things up, that it was exactly the right thing to do: to write everything up and to organize them. He collected his writings and notes in binders. I’m collecting mine here (and in Roam Research).

  • Currently, the *full* Roam database is only available to Patreon supporters. If you’d like access, please consider supporting me there.
  • In the meantime, to get an idea of what the Roam database looks like, check out this introductory DB with over 650 essays essays, articles, and interviews from/by Bill Gurley, Peter Thiel, and Josh Wolfe.

If you enjoy these compilations, be sure to check out my newsletter A Letter a Day, where I share notes on one letter a day, sometimes from my compilations, sometimes not. It’s the best way to keep up with what I’m reading and see how I think about things.

I hope you enjoy!

*Support:
I spend about 20 hours a week digging through and organizing the internet, old faxes, shareholder letters, magazines, and company filings. Given the niche audience, advertisers are very hard to come by. If you’d like to support my efforts, you can do so in one of the following ways:
1) Patreon
2) Buy me a coffee
3) Venmo: @kgao9
4) Bitcoin: 1MJuzLRUAtTd6NLFYvDS49z5bTFoKgEez2

**Notes:
– Asterisks signify compilations by other people
– Investors listed in alphabetical order by last name
– Unlinked names are works in progress

COVID-19 Coverage:
Balaji Srinivasan, a16z/Counsyl
Corona Memos, Sequoia/Lux/First Round/a16z/Oaktree/Pershing Square/Citadel/Elliott/JPM/AMZN/NFLX/PDD/USV/NEA/Mayfield/Bond
Corona Memos (Downloadable)

Graduation Speeches:
Dear Graduates…, Einstein/Feynman/Chomsky/Norvig/Wilson/Brodsky/Watterson/ Morrison/DFW/Palmer/Dell/Jobs/Gates/Bezos/Musk/Munger/PTJ/Jurvetson/Thiel/ Smith/O’Brien/Sorkin/Whedon/Rhimes/Spielberg/FDR/Eisenhower/JFK/Reagan/ Obama
Dear Graduates… (Downloadable)

Crypto:
Intro to Bitcoin, Balaji/Satoshi/Huang/Rast/Nielsen/Wence/Andreessen/PTJ/ Pfeffer/Taleb/Naval/Green/Wolfe
Intro to Bitcoin (Downloadable)

Special Editions:
Lu Li, Himalaya Capital
Jeremy Liew, Lightspeed Venture Partners
Sarah Tavel, Benchmark/Greylock/Bessemer
Josh Wolfe, Lux Capital
Josh Wolfe_Volume 2, Lux Capital

Venture Investors:
Marc Andreessen, a16z/Ning/Netscape/Mosaic
Marc Andreessen “Lost Essays” Edition, Netscape
Marc Andreessen (official ebook)*, a16z
Jim Breyer, Breyer Capital/Accel Partners
Theresia Gouw, Aspect Ventures/Accel Partners
Paul Graham, Y Combinator
Kirsten Green, Forerunner Ventures
Bill Gurley, Benchmark Capital
Bill Gurley “Lost Essays” Edition, Benchmark Capital
Reid Hoffman, Greylock Partners
Ben Horowitz*, a16z
Steve Jurvetson, Future Ventures/Draper Fisher Jurvetson
Vinod Khosla, Khosla Ventures/Kleiner Perkins — See *Notes^^
Aileen Lee, Cowboy Ventures/Kleiner Perkins
Matt Mazzeo, Coatue/Lowercase
Ann Miura-Ko, Floodgate Fund
Naval Ravikant, AngelList
Danny Rimer, Index Ventures
Peter Thiel, Founders Fund
Don Valentine, Sequoia Capital
Fred Wilson*, Union Square Ventures

Enterprise Operators:
Jamie Dimon, JP Morgan
Lou Gerstner, IBM
Andy Grove and Gordon Moore ft. Arthur Rock and Bob Noyce, Intel
Peter Kaufman, Glenair
John Malone, Liberty Media
Tom Murphy, Capital Cities
Fred Smith ft. Jim Barksdale, FedEx
Jack Welch, General Electric
Dieter Zetsche, Daimler

Consumer/Retail Operators:
Bernard Arnault, LVMH
Jeff Bezos, Amazon
Arthur Blank and Bernie Marcus, Home Depot
Mark Cuban, Dallas Mavericks/Broadcast.com
Fabrizio Freda ft. Bill and Leonard Lauder, Estée Lauder
Phil Knight, Nike
Tim Koogle, Yahoo!
Ray Kroc, McDonald’s
Indra Nooyi, PepsiCo
Howard Schultz, Starbucks
Jim Sinegal, Costco Wholesale
Sam Walton, Walmart

Biotech CEOs:
Arthur Levinson, Genentech
Lars Sorensen, Novo Nordisk
P. Roy Vagelos, Merck/Regeneron

Creative CEOs:
Reed Hastings, Netflix
Brian Goldner, Hasbro
Bob Iger, Disney
Steve Jobs, Apple/Pixar
Bret Victor, Dynamicland

Technical CEOs:
Bill Anders, General Dynamics
Marc Benioff, Salesforce
Sergey Brin and Larry Page ft. Satya Nadella, Google/Alphabet
Jim Clark, Silicon Graphics/Netscape
Wilfred Corrigan, LSI Logic
Jack Dorsey, Square/Twitter
David Duffield, Workday/Peoplesoft
Larry Ellison, Oracle
Tony Fadell, Nest
Bill Gates, Microsoft
Jensen Huang, Nvidia
Elon Musk, SpaceX/Tesla/Hyperloop/Neuralink
Pierre Omidyar ft. Meg Whitman and John Donahoe, eBay
Stephen Wolfram, Wolfram Research

China Operators
Huateng (Pony) Ma, Tencent
Yun (Jack) Ma ft. David Wei and Daniel Zhang, Alibaba
Yongping Duan, BBK Electronics
Huang (Colin) Zheng, Pinduoduo

Future Operating Legends:
Joe Philleo, Stealth
Ben Stein, Stealth

Private Equity Investors:
Mark Leonard (Letters), Constellation Software
Stephen Schwarzman, Blackstone Group

Value Investors:
Michael Burry*, Scion Capital
Joel Greenblatt*, Gotham Funds
Bruce Greenwald*, Columbia University
Seth Klarman*, Baupost Group
Peter Lynch*, Fidelity
Howard Marks, Oaktree Capital
Michael Mauboussin, Counterpoint Global/Credit Suisse
Charlie Munger*, Berkshire Hathaway

Activist Investors:
Bill Ackman, Pershing Square Capital
Carl Icahn, Icahn Enterprises
Dan Loeb, Third Point Capital
Nelson Peltz, Trian Partners
Paul Singer and Jesse Cohn, Elliot Management

Macro Traders:
John Paulson, Paulson & Co.
Julian Robertson, Tiger Management
George Soros, Soros Fund Management/Quantum Fund
David Tepper, Appaloosa Management

Growth Equity Investors:
Alex Clayton, Meritech Capital
Mary Meeker, Bond Capital/Kleiner Perkins

Miscellaneous:
US vs. IBM, Antitrust Lawsuit
Tech (GOOG/AMZN/AAPL/FB) Antitrust Hearings, Pichai/Bezos/Cook/Zuckerberg

Private Collections:
Venture Investors:
Stewart Alsop, New Enterprise Associates
Michael Moritz, Sequoia
Value Investors:
Dennis Hong, Shawspring Partners
Mark Leonard (Full), Constellation Software
Nicholas Sleep, Nomad Investment Partnership
Macro Traders:
Stanley Druckenmiller, Duquesne Capital/Quantum Fund
Michael Green, Logica Capital/Canyon Capital
Paul Tudor Jones II, Tudor Investment Corporation
Technical CEOs
Sherman Fairchild, Fairchild Semiconductor
Henry Singleton, Teledyne
Venture Funds:
Accel
Sequoia Capital
Ventures West Capital