My personal Substack.
Personal views only.
Actually, not even personal views.
I don't even know what my personal views are anymore.
It doesn't matter.
Read anyway!
"Marcus has become one of our few indispensable public intellectuals. The more people read him, the better our actions in shaping Al will be."
- Kim Stanley Robinson, author of Ministry for the Future
Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
Hi! I'm Sarah Tavel. I've been writing since 2006. This newsIetter is something new I'm trying and I hope will become my new permanent home. Will share thoughts on tech trends, company building, and startups generally.