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Investments
Team
Letters
Thinking
Contact

Thinking

Financial Nihilism and What Comes Next

Geoff Lewis
Financial Nihilism and What Comes Next
Youtube

Escape the Spreadsheet

Spencer Peterson
Escape the Spreadsheet
Thursday Thread

Mega Tech Platforms Tend To Be The Most Profitable

Geoff Lewis
Mega Tech Platforms Tend To Be The Most Profitable
cnbc.com

20VC: The Rippling Memo

Geoff Lewis
20VC: The Rippling Memo
20VC Podcast

Incumbent tech companies will benefit most from A.I. craze

Geoff Lewis
Incumbent tech companies will benefit most from A.I. craze
CNBC Squawk Box

Uber founder Travis Kalanick has ‘just begun,’ says VC investor Geoff Lewis

Geoff Lewis
Uber founder Travis Kalanick has ‘just begun,’ says VC investor Geoff Lewis
CNBC Squawk Box
@BishopFromArk Beautiful.
Geoff Lewis
·
May 29 2023
RT @elonmusk: Incompetence, in the limit, is indistinguishable from sabotage
Geoff Lewis
·
May 29 2023
@elonmusk Truth.
Geoff Lewis
·
May 29 2023
@SashainDenver My theory is that he is talented in a non-obvious way; he wisely plays dumb. Could be wrong tho.
Geoff Lewis
·
May 29 2023
@SashainDenver (Disclaimer I haven’t watched the past 2 episodes)
Geoff Lewis
·
May 29 2023
@heirloom_AR TBD how interesting he is — seems pretty basic to me still.
Geoff Lewis
·
May 29 2023
@heirloom_AR A character on succession — but who that character really is? only time (and obvi the show’s writers, given it’s all fake) will tell.
Geoff Lewis
·
May 29 2023
Greg teaches us that unfairly ridiculing and isolating someone talented can be quite dangerous over time. if the family had simply accepted him upfront, things would be different. Important lesson. https://t.co/rIMjtr3R15
Geoff Lewis
·
May 29 2023
I can’t teach it. K, my MDW walk down twitter memory lane is now complete. Peace out, and love to all 🇺🇸🇨🇦🤙 https://t.co/a9724XTOPH
Geoff Lewis
·
May 28 2023
I can’t teach it. You can’t learn it. But you can find it in yourself. https://t.co/7bMfOXHBF5
Geoff Lewis
·
May 28 2023

20VC: The Rippling Memo

Geoff Lewis
20VC Podcast
20VC: The Rippling Memo

Mega Tech Platforms Tend To Be The Most Profitable

Geoff Lewis
cnbc.com
Mega Tech Platforms Tend To Be The Most Profitable

Financial Nihilism and What Comes Next

Geoff Lewis
Youtube
Financial Nihilism and What Comes Next

Thursday Threads: Beyond the Fed

Spencer Peterson
Twitter
Thursday Threads: Beyond the Fed

Incumbent tech companies will benefit most from A.I. craze

Geoff Lewis
CNBC Squawk Box
Incumbent tech companies will benefit most from A.I. craze

The End of Techno-Optimism

Geoff Lewis
Temp Check
The End of Techno-Optimism

Microsoft is ‘massively undervalued,’ says Bedrock Capital’s Geoff Lewis

Geoff Lewis
CNBC Squawk Box
Microsoft is ‘massively undervalued,’ says Bedrock Capital’s Geoff Lewis

Escape the Spreadsheet

Spencer Peterson
Thursday Thread
Escape the Spreadsheet

20VC: The Difference Between Principles and Rules When Building a Firm or Company

Geoff Lewis
20VC Podcast
20VC: The Difference Between Principles and Rules When Building a Firm or Company

Living a Good Life with Geoff Lewis

Geoff Lewis
youtube.com
Living a Good Life with Geoff Lewis

Uber founder Travis Kalanick has ‘just begun,’ says VC investor Geoff Lewis

Geoff Lewis
CNBC Squawk Box
Uber founder Travis Kalanick has ‘just begun,’ says VC investor Geoff Lewis

The Great Unwinding

Geoff Lewis
Temp Check
The Great Unwinding

What the USD/EUR flippening means for entrepreneurs

Geoff, Spencer, Ben
Temp Check
What the USD/EUR flippening means for entrepreneurs

What Makes a ‘Narrative Violation’?

Geoff Lewis
The New York Times
What Makes a ‘Narrative Violation’?

What is a Vibe Capitalist? Bedrock's Geoff Lewis on investing, crypto, defense & AI

Geoff Lewis
Youtube
What is a Vibe Capitalist? Bedrock's Geoff Lewis on investing, crypto, defense & AI

Never get over your skis

Geoff Lewis
Temp Check
Never get over your skis

The New World We Live In

Geoff Lewis
Pomp Podcast
The New World We Live In

Entrepreneurs = power plants

Geoff Lewis
Temp Check
Entrepreneurs = power plants

Noble Lies and Narrative Violations

Geoff Lewis
Paradox Podcast
Noble Lies and Narrative Violations

Failure porn

Geoff Lewis
The Washington Post
Failure porn

Brain fog

Geoff Lewis
Temp Check
Brain fog

Forbidden Courses

Geoff Lewis
UATX
Forbidden Courses

There's no such thing as ESG without defense technology

Geoff Lewis
Temp Check
There's no such thing as ESG without defense technology

Vibe capital, the power of narrative violations, and winning in today's market

Geoff Lewis
Venture Unlocked Podcast
Vibe capital, the power of narrative violations, and winning in today's market

Choosing to not do something

Geoff Lewis
Temp Check
Choosing to not do something

Think Different

Geoff Lewis
Below the Line Podcast
Think Different

Back to basics

Geoff Lewis
Temp Check
Back to basics

How meme stocks and Fed policy could impact Robinhood’s IPO

Geoff Lewis
CNBC Squawk Box
How meme stocks and Fed policy could impact Robinhood’s IPO
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