Kevin Gee
@kevg1412
“Yukon Ho!” | "The enemy's gate is down." | @speedwell_llc
Early in my career, Stan Druckenmiller told me that the best way to understand an industry is to look at every company in it. I’ve found that this (mostly) works for people too. To understand people, read everything they’ve published, and listen to every talk they’ve given. It’s…
Kris Fredrickson is the Founder of Verified Capital. Prior to founding Verified Capital, Kris was a Managing Partner at Coatue, and before that a Principal at Benchmark Capital. Before joining Benchmark, Kris founded two companies: Curology and Munchery. He started his career at…
when i started investing, i was trained in a "mechanistic" view of markets and always found something was missing... complexity has been the biggest framework unlock in how I think about markets (ex. markets act more as an organism, and less like a machine
Investing Through Complexity “We talk about clarity of purpose and simplicity and focus. And we think that the most important thing in the investment business is to keep everything absolutely as simple as you possibly can. We think complexity is the biggest barrier to high…
This is incredible.
Investing Through Complexity “We talk about clarity of purpose and simplicity and focus. And we think that the most important thing in the investment business is to keep everything absolutely as simple as you possibly can. We think complexity is the biggest barrier to high…
Bernard Arnault was asked whether Apple is a luxury product. He said he knew Steve Jobs and he asked for advice when opening stores. (1/x)
Watch @typesfast pitch Flexport to Paul Graham and Sam Altman for the first time at Startup School 2013:
*New $EVO business update just dropped* - Inflection in Asia? - New European Developments - Explaining Grey Markets Check it out below! 👇
$EVO reports 2Q25 earnings tomorrow Here are 6 of our favorite quotes from our interview with CPO Todd Haushalter 🧵
The Keys to Managing Money & Risk Alan Howard is the founder of Brevan Howard. He started his career at Salomon Brothers, where he was assigned to the Eurobond desk. He then moved to the London securities arm of Tokai Bank to head interest rate trading in Europe. Next, he joined…
New essay up. The HALO Effect - notes on the new“Hire and License Out” deals being done by AI companies, most recently Windsurf - why they are not killing the social contract of SV - what happens when your people are worth more than your company - SAFEs for all things please