Library

A sweeping history of venture capital and the outsized returns a few bets generate.

The clearest articulation of why the job is about asymmetric upside, not avoiding losses.

How network-effect products get past zero and reach escape velocity.

My go-to reference when a founder is reasoning about early liquidity and atomic networks.

The geopolitical history of the semiconductor and why it rules the modern economy.

Essential context for everything I'm mapping in the compute economy.

A poker champion on making good decisions under uncertainty.

Separating decision quality from outcome quality is the core skill of investing.

Thiel's contrarian case for building monopolies through genuinely new technology.

A useful provocation when a pitch sounds like a slightly better version of something that exists.

An honest field guide to the decisions no one prepares you for as a CEO.

The book I most often hand to first-time founders in a hard moment.