Here's Stripe's letter to investors explaining its acquisition of OpenRouter (LEAKED)↗

Josh Kushner wrote his first-ever formal letter to backers of his $65 billion investment firm, Thrive. The letter is an opportunity to understand what Thrive is seeing real-time, and to better understand how Thrive is applying its strategy to this current moment. Letter to Thri…↗

Chris Hohn did a 90-minute sit-down with Nicolai Tangen and then dropped an investor letter the FT got hold of last week. You’d think the guy who printed a record $18.9B last year would be doing victory laps. Instead he’s quietly rewiring his whole portfolio. My favorite takes…↗