In 2020, I hired McKinsey to teach me about the global energy transition. I learned a lot, but it cost me more than $2M.
After that experience, I decided to build my own internal research team at Social Capital called Learn With Me.
Today, my Social Capital team and I have systematized our process into a product that allows anyone to learn with me continuously, for a fraction of the cost of a single McKinsey report.
Every week, we publish a new Deep Dive on an idea, industry, or technology I’m curious about myself, or which I believe is worth understanding.
Each Deep Dive represents 300+ hours of first-principles research, expert interviews, and truth-seeking analysis of what's happening in the world today.
Our mission is to:
Educate. Break down complex topics from first principles.
Contextualize. Show why it matters now, in a shifting world.
Analyze. Help you make informed decisions on your own.
Over the last 2 years, we’ve released 50+ Deep Dive reports across four primary themes I believe are essential to understanding the world today:
AI
Markets
Technology
World Affairs
Some of our most popular Deep Dives include:
AI Stack: Early this year, I tasked my team to investigate where value accrues in the AI stack. We looked at both physical AI and digital AI, and the result was remarkable. (Read the AI Stack deep dive)
SpaceX: Before the SpaceX IPO, everyone was discussing its $1.77T valuation. We looked at SpaceX business model from first principles, and which assumptions the valuation rests upon. (Read the SpaceX deep dive)
China: We created a 3-part, 450-slide report to explore the history, governance, and both the domestic and foreign policies of one of the world’s most powerful and longest-lasting civilizations. (Read China Part 1 deep dive)
Historically, we averaged ~1 Deep Dive per month, delivered as a slide deck.
After expanding our team, we’re scaling our output significantly:
4X Deep Dives per month: You’ll start to see them drop weekly instead of monthly, and we aim to raise the quality bar with each release.
Explainer Videos: We’ll be experimenting with cinematic explainer videos for our Deep Dive topics, presented by me with high-quality animations to make the research more accessible and shareable.
Community: We aim to deepen our community of curious individuals who are invested in the topics we cover with our group chat that I’m involved in, and we plan to do even more next year to cultivate digital and physical connections between our members.
Price: While we’ve increased output by 4-5x, we will be keeping the price at $99/m or $999/y.
Essentially, we aim to curate a community of individuals who are curious and invested in the topics we cover. Those who want to learn alongside other like-minded members and me can self-select. We will also look to our subscribers to influence what we research in our private group chat.I invite you to come and Learn With Me.
If you don’t want to join Learn With Me, you’ll get a lot of value in “What I Read This Week”.
Every week I share a summary of the best content that I consumed in the previous week.
You can see some of my recent “What I Read This Week” emails here.
Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.
