Reading
A map of what shapes how I think — start at the top, then open any shelf to go deeper. The reading behind Colendi, Banking.io, and MemexLab.
Start Here
- SITUATIONAL AWARENESS: The Decade Ahead AI strategy / timelines
- Deep Dive: The Transaction Foundation Models financial AI / data moat
- The lethal trifecta for AI agents agent security / operating risk
- Thoughts on the AI buildout AI infrastructure / capex
- Stripe and Solid-State Economics fintech infrastructure / platform economics
- Fast execution speed / founder doctrine
- How to Do Great Work ambition / work quality
- Judgment Is the Decisive Skill decision-making
- The Munger Operating System multidisciplinary thinking
- Aggregation Theory platform power / internet economics
- As We May Think Memex / knowledge systems
- The Scaling Hypothesis AI capability / exponential curves
- Our Dollar, Your Problem monetary system / geopolitics
- The Defense Reformation state capacity / hard-tech execution
- Palantir Ontology Best Practices ontology / institutional data systems
- Operating well - what I learned at Stripe company operating culture
- Politics and the English Language writing clarity / public voice
- The Tim Ferriss Show: David Deutsch and Naval Ravikant epistemology / optimism / wealth
- The Price Jensen Huang Chose to Pay To Build NVIDIA operator biography / sacrifice
- The Tail End time, family, mortality, priorities
AI, Agents, and Financial Infrastructure 20
- Agentic Reckoning: Enterprise AI has a runtime problem enterprise agent architecture
- Your Spending Needs Attention: Modeling Financial Habits with Transformers financial behavior modeling
- Anthropic Economic Index AI labor/workflow evidence
- Long-running cloud infrastructure for AI agents durable agent infrastructure
- Harness engineering: leveraging Codex in an agent-first world agent operating systems
- Why We Need Continual Learning adaptive AI systems
- Token problems: the workbook token economics / AI cost discipline
- Could AI's leading men become as powerful as Ford or Rockefeller? AI power / infrastructure control
- Alex Karp: We Need a New Manhattan Project state capacity / AI execution
- A week inside China's AI labs China execution tempo
- How To Scale Your Model compute mechanics
- Import AI 455: AI systems are about to start building themselves recursive AI progress
- Machines of Loving Grace frontier AI worldview, read critically
- World Models: Computing the Uncomputable AI frontier / simulation / agency
- Understanding Jane Street institutional edge / talent machine
- The Neobank Landscape banking market structure
- Big Banks Explore Joint Stablecoin monetary rails / incumbent response
- Underwriting Pirates credit risk / underwriting edge
- Nu Holdings (NU) emerging-market digital bank case study
- Six lessons from history's greatest financial crises crisis pattern recognition
Capital, Judgment, and Founder Agency 19
- Take Asymmetric Bets venture judgment / upside discipline
- A Brief History of the World of Venture Capital capital formation / power-law history
- Charlie Munger Archive mental models / capital allocation
- Poor Charlie's Almanack forewords multidisciplinary wisdom
- How to Get Rich Naval's leverage framework
- Almanack of Naval Ravikant wealth, judgment, happiness
- The #1 AI Agent for financial services practical AI-in-finance product surface
- Number Go Down crypto/monetary skepticism
- The Salomon Brothers Treasury Auction Scandal financial institution failure mode
- 532 Years long-duration financial/institutional framing
- Avoiding Death on the Yellow Brick Road venture survival / strategic risk
- You and Your Research Hamming on important work — why aren't you working on the most important problem in your field?
- High Agency founder/operator trait
- How To Be Successful Sam Altman's operating advice
- What I Wish Someone Had Told Me condensed founder lessons
- Relentlessly Resourceful Paul Graham's best founder trait frame
- Schlep Blindness where hidden opportunity lives
- Startup = Growth cleanest startup definition
- Crazy New Ideas why non-consensus ideas matter
Public Memex, Learning, and Writing 20
- How I Spent 17,784 Hours in 5 Years as a Startup Founder founder time allocation
- 1,000 True Fans audience / distribution / personal platform
- Travis Kalanick's Right-Hand Man Tells the Story of the Coup founder power and governance failure
- Grow the Puzzle Around You career/venture fit
- Steve Blank Innovation and Entrepreneurship customer development / startup method
- Research as Understanding research as deep model-building
- How To Understand Things comprehension discipline
- Peter Kaufman on the Multidisciplinary Approach latticework thinking
- Maker's Schedule, Manager's Schedule time architecture
- Measure: a mental model for decision-making decision calibration
- The Three Buckets of Knowledge history, psychology, physics as base models
- The Notecard System knowledge capture / Memex mechanics
- Reading Better reading quality over volume
- One Big Idea essay strategy / public writing
- Gwern Essays long-form internet-native scholarship
- Paul Graham Essays founder writing canon
- Writing is Thinking writing as cognition
- You Should Write Blogs why public thinking compounds
- Business History - Worldly Partners operating lessons from company history
- Marketplaces Guide: types, business models, network effects platform structure
Strategy, Institutions, Civilization, and Life 20
- The Dangerous Seduction of the Lifetime Value Formula unit economics / false precision
- How the Rise of the Railroads Gave Way to the World's First Org Chart infrastructure creates management systems
- The Brand Age brand power / distribution logic
- How This All Happened economic history / cycles
- The Talent Myth organizational failure mode
- The Electric Slide energy transition / industrial shift
- The Premise: The Lead User and the Machines That Build Machines recursive industrial infrastructure
- Why We Stopped Making Einsteins science culture / institutional decline
- Cargo Cult Science truth discipline / anti-bullshit filter
- Lessons of Biological History Durant-style pattern recognition
- 2050 long-horizon scenario thinking
- On Medici and Thiel patronage, capital, and exceptional talent
- The Renaissance Book That Heralded Growth origins of growth mentality
- Restricted Data nuclear history / state-scale science
- The Patriot: Shyam Sankar of Palantir ontology, state capacity, defense tech
- Brunello Cucinelli taste, craft, culture, long-term company building
- I just learned I only have months to live. This is what I want to say mortality / priority reset
- What Makes Us Happy? Harvard Grant Study / life architecture
- Paying Attention attention as scarce capital
- Your Life in Weeks time horizon / family / mortality