Barbarians at the Gate
Why it matters: a sharp study of capital, leverage, incentives, and the way control battles distort judgment.
Founders
Reading Shelf
Reading Shelf
A small shelf of books I return to or am reading now.
Current reading
Apple in China
Why it matters: a useful lens on supply chains, manufacturing depth, and how operational decisions become strategic dependencies.
Founders and operators
Reference shelf
Only the Paranoid Survive
Why it matters: one of the clearest frameworks for recognizing strategic inflection points before they break the company.
Founders and investors
What You Do Is Who You Are
Why it matters: a practical reminder that culture is not rhetoric. It is the sum of repeated decisions, tolerated behavior, and enforced standards.
Founders