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One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this.

Conor Mac

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Trends – Artificial Intelligence (AI) – May 2025 – BOND

The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.

bondcap.com

https://t.co/eWAV8hOo3M

HARRISON

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Beware the Curators: Why Life Beyond Algorithmic Recommendations Requires Skepticism | Future Commerce Insiders

futurecommerce.com

https://t.co/cbQBIcjrXW

Defense Charts

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Democracy, Journalism, and Monopoly: How to Fund Independent News Media in the 21st Century

Analyzes America's media crisis caused by digital monopolies, detailing historic government regulation supporting free speech and advertising-funded journalism, and proposes updated competition policies to restore independent, democratic news markets.

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In Touch

John J. Prendergast • 2 highlights

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Lehman Brothers

Martin Gurri • Revolt of the Public and the Crisis of Authority in the New Millennium

Pay the taxes of life gladly. Not just from the government. Annoying people are a tax on being outside your house. Delays are a tax on travel. Haters are a tax on having a YouTube channel. There’s a tax on everything in life. You can whine. Or you can pay them gladly.

Ryan Holiday x.com