The Innovator's Dilemma
InnovationClayton Christensen
The foundational work on disruptive innovation that explains why great companies fail and how new entrants can overtake established players through inferior but more accessible technologies.
A curated collection of essential books, articles, podcasts, and newsletters for technology investors, venture capitalists, and innovation-focused allocators navigating the digital economy.
Clayton Christensen
The foundational work on disruptive innovation that explains why great companies fail and how new entrants can overtake established players through inferior but more accessible technologies.
Peter Thiel
A contrarian framework for thinking about technology startups and the creation of new value. Essential reading on monopoly theory, vertical progress, and what makes a technology company truly valuable.
Chris Miller
The definitive account of the global semiconductor industry and the geopolitical struggle for chip supremacy. Essential context for understanding the most critical supply chain in the world.
Sebastian Mallaby
A sweeping history of venture capital from its origins to the present day, revealing how a small group of risk-takers built the modern technology economy.
Ben Horowitz
Honest advice on building and running a startup from one of Silicon Valley's most respected venture capitalists. Essential reading on the operational realities of technology company building.
Nathan Benaich • Air Street Capital
Comprehensive annual analysis of the most important developments in AI research, industry, politics, and safety. Essential reading for understanding where AI investment opportunities are emerging.
BCG • Semiconductor Research
Data-driven analysis of the global semiconductor supply chain, including fab capacity, equipment markets, and the investment implications of reshoring and geopolitical realignment.
Gartner • Cloud Infrastructure Report
Examination of cloud infrastructure spending trends, market share dynamics, and the evolving competitive landscape among hyperscalers and emerging cloud platforms.
PitchBook • Venture Capital Research
Detailed analysis of venture capital deployment into AI startups, including deal sizes, valuations, sector breakdowns, and fund performance across the AI ecosystem.
Hosted by Ben Gilbert & David Rosenthal
Deep-dive episodes on the greatest technology companies ever built, examining the strategies, decisions, and market dynamics that created trillions in value.
Hosted by Chamath/Jason/Sacks/Friedberg
Weekly analysis of technology, economics, and politics from four prominent Silicon Valley investors with direct insight into deal flow and market trends.
Hosted by Andreessen Horowitz
Technology and investing insights from one of the world's leading venture capital firms, featuring founders, researchers, and industry experts.
Hosted by Patrick O'Shaughnessy
In-depth conversations with the world's best investors and business leaders, frequently covering technology themes, platform dynamics, and innovation-driven investing.
Ben Thompson
The gold standard for technology strategy analysis. Daily deep dives into tech business models, platform dynamics, and the intersection of technology and society.
Jessica Lessin
Premium technology journalism with exclusive scoops on Silicon Valley deals, startup financings, and the inner workings of major technology companies.
CB Insights Research
Data-driven analysis of venture capital trends, emerging technology sectors, and startup ecosystems. Essential for understanding where capital is flowing.
Benedict Evans
Former a16z partner's weekly collection of links and analysis on the technology industry, offering macro-level perspective on trends shaping the digital economy.
We're always looking to expand our collection with valuable resources for the technology investment community.
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