Notes from Chapter One Investment Committee (July 20, 2026) 1. We recently finished fundraising our Fund Three (which we call Page III). We'll have more details to share soon, but one of the biggest questions we're now thinking about is how we want to build the firm in advance o…↗

Introducing Scout Program. Real capital. A live leaderboard. And a path to running your own fund. scoutprogram.com This will be the most interesting investing program in the industry when all is said & done.↗

@joshelman @akruglov Building a "Twitter -> Roam -> Neuralink" workflow using Zapier this weekend. cc @jack @Conaw @elonmusk @wadefoster↗

Don Valentine, the greatest of all time. I spent the morning watching his GSB talk. Rest in peace: 1. If you don't attack a big market, it's highly unlikely you're ever going to build a big company. (thread) youtu.be/nKN-abRJMEw?t=…↗

Fun game for investment nerds: If you had $1000 to invest in any private or public companies, how would you allocate your capital? Time horizon to return capital is 10 years. Let's hear your strategies.↗