Reading Room
Read the arguments shaping this field: original letters and essays, independent reporting, interviews, and podcasts. Every item says whether the text is available here or should be read at its publisher.
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All reading (7)
Page 1Nilam Ganenthiran · Beacon Software
Describes permanent ownership alongside a central operating platform, engineering help, and local company continuity.
Aravind Srinivasan; Samay Shamdasani; Arthur Fernandes Araujo; John de Wasseige · OpenAI / Thrive Holdings
Describes a practitioner-feedback and evaluation loop for Tax AI. Reports a 7,000-return pilot, roughly one-third less preparation time, and about 50% greater throughput.
Emil Fröberg · Emil Fröberg
Argues for owning distribution while acknowledging the difficulty of combining software development with acquisition integration.
Evan Lyseng · Cautious Optimism
Revisits the thesis through capital structure, real product advantage, and the time required for compounding. Separates platform-building dollars from asset-purchase dollars.
Jonathan R. Feilberg · Jonathan’s Substack / Bifrost Studios
Explains the hybrid of technology development, serial acquisition, and permanent-compounder inspiration.