Week 34

Hi Readers,

This week, Twitter is declaring a war on lean. Keith Rabois tweeted in August that "the lean startup method is a guarantee of failure". Moe Amaya and Immad have refined this thesis, establishing that 2 years of development work is necessary for certain types of start-ups in established markets (Superhuman, Figma, Notion).

📚 Learning

Collaborative Fund ask investors how they read. If you'd like to take up their advice, I recently stumbled across Howard S. Mark's investing memos and highly recommend them. I don't like reading newspapers for current news, but Burman & Thiel recommended published long reads that I've enjoyed.

These are a lot harder to discover. Do you know a good way to curate essays from major publications?