Archive - A Letter a Day

Letter #333: Luca Ferrari (2026)

Bending Spoons Cofounder & CEO | S-1 Letter from the Team

Jun 10 • Kevin Gee

Alphabet is Berkshire Hathaway 2.0

Earlier this week, Alphabet announced Berkshire Hathaway was investing $10bn in a private placement as part of a larger $80bn equity capital raise to…

Jun 6 • Kevin Gee

Letter #332: Alex Sacerdote and Leon Shaulov (2026)

Founder of Whale Rock and Founder of Maplelane Capital | Intelligence as Infrastructure: How AI is Rewiring the Economy

Jun 4 • Kevin Gee

May 2026

Can the Market Absorb Three Trillion-Dollar IPOs?

A memo on the upcoming mega IPOs

May 26 • Kevin Gee

Letter #331: Red Emmerson (2019)

Founder of Sierra Pacific Industries | Ready for the Next Big Thing

May 19 • Kevin Gee

AI Isn't Coming for Your Mind. It's Coming Through It.

Last week, I saw the following tweet from Anthropic:

May 14 • Kevin Gee

Letter #330: Ken Griffin, Robyn Grew, Michael O'Leary, and David Rubenstein (2026)

Citadel Founder, Man Group CEO, Ryanair CEO, and Carlyle Founder | Leading with Vision and Resilience

May 13 • Kevin Gee

Letter #329: Paula Volent and Malin Norberg (2024)

Rockefeller University CIO and Norges Bank CIO Market Strategies | Allocating in a Volatile World

May 7 • Kevin Gee

April 2026

Letter #328: Greg Abel (2026)

CEO of Berkshire Hathaway | First annual shareholder letter

Apr 28 • Kevin Gee

Letter #327: John Ternus (2024)

Incoming Apple CEO | 2024 Penn Engineering Commencement Speech

Apr 21 • Kevin Gee

Letter #326: Brian Halligan and Dharmesh Shah (2014)

Cofounders of Hubspot | S-1 Shareholder Letter

Apr 14 • Kevin Gee

Letter #325: Emme Kozloff and Mike Gitlin (2025)

Capital Group Portfolio Manager and Capital Group President & CEO | Running a tight, high-conviction portfolio in a noisy market

Apr 7 • Kevin Gee

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