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Newsletter Archive
Thought Pieces
Monthly Newsletter #2: Memory and Compute
Apr 7, 20262 min read
Thought Pieces
Monthly Newsletter #1: Power, Optimize, Connect
Mar 9, 20262 min read
Investor Letters
Subscribers2025 Annual Investor Letter
Our first full year: the philosophy of the unchanged (math and physics, human nature, the capital cycle), and a transparent look at our successes, mis...
Jan 17, 20265 min read
Thought Pieces
The Hidden Third Leg
Aug 14, 20252 min read