Reading Philosophy

Since 2024, I have selected a thematic area to read about for the year.

2024 - Semiconductors

This self-study directly led to my investment in CoreWeave, which has since IPO'd under the ticker CRWV.

• - Chip War
• - Tiger Technology
• - Fundamental Principles of Optical Technology
• - Focus: The ASML Way
• - Fabless
• - The NVIDIA Way
• - The Power Law
• - Only-Paranoid-Survive

2025 - China

This year has been decidedly less focused.

• - The Gilded Cage
• - Apple in China
• - House of Huawei
• - Breakneck: China's Quest to Engineer the Future

I have also read the following thematically unrelated books the past two years.

• - Make Something Beautiful
• - The Great Miscalculation: The Race to Save New York's Citicorp Tower
• - Fundraising
• - Recruiting
- Modern Poker Theory
• - Bullshit Jobs
• - The Business of Venture Capital
• - The Space Business
• - Fancy Bear Goes Phishing
• - Algospeak
• - I Regret Almost Everything