Most of my ideas turn into sketches, research notes or brief videos for the team. Some of them finally make it into Exponential View or AI Investment Brief by Exponential View.
But most — because of the time it takes to polish them — simply remain internal as tools to push our thinking forward.
We’ve been wondering just how valuable it would be for readers to peek at the artist’s sketchbook, even in its raw, unfiltered form.
The advantage is that you’d get to see things I think are important but, for whatever reason, we don’t finish or publish. Maybe they go out late, much, much later, or they don’t survive the cut.
These sketches are more raw than anything we’d normally publish. For example, it’s interim research I’m doing as I think through a thesis. I’ve judged it good enough for my thinking but not yet ready for your reading. But perhaps I’m wrong. Examples from the past week include:
An analysis of liquidity pauses over the past ten years that have hit the tech sector
How to classify high-quality research processes from degenerate ones
Co…