--- aliases: - inspo cssclasses: - nolist date: '2024-10-24' description: My run-down version of are[dot]na id: are.na metadata: ebnf: |- channel = "##" , ws , heading , newline , channel_body ; channel_body = [ meta_section , newline ] , block , { block } ; block = list_entry , newline , meta_section , { note_line } ; list_entry = "-" , ws , link , [ ws "--" ws title ] , [ ws "[**]" ] ; meta_section = ws , "-" , ws , "[meta]:" , newline , meta_pair , { meta_pair } ; meta_pair = ws , ws , "-" , ws , key , ":" , ws , value ; key = "date" | "tags" | "pinned" | "later" | "unlocked" | "socials" | "view" | identifier ; value = date | tag_list | boolean | text ; tag_list = "[" , tag , { "," , ws , tag } , "]" ; tag = identifier ; date = digit , digit , "/" , digit , digit , "/" , digit , digit , digit , digit ; boolean = "true" | "false" ; note_line = ws , "-" , ws , text ; link = uri ; title = text ; heading = text ; identifier = letter , { letter | digit | "-" } ; text = { character - newline } ; uri = ? valid http uri ? ; letter = "a".."z" ; digit = "0".."9" ; character = ? any printable ascii except newline ? ; modified: 2026-09-24 00:14:31 GMT-04:00 permalinks: - /website - /tweets - /resources socials: are.na: https://www.are.na/aaron-pham/channels curius: /curius home: / print: https://print.are.na/ tags: - evergreen - llm - design - love - friend - r/pedagogy - alignment - philosophy - P-Complete - interpretability - math/linalg title: '#finances' created: '2024-10-24' published: '2024-10-24' pageLayout: default slug: arena/finances permalink: https://aarnphm.xyz/arena/finances.md generator: quartz: v4.6.0 hostedProvider: Cloudflare baseUrl: aarnphm.xyz full: https://aarnphm.xyz/llms-full.txt --- # #finances - — Prime Minister Carney introduces new Productivity Mega Deduction - \[meta]: - date: 09/21/2026 - tags: \["canada","investment","tax policy"] - later: true - — Fidelity Cash Management Account - \[meta]: - date: 09/21/2026 - tags: \["banking","cash management"] - later: true - — All Revenue is Not Created Equal: The Keys to the 10X Revenue Club - Above the Crowd - \[meta]: - date: 09/15/2026 - tags: \["finances","revenue","startups"] - later: true - — California: Ottoman Turkish Empire Income Exclusion Somehow Persists in Existing - \[meta]: - date: 09/15/2026 - tags: \["finances","taxation"] - later: true - — Auslander - \[meta]: - date: 09/12/2026 - tags: \["michael moritz","book"] - later: true - — Michael Moritz on Origin Stories, Exile, and Obsessive Curiosity - \[meta]: - date: 09/12/2026 - tags: \["venture capital","interview"] - later: true - — How to Get Rich - \[meta]: - date: 09/07/2026 - tags: \["wealth","investing"] - later: true - — Sarah’s Wager - \[meta]: - date: 09/07/2026 - tags: \["venture capital","ai"] - later: true - — DTV - \[meta]: - date: 09/07/2026 - tags: \["sequoia","venture capital"] - later: true - — BERKSHIRE HATHAWAY INC. - \[meta]: - date: 08/25/2026 - tags: \["finance"] - later: true - — Stripe annual letter 2025 mobile - \[meta]: - date: 08/25/2026 - tags: \["finance"] - later: true - — the hyper scale pillars of humanity - \[meta]: - date: 08/25/2026 - tags: \["finance"] - later: true - — Is the capex sustainable? - \[meta]: - date: 08/20/2026 - tags: \["capex","markets"] - later: true - — Erebor - \[meta]: - date: 08/20/2026 - tags: \["banking","startups"] - later: true - — Hyperliquid: In Singapore With Jeffrey Yan - \[meta]: - date: 08/20/2026 - tags: \["hyperliquid","crypto"] - later: true - — Three-fund portfolio - \[meta]: - date: 08/20/2026 - tags: \["investing","index funds"] - later: true - — Stripe agrees to acquire OpenRouter - \[meta]: - date: 08/20/2026 - tags: \["stripe","openrouter"] - later: true - — FREE: Strait of Hormuz: A Citrini Field Trip - \[meta]: - date: 07/06/2026 - tags: \["markets","geopolitics"] - later: true - [youtube/v=u\_eEW7N1xjE](https://www.youtube.com/watch?v=u_eEW7N1xjE) — Option Pricing Explained - \[meta]: - date: 07/03/2026 - tags: \["options","quant finance"] - later: true - [youtube/v=-FmVCDx\_kFw](https://www.youtube.com/watch?v=-FmVCDx_kFw) — Dave Ricks on GLP-1s and the business of pharma - \[meta]: - date: 07/03/2026 - tags: \["pharma","glp-1"] - later: true - — Will Manidis on technocapital price discovery - \[meta]: - date: 06/01/2026 - tags: \["technocapital","markets"] - later: true - — Chapter 31: On Machinery - \[meta]: - date: 06/30/2026 - tags: \["machinery","economics"] - later: true - — NSF announces $1.5B NSF X-Labs initiative to pursue generational breakthrough science efforts - \[meta]: - date: 06/28/2026 - tags: \["research","finances","science"] - — Kill the Slop: announcing our investment in Taste - \[meta]: - date: 06/28/2026 - tags: \["invesment"] - — tooling SaaS on the chopping block - \[meta]: - date: 01/10/2026 - tags: \["saas","ai"] - later: true - — failed dream-following article - \[meta]: - date: 01/11/2026 - tags: \["stability","careers"] - later: true - [wikipedia/en/O-ring\_theory\_of\_economic\_development![Wikipedia](/static/favicons/wikipedia.svg)](https://en.wikipedia.org/wiki/O-ring_theory_of_economic_development) — O-ring theory of economic development - \[meta]: - date: 06/22/2026 - tags: \["economics","coordination"] - later: true - [wikipedia/en/Horizontal\_integration![Wikipedia](/static/favicons/wikipedia.svg)](https://en.wikipedia.org/wiki/Horizontal_integration) — Horizontal integration - \[meta]: - date: 06/22/2026 - tags: \["strategy","economics"] - later: true - — Capital in the 22nd Century - \[meta]: - date: 06/15/2026 - tags: \["capital","inequality"] - later: true - — Berkshire Hathaway’s 1983 letter to investor \[\*\*] - \[meta]: - date: 06/08/2026 - tags: \["principles"] - highlighted: true - importance: 4 - — PMF for Anthropic/OpenAI - \[meta]: - date: 06/08/2026 - tags: \["tokens"] - — SpaceX IPO filing - \[meta]: - date: 05/25/2026 - tags: \["ipo"] - [docs.google.com/e](https://docs.google.com/presentation/d/e/2PACX-1vQXsMMv5ZCWm77za7oXJcz1X-Th5Mz15g5nYBxbUjnomStVcjn8lXPjE5LzAlvc_hg4yHKgwASWLo5a/pub?slide=id.g3b6e2578ab2_5_68) — a16z investment portfolio - \[meta]: - date: 01/22/2026 - tags: \["reports"] - — Mastering Zcash - \[meta]: - date: 01/14/2026 - tags: \["finance","distributed"] - later: true - — Tender offers - \[meta]: - date: 12/24/2025 - tags: \["acquisition"] - — Collection: Jeff Bezos Shareholder Letters - \[meta]: - date: 11/01/2025 - tags: \["shareholders","letters"] - [https://investors.palantir.com/news-details/2025/Palantir-Reports-Q2-2025-U-S—Comm-Revenue-Growth-of-93-YY-and-Revenue-Growth-of-48-YY-Guides-Q3-Revenue-to-50-YY-Raises-FY-2025-Revenue-Guidance-to-45-YY-and-U-S—Comm-Revenue-Guidance-to-85-YY-Crushing-Consensus-Expectations/](https://investors.palantir.com/news-details/2025/Palantir-Reports-Q2-2025-U-S--Comm-Revenue-Growth-of-93-YY-and-Revenue-Growth-of-48-YY-Guides-Q3-Revenue-to-50-YY-Raises-FY-2025-Revenue-Guidance-to-45-YY-and-U-S--Comm-Revenue-Guidance-to-85-YY-Crushing-Consensus-Expectations/) — Palantir Q3 Earnings 2025 Reports - \[meta]: - date: 08/05/2025 - tags: \["military complex"] - $1Bn in Revenue, 45% Y/Y - Alex Karp’s [letters](https://www.palantir.com/q3-2025-letter/en/)