Seminal Papers
- Bitcoin: A Peer-to-Peer Electronic Cash System
- Attention Is All You NeedDOI
- Situational Awareness: The Decade Ahead
- The Pricing of Options and Corporate LiabilitiesDOI
- Why Software Is Eating the World
- The Secret Tesla Motors Master Plan (just between you and me)
- Ethereum Whitepaper: A Next-Generation Smart Contract Platform
- The Internet Tidal Wave
- The Anatomy of a Large-Scale Hypertextual Web Search EngineDOI
- RIP Good Times
- The Superinvestors of Graham-and-Doddsville
- ImageNet Classification with Deep Convolutional Neural Networks (AlexNet)
- The Bitter Lesson
- Language Models are Few-Shot Learners (GPT-3)DOI
- Information Management: A Proposal
- Scion Capital Letters (Subprime Short)
- Zero to One
- Adapting to Endure
- Do Things That Don't Scale
- How to Get Startup Ideas
- Competition Is for Losers
- Aggregation Theory
- All Markets Are Not Created Equal / Note to Self on TAM
- 1,000 True Fans
- Blitzscaling
- The Next Big Thing Will Start Out Looking Like a Toy
- Why Decentralization Matters
- Invisible Asymptotes
- What Happened to the Future?
- The New Moats
- SaaS Metrics 2.0
- Uniswap Whitepaper (Automated Market Maker)
- Scaling Laws for Neural Language ModelsDOI
- Training Compute-Optimal Large Language Models (Chinchilla)DOI
- DeepSeek-R1: Incentivizing Reasoning Capability via RLDOI
- Software 2.0
- Moore's Law for Everything
- Why AI Will Save the World
- Machines of Loving Grace
- Sea Change
- The Race to the Bottom
- Bretton Woods III
- The Changing World Order
- Waiting for the Last Dance
- Buy American. I Am.
- The Fraying of the US Global Currency Reserve System
- Who Wants to Be a Millionaire? (Herbalife Short)
- Lehman Brothers Short Thesis (Ira Sohn)
- Enron Short Thesis
- Sino-Forest Corporation (Strong Sell)
- Nikola: How to Parlay an Ocean of Lies
- Adani Group: How the World's 3rd Richest Man Is Pulling the Largest Con
- Valeant: The Pharmaceutical Enron?
- Internet Trends Report
- Trends – Artificial Intelligence
- Mobile Is Eating the World
- Big Ideas
- Airbnb Series A Pitch Deck
- UberCab Pitch Deck
- YouTube Investment Memo
- The Sovereign Individual
- The Techno-Optimist Manifesto
- The Most Important Century
- Meditations on Moloch
- What We Owe the Future
- AGI Ruin: A List of Lethalities
- We Need a New Science of Progress
- The Scaling Hypothesis
- Fat Protocols
- The Bullish Case for Bitcoin
- The Rise of the Solo Capitalists
- IPO 2.0 / SPAC Investor Letters
- The Lean Startup / Minimum Viable Product
- Principles for Navigating Big Debt Crises
- Reinvesting When Terrified
- Fooling Some of the People All of the Time (Allied Capital Short)
- Luckin Coffee (Anonymous Report Distributed by Muddy Waters)
- Facebook (thefacebook) Media Kit / Early Pitch
- OpenCloud Report
- Deep Residual Learning for Image Recognition (ResNet)DOI
- Efficient Estimation of Word Representations (word2vec)DOI
- Solana: A New Architecture for a High Performance Blockchain
- Superintelligence: Paths, Dangers, Strategies
- Increasing Returns and the New World of Business
- A Mathematical Theory of Communication
- The World's Largest Hedge Fund Is a Fraud
- Block Goes Intelligence-Native
- Fairchild Semiconductor Founding
- A Proposal to American Research and Development