Memos
What if everything goes right? After the largest IPO in history, a vision memo that reads SpaceX not as a rocket company but as the holdco for a "planetary starter kit" — the bill of materials for a civilization.
visionfrontier techconglomerates
How Alphabet was deliberately built on Berkshire's blueprint — dual-class control, a cash core funding long-duration bets — then evolved it for an economy where returns compound instead of capping out.
business modelscapital allocationconglomerates
SpaceX, OpenAI, and Anthropic all want to list at $1tn+ in a single window — a scenario analysis of whether the market can absorb three cash-burning giants at once.
market structureAIIPOs
AI doesn't replace your thinking so much as run its own through you — an argument that models carry one civilization's cognitive defaults and quietly install them at population scale.
AIpsychologyculture
The team and culture behind Sea Limited — Forrest Li, his cofounders, and the operators executing across gaming, e-commerce, and fintech all at once.
managementcultureAsia
Why Bilibili's screen-crossing "bullet comments" are so hard to copy — a single feature that manufactures community, culture, and a quiet data advantage.
productpsychologyAsia
Profiles
The untold story of Amazon's first CFO — a high-school dropout who took the company public, co-wrote its founding shareholder letter, and became the financial keel beneath a $2 trillion company.
operatorscapital allocationSanta Fe Institute
The polymath VC making venture adventurous again — Steve Jurvetson, who only backs ideas that would earn an entry in the history books.
venturefrontier tech
From teenage poker prodigy to web3 founder — how Bryan Pellegrino's gambler's instincts led him to build LayerZero.
founderscrypto
The Jekyll and Hyde of an activist investor — Third Point's Dan Loeb as both the meditating philosopher and the author of Wall Street's most savage letters.
hedge fundsactivism
Canons
Five investors — Bill Gurley, Nomad, James Anderson, Dynamo, Bill Miller — bound by one lineage: the Santa Fe Institute's complexity science, and the edge that comes from navigating complexity rather than fleeing it.
investing philosophySanta Fe Institute
Writing is thinking — the admissions essays of future founders and investors, read for the raw clarity of mind they reveal before any jargon set in.
clear thinkingwriting
Five codified culture handbooks — Netflix, Valve, Facebook, Duolingo, and Peter Kaufman — on the conviction that culture sits upstream of execution.
culturecompany-building
Why a company's first shareholder letter is its truest self-portrait — Pixar, Google, Amazon, Bank One, and Danaher, read for how their leaders think before the polish set in.
capital allocationfounders
Five books for the five jobs every founder has to learn — finding real demand, building culture, hiring, selling, and serving — one canonical text for each.
founderscompany-building
Anthologies
Buffett seen sideways — not through his own letters but through the 15 books he chose to write forewords for, and what those rare endorsements reveal about what he values.
value investingcapital allocation
Fifty lessons from fifty Tigers — how Julian Robertson built not a genius's fund but an institution that seeded a whole generation of hedge funds.
hedge fundsinvesting philosophy
Before they were legends: the founders and operators of the PayPal Mafia in their own words — culture, hiring, strategy, competition — from the years they were still just heads-down building.
foundersoperatorscompany-building
The making of Reddit, told in eight pieces by the people who built and backed it — Ohanian, Aaron Swartz, Sam Altman, Huffman, Paul Graham — one story of the company, not the story.
founderscompany-buildingventure
Every non-obvious tech trend Steve Jurvetson called at the Churchill Club from 2008 to 2017, transcribed and scored — a decade-long case study in what real foresight looks like.
ventureforecastingvision
Letters
What makes a business "beautiful"? Dragoneer's Christian Jensen on growth and moats — reverse-engineered into an original investment checklist.
growth investinginvesting philosophyframeworks
IGSB's reclusive founder sits for his first long-form interview — distilled into the five things a no-outside-money Santa Barbara firm did differently to compound for decades.
investing philosophyconcentrationframeworks
Compilations
What investors and operators can learn from painting — Yuan Fang, read alongside Paul Graham, Michael Moritz, and Churchill, on decision-making, perception, and perseverance.
creativityclear thinkingdecision-making
1,500+ pages of the legendary Outstanding Investor Digest, hunted from estate sales and dusty archives — the unfiltered, real-time thinking of Buffett, Schloss, Soros, and Robertson.
value investinginvesting philosophy
The full shelf — every investor, founder, and operator compilation, organized by person, firm, and theme.
Index
The full index of every investor, founder, and operator covered — and why the project exists.
I work with a small number of investors and founders, keeping to a few close-knit relationships rather than a long client list. The work mirrors what the writing does, pointed at a client's own questions: deep research on a business, a read on the people who'd build or back it, frameworks for thinking it through, and the investing or operating philosophy that holds it together — usually approached from an angle that hasn't been tried before.
My process is rooted in primary research, the same approach behind my compilations, where I've hunted down and organized hundreds of thousands of pages of what investors, founders, and operators actually said and wrote.
I'm drawn to the structural questions that play out over years, but the pressing tactical ones too. Engagements are usually retainer or project-based.
To work together: hello@kevin-gee.com