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Blog Posts
July 27, 2022
New EV Tax Credits for Tesla in the Inflation Reduction Act
Nelson Hsieh
June 8, 2022
How the Lummis-Gillibrand Crypto Bill Would Affect Bitcoin Miners
Nelson Hsieh
February 24, 2022
Sonder vs. Airbnb (Sonder Investment Case, Part 2 - Competitors)
David Kim
February 24, 2022
Sonder Investor Presentation (Nov 2021) - All Key Slides & Highlights
David Kim
February 22, 2022
Sonder's evolving narrative (2019 Series D pitch deck vs. 2021 investor presentation)
David Kim
February 9, 2022
Sonder vs. Hotels (Sonder Investment Case, Part 1 - Competitors)
David Kim
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Research Articles
Full Self-Driving
artificial intelligence (AI)
LiDAR
Tesla
Why radar is doomed
Lemonade
Market Commentary
Lemonade: Disrupting One of the Most Entrenched Industries in the World
disruption
peter thiel
Peter Thiel on Identifying Disruptive Companies: 10x Better than Competitors
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