Q4 2018
- Own the Demand, Florent Crivello
- Some Frustrations with Advance Rates, Ali Hamed (CoVenture)
- The Tyranny of the S Curve, Kim Larsen
- The Dynamics of Network Effects, D'Arcy Coolican and Li Jin (a16z)
- ML & Investing Part 1: From Linear Regression to Ensembles of Decision Stumps, Kevin Zatloukal
- The growth of microbrands threatens consumer-goods giants, (The Economist)
- What might the next US recession look like?, Matthew C Klein (Financial Times)
- Classical Risk vs. Quantum Risk, Kanyi Maqubela
- ICSC Study: ‘Halo Effect’ Drives Online Sales From New Stores, Arthur Zaczkiewicz (WWD)
- The ‘Amazon Effect’ Can Drive Prices Up, Too, Leonid Bershidsky (WSJ)
- How Kirkland Signature Became One of Costco’s Biggest Success Stories, Sarah Nassauer (WSJ)
- The untold story of Stripe, Stephen Armstrong (Wired)
- Amazon a Money-Loser in Retail? Not in the U.S., Priya Anand (The Information)
Q3 2018
- What Billy Beane and Jim Simons Have in Common, Ted Seides
- “Who is the bogeyman this time? There are zombies out there.”, Trevor Noren (13D Research)
- Amazon is stuffing its search results pages with ads, Rani Molla (Vox)
- Growth and earnings in the “Online Platform Economy”: a comment on the new JPMorgan Chase Institute study, Libby Mishkin (Uber)
- Organizational Grit, Thomas H. Lee and Angela L. Duckworth (HBR)
- Why We Listen To Bad Forecasts, Morgan Housel (Collaborative Fund)
- Understanding Big Debt Crisis, Ray Dalio
- The Yield of an Empire, Jamie Catherwood (OSAM)
- How to know when better profit margins aren’t better for your company, Tim Koller and Jack McGinn (McKinsey)
- Benchmark Capital Stays Lean, Even After $14 Billion Bonanza, Rolfe Winkler (WSJ)
- IPOs Are Too Expensive and Cumbersome, Barry McCarthy (Spotify)
- 19 Minimum Viable Economy, Nick Grossman (USV)
Q2 2018
- 19 Tactics to Solve the Chicken-or-Egg Problem and Grow Your Marketplace, James Currier (Nfx)
- Ways to think about machine learning, Benedict Evans (a16z)
- You can’t forget to sell product’: E-commerce brands struggle to bring stories to life in-store, Hilary Milnes
- Inside the Binge Factory, Josef Adalian (Vulture)
- Invisible Asymptotes, Eugene Wei
- Measuring Uncertainty in the NFL using the Bayesian Bootstrap, Savvas Tjortjoglou
- Design to improve the general quality of life, Lucy Bourton (t’s Nice That)
- the 4 kinds of side businesses you can start, Justin Mares (Kettle & Fire)
- Three wild speculations from amateur quantitative macrohistory, Luke Muehlhauser (MIRI)
- The Gambler Who Cracked the Horse-Racing Code, Kit Chellel (Bloomberg)
- Online retail, consider the humble store, Jamie Powell (Financial Times)
- The Hyperfragmentation of Retail and Why the Biggest Winners are Digital Ad Platforms, not Microbrands, Namrata Patel (Airbnb / Minted)
- The Process Didn’t Have To Work, But It Did, Michael Levin (RTRSpodcast)
- Why Is the Human Brain So Efficient?, Liqun Luo (Stanford)
Q1 2018
- The Veni, Vidi, Vici of Voice, Antonio Garcia Martinez (Wired)
- Private Equity: Overvalued and Overrated?, Daniel Rasmussen (American Affairs Journal)
- Information Technology Market Cycles (A Brief History), Joel Monegro (Placeholder)
- The Playing Field, Graham Duncan (East Rock Capital)
- A Kingdom from Dust, Mark Arax (The California Sunday)
- For AI to Get Creative, It Must Learn the Rules—Then How to Break ‘Em, Chris Baraniuk (Scientific American)
- Pandas ← → SQL Basics Reference, Laura Fedoruk (Sunrun)
- What Silicon Valley tech VCs get wrong about consumer investing, Ryan Caldbeck (CircleUp)
- Why Competitive Advantages Die, Morgan Housel (Collaborative Fund)
- The end of the low volatility regime (continued)., Kiril Sokoloff (13D Research)
- The Marketplace Calculator, Arteen Arabshahi (Fika Ventures)
- New Things In New Ways, or Same Old Things In Old Ways?, Steven Sinofsky (a16z)
- Addition by Subtraction, Andy Weissman (USV)
- Amazon Go and the Future, Ben Thompson (Stratechery)
- Why Decentralization Matters, Chris Dixon (a16z)
- The Lifecycle of an Investment Idea, Ben Carlson (Ritholtz Wealth Management)
- ~$1 trillion of real estate is on the move … here’s why, Phil Levin (Facebook)
- Looking beyond accuracy to improve trust in machine learning, Shirin Glander (codecentric)
- Machine Learning won’t reach its potential without the human element, Sarah Catanzaro (Amplify Partners)
- Predicting Stock Returns Using Firm Characteristics, Jack Vogel (Alpha Architect)
Q4 2017
- 8 Fundamental Shifts Reshaping the Consumer Economy, Richie Siegel (Loose Threads)
- An Algorithm Is Coming for Your Food, Joseph Bien-Kahn (The Ringer)
- Helio: What Makes It Defensible?, Kyle Boston (CircleUp)
- Software 2.0, Andrej Karpathy (Tesla)
- Bitcoin Enlightenment, Brian Hoffman (OpenBazaar)
- The Improbable Origins of PowerPoint, David C. Brock (Spectrum)
- Two Sigma rapidly rises to top of quant hedge fund world, Robin Wigglesworth (Financial Times)
- Numerai’s Master Plan, Richard Craib (Numerai)
- America’s Retailers Have a New Target Customer: The 26-Year-Old Millennial, Ellen Byron (WSJ)
- How Often Does the Best Team Win? A Unified Approach to Understanding Randomness in North American Sport, Mike Lopez, Greg Matthews, Ben Baumer (Skidmore College, Loyola University, Smith College)
- The Case of the Bankerless Bubble, Josh Brown (Ritholtz Wealth Management)
- Knowing Your Audience, Craig Shapiro (Collaborative Fund)
- Quantitative Investing in Shampoo, Andy Weissman (USV)
- CircleUp's $125 Million Fund Looks To Bring Moneyball To Backing Consumer Brand Winners, Alex Konrad (Forbes)
- An Evening in Wonderland, Josh Brown (Ritholtz Wealth Management)
Q3 2017
- Introducing CircleUp Credit Advisors, Asher Hochberg (CircleUp)
- Daniel Kahneman Explains Multitasking, Daniel Kahneman and Shane Parrish (Farnam Street)
- The Lie of Averages, Corey Hoffstein (Newfound Research)
- What Jamie Dimon Is Missing About Bitcoin, Jeremy Philips (Spark Capital)
- Reconstruction of a Train Wreck: How Priming Research Went off the Rails, Ulrich Schimmack, Moritz Heene, and Kamini Kesavan (Replicability-Index)
- AI: Scary for the Right Reasons, Vinod Khosla (Khosla Ventures)
- Facial Recognition Is Getting Incredibly Powerful—and Ever More Controversial, Jamie Condliffe (MIT Technology Review)
- Profit Margins, Bayes’ Theorem, and the Dangers of Overconfidence, Jesse Livermore (Philosophical Economics)
- Founder Friendly, Fred Wilson (USV)
- Traditional Asset Tokenization, Stephen McKeon (University of Oregon)
- Brain vs. Brawn in Quantitative Private Equity Investing, Eric Taylor (CircleUp)
- We Survived Spreadsheets, and We’ll Survive AI, Greg Ip (WSJ)
- Marc Andreessen answers questions from Stripe Atlas founders, Patrick McKenzie (Stripe)
- The Trojan Horse: How Marketers, Retailers, and Artists Conceal Their True Intents, Shane Parrish (Farnam Street)
- The Mass Defunding of Higher Education That’s Yet to Come, Fredrik deBoer (Brooklyn College)
- The Cosmetics Counter Was Long Immune to Discounting. Not Anymore, Suzanne Kapner and Sharon Terlep (WSJ)
- The Step-By-Step PM Guide to Building Machine Learning Based Products, Yael Gavish (Fmr Facebook, CircleUp)
- Why Simple Beats Complex, Ben Carlson (Ritholtz Wealth Management)
Q2 2017
- Nike Thought It Didn’t Need Amazon—Then the Ground Shifted, Laura Stevens and Sara Germano (WSJ)
- Stock Picking Is Dying Because There Are No More Stocks to Pick, Christophe Vorlet (WSJ)
- Robots Are Eating Money Managers’ Lunch, Saijel Kishan (Bloomberg)
- A Growing Cancer: Forbes’ Midas List, Chamath Palihapitiya (Social Capital)
- Lies, Damned Lies, and Data Mining, Cliff Asness (AQR)
- Why Amazon's Acquisition Of Whole Foods Matters For Startupland, Tomasz Tunguz (Redpoint)
- Hedge Funds, Fees and Competitive Markets, Morgan Housel (Collaborative Fund)
- Tulips, Myths and Cryptocurrencies, Ben Thompson (Stratechery)
- The world’s most valuable resource is no longer oil, but data (The Economist)
- Over-Done Diligence, Nicolas Koumchatzky and Anton Andryeyev (Twitter)
- Over-Done Diligence, Chris Douvos (VIA)
- The Not So Simple Math on Venture Portfolio Size, Matt H. Lerner (500 Startups)
- Venture Capital is a Capacity Industry with Boom and Bust Cycles, Albert Wenger (USV)
- Hanging up my Spurs, Chris Sacca (Lowercase Capital)
- Ten Year Futures, Benedict Evans (a16z)
- Venture-Capital Firms Use Big Data to Seek Out the Next Big Thing, Alexander Davis (WSJ)
- Three Hard Lessons the Internet Is Teaching Traditional Stores, Christopher Mims (WSJ)
- Can a Man Responsible for $5 Trillion Convince You He’s Not Powerful?, Erik Schatzker (Bloomberg)
- From ‘Zombie Malls’ to Bonobos: What America’s Retail Transformation Looks Like, John Taggart & Kevin Granville (NY Times)
- Short Investing Rules, Morgan Housel (Collaborative Fund)
- What does Day 2 look like? -- 2017 Annual Shareholder Letter, Jeff Bezos (Amazon)
- What is Artificial Intelligence?, Sam Debrule (Journal)
- Diversification, Adaptation, and Stock Market Valuation, Philosophicalecon (Philosophical Economics)
Q1 2017
- How Aristotle Created the Computer, Chris Dixon (a16z, via The Atlantic)
- San Francisco’s Place in US Banking, Kaz Nejatian (Kash)
- Risk is How Much Time You Need, Morgan Housel (Collaborative Fund)
- Amazon’s Ambitions Unboxed: Stores for Furniture, Appliances and More, Nick Wingfield (WSJ)
- The Invisible Selling Machine, Stephen M. Baldwin (Fortune)
- Venture Capital's Goldilocks Problem, Sam Gerstenzang (Sidewalk Labs)
- Manifestos and Monopolies, Ben Thompson (Stratechery)
- The Making of a Brand, Morgan Housel (Collaborative Fund)
- Even the Masters of the Universe Are Threatened, Nanette Byrnes (MIT)
- The Somoan Pipeline, Mike Sager (California Sunday)
- Why Hollywood as we Know it is Already Over, Nick Bilton (Vanity Fair)
- The Day Harvard Stopped Being a Hedge Fund, Barry Ritholtz (Bloomberg)
- Mall Owners Rush to Get Out of the Mall Business, Esther Fung (WSJ)
- Bringing Outside Innovation Inside, Michael Ringel, Andrew Taylor and Hadi Zablit (BCG)
Q4 2016
- The Simple Economics of Machine Intelligence, Ajay Agrawal, Joshua Gans and Avi Goldfarb (HBR)
- Machine Learning for Economists, Neal Hughes (ABARES)
- Index Funds Are Taking Over The S&P 500, Tom McGinty, Sarah Krouse and Elliot Bentley (WSJ)
- The Next Billion Programmers (Won’t Use Git), Sam Gerstenzang (Sidewalk Labs)
- The Bad Side of a Good Idea, Morgan Housel (Collaborative Fund)
- We are on the Verge of a Consumer M&A Avalanche, Ryan Caldbeck (CircleUp)
- Overlooked Truths of Business and Investing Success, Morgan Housel (Collaborative Fund)
- Most of What You Probably Think about Investing is Wrong, Lawrence Hamtil (Fortune Financial)
- Inside a Moneymaking Machine Like No Other, Katherine Burton (Bloomberg)
- The Next-Gen Hedge Fund Stars: Data Crunching Computers, Alex Stevenson (NY Times)
- A Great Cost Migration is Upending the Financial Industry, Eric Balchunas (Bloomberg)
- A Dozen Things Warren Buffett and Charlie Munger Learned From See's Candies, Tren Griffin (25iq)
- Ken Iverson: The Cure for the Common MBA, Shane Parrish (Farnam Street)
- Facebook Marketplace and Craiglist, Marketplace Potential, What is Facebook?, Ben Thompson (Stratechery)
- How AI Will Change the World, Timothy Lee (Vox)
Q3 2016
Q2 2016
- The End of Accounting, Baruch Lev and Feng Gu (WSJ)
- Watch 6,000 years of people moving to cities, Brian Resnick (Vox)
- The Goldilocks Principle, Neill Occhiogrosso (Costano)
- The Next Renaissance is Upon Us, Shahin Farshchi (Lux Capital)
- Era of Lean Startups Nears an End, Sam Lessin (The Information)
- Notes for the Summer, Benedict Evans (a16z)
- The Fundraising Wisdom That Helped Our Founders Raise $18B in Follow-On Capital (First Round Capital)
- The Paradox of Active Management, Philosophicalecon (Philosophical Economics)
- The TV Industry Will Unravel Faster than you Think, Alex Taussig (Lightspeed)
- Why Active Management Fell Off a Cliff – Perhaps Permanently, Josh Brown (Ritholtz Wealth Management)
- Using ‘Inflection Points’ to Overcome Fintech Startup Distribution Challenges, Angela Strange and Alex Rampell (a16z)
- Disruption’s Long, Slow, Complex Journey, Steven Sinofsky (a16z)
- A Visual Introduction to Machine Learning, Stephanie Yee and Tony Chu (R2D3)
- Network Effects Arent Enough, Andrei Hagiu and Simon Rothman (HBR)
- Why Fiddling With Prices Doesn’t Work, Shane Parrish (Farnam Street)
- The Cost Of Bad Data Is The Illusion Of Knowledge, Tomasz Tunguz (Redpoint)
- Why Uber Won, Simon Rothman (Greylock Partners)
- Mastery of Ignorance, Lawrence Hamtil (Fortune Financial)
- To the equity partners of Philadelphia 76ers, L.P., Sam Hinkie (Former GM of the 76ers)
- A Dozen Things I’ve Learned from Chamath Palihapitiya, Tren Griffin (25iq)
Q1 2016
- Time is money is equity is growth, Jonathan Libov (USV)
- The Four Million Dollar Rule, Jason Calacanis
- Usermind, Ben Horowitz (a16z)
- You won't believe how Nike lost Steph to Under Armour, Ethan Strauss (ESPN)
- Two Powerful Mental Models: Network Effects and Critical Mass, Tren Griffin (a16z Guest)
- Why User Onboarding is the Most Important Part of the Customer Journey by 2.6x, Jackson Noel (Appcues)
- Mike Lloyd (Kill Friction)
- A Tiny TAM, Josh Brown (Ritholtz Wealth Management)
- What Pricing Implies About Product Market Fit For Startups, Tomasz Tunguz (Redpoint)
- The Watney Rule for Startups and the Return to the Old Normal (First Round Capital)
- What’s Next in Computing, Chris Dixon (a16z)
- Dare to make your startup Legendary, Mike Maples, Jr. (Floodgate)
- Building to Independence on Top of Other Platforms, Josh Elman (Greylock)
- What Pricing Implies About Product Market Fit For Startups, Tomasz Tunguz (Redpoint)
- Someone Asked for Advice about Getting into VC..., Kanyi Maqubela (Collaborative Fund)
- Pricing to Perfection is so 2015, Guy Turner (Hyde Park Venture Partners)
- The Power of Data Network Effects, Matt Turck (FirstMark)
- How to Hire, Henry Ward (eShares)
Q4 2015
- Here’s a Step-By-Step Guide on how to Make your Own Explainer Video for your Product, Karim Amrani
- Capturing An Excess Return Premium For Illiquidity Is A Privilege Not A Right, Michael Kitces (Bates)
- A Guide to Marketplaces, Boris Wertz (Version One)
- Getting to “Technical Enough” as a Product Manager, Lulu Cheng (Pinterest)
- The Artist Formerly Known as Ecommerce, Kara Nortman (Upfront Ventures)
- The Death of Paper, Steve Waterhouse (Pantera Capital)
- Reinventing the Deal (The Economist)
- Why Startups Are Growing Faster Today Than Ever Before, Tomasz Tunguz (Redpoint)
- What To Do When Your Competitor Gets Funded?, Mark Suster (Upfront Ventures)
- Path Dependency, Infrastructure, and Entrepreneurship, Max Wessel (Sapphire VC)
- Cohorts and (engagement) LTV, Jonathan Hsu (Social Capital)
- Default Dead or Default Alive, Paul Graham (Y Combinator)
- Cohorts and (revenue) LTV, Jonathan Hsu (Social Capital)
- Building a Design-Driven Culture, Jennifer Kilian (McKinsey&Company)
Q3 2015
- Aggregation Theory, Ben Thompson (Stratechery)
- Accounting for Revenue Growth, Jonathan Hsu (Social Capital)
- Accounting for User Growth, Jonathan Hsu (Social Capital)
- 300 Baud Modems and Autonomous Vehicles, Josh Kopelman (First Round)
- 16 Startup Metrics, Jeff Jordan and Team (a16z)
- Will your company exist in a post-Uber world?, JPascal Levy-Garboua (Checkr)
- Mental Models and Worldly Wisdom, Tren Griffin (25iq)
- Not Every Startup Should Be Venture Backed, Sarah Guo (Greylock)
- What I’ve Learned About Venture Funding, Mark Suster (Upfront Ventures)
- How Technology is Changing the World, P&G Edition, Ben Thompson (Stratechery)
- The Beginning of the End or the End of the Beginning, Brad Feld (Foundry Group)
- Networks, Firms and Markets, Albert Wenger (USV)
- Getting Reoriented, Venkatesh Rao (Breaking Smart)
- Office, Messaging and Verbs, Benedict Evans (a16z)
Q2 2015
- Power Laws in Venture, Jerry Neumann (Neu VC)
- Profits vs. Growth, Fred Wilson (USV)
- Tomorrow's Advance Man, Tad Friend (The New Yorker)
- Why Startups Are More Successful than Ever at Unbundling Incumbents, Hemant Taneja (HBR)
- Cohort Analysis for Startups 101, Kalliagk Nik (Prime Ventures)
- Performance Data and the ‘Babe Ruth’ Effect in Venture Capital, Chris Dixon (a16z)
- The Champs Are Here, Zach Lowe (Grantland)
- US Tech Funding, Benedict Evans, (A16z)
- What Twitter Can Be, Chris Sacca (Lowercase Capital)
- I Bleed Aqua, Chris Sacca (Lowercase Capital)
- The War on Big Food, Beth Kowitt (Fortune Magazine)
- Valuation as a Scorecard, Fred Wilson (USV)
- Tomorrow's Advance Man, Tad Friend (The New Yorker)
- What the Seed Funding Boom Means for Raising a Series A, Josh Kopelman (First Round)
- Online Content: We’re Finally on a Flight to Quality, Ryan Sweeney (Accel Partners)