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The Way I Are
w.228 | JP Morgan Letter, Death of Deloitte, Inter Millennial Conflict, Timbaland
Apr 13
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The Way I Are
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Staring at the Sun
w.227 | Stripe, Demographics, Investment Office Playbook, AI Replacing Services, The Totality
Apr 7
2
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Staring at the Sun
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March 2024
Destiny
w.226 | Pershing Square, AI Reports, Thiel Fellows, YC Pitches, Workwear
Mar 31
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Destiny
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Loud Pipes
w.225 | Gambling, VC Mistakes, Types of Founders, Good Movies, SXSW
Mar 11
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Loud Pipes
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February 2024
Make Your Own Kind Of Music
w.224 | Berkshire, EdTech Market, Beehiiv, Art & Culture, Creativity.
Feb 26
2
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Make Your Own Kind Of Music
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Look At What The Light Did Now
w.223 | 2U, Data-Driven VC, Active vs Passive Mangement (redux), Nvidia
Feb 19
1
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Look At What The Light Did Now
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You've Got A Friend
w.222 | Rabois, The Supply Times, Early Stage Valuation Trends, Credit Card Balances, Passive vs Active
Feb 11
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You've Got A Friend
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Texas Sun
w.221 | Startup Growth, Layoffs, China, SaaS Predictions, Viral Charts, "Write the Right Stuff"
Feb 4
1
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Texas Sun
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January 2024
Sailing Through Rainbows of Sound
w.220 | Unicorn Retrospective, Real Estate and Housing, Occupational Licensing, Final Foundry
Jan 22
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Sailing Through Rainbows of Sound
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Punching in a Dream
w.219 | 2024 Predictions, State of Startups and VC, Easy Money, Policy & Politics
Jan 15
1
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Punching in a Dream
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December 2023
Flagpole Sitta
w.218 | State Dynamism, AI & Lawsuits, Crypto & Wealth Attitudes, Six Charts of 2023 Economy, & MCM Credenza
Dec 31, 2023
2
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Flagpole Sitta
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Find Your People
w.217 | Charlie Munger, Podcasting, Duolingo, TTD & IA, Expectations v Agreement, Prediction Machines
Dec 11, 2023
2
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Find Your People
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