Founders Fund (private)

Founders 100 ETF portfolio manager: founder-led stocks beat the S&P by 3x over 30 years

6 principles: why founder-led stocks aren't just a tech bet, how 11,000 names get cut to 100, the 7.5% cap, and the 90-day rule that ends a position

14 hrs ago • The Scuttlebutt

Fortell CEO: AirPods are clinically valid audiometers you can use at home

10 takeaways: Why five companies make 97% of hearing aids, what Medicare refuses to cover, and the custom chip that let a startup put a real-time AI…

Sep 17 • The Scuttlebutt

Keith Rabois: an Anthropic or OpenAI IPO miss would reset every AI valuation

12 takeaways: Why he thinks a margin miss is likelier than a revenue miss, the $30B private failure that would read like WeWork, and the pitch he says…

Sep 11 • The Scuttlebutt

Brian Singerman: Founders Fund was Airbnb's 30th investor and made the 2nd most money

16 takeaways: Why he says SPVs are dead, what Peter Thiel is actually best at, and the 20% of a fund a manager has to commit before GPx's capital…

Sep 2 • The Scuttlebutt

Jason Calacanis: Nvidia's $12.9 billion Hugging Face deal is the story of the year, unmetered racks are the threat to OpenAI and Anthropic…

Plus the 100-company warning that AI-enabled cyberattacks are months away, a cargo rocket built by seven people, and why an AI-written op-ed under…

Aug 29 • The Scuttlebutt

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