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 project at Social Capital called Learn With Me.
Over the last two years, my @socialcapital team and I 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.
Each Learn With Me Deep Dive represents 300+ hours of first-principles research, expert interviews, and truth-seeking analysis of what's happening in the world today.
We have 3 main goals:
1) Educate: Break down complex topics from first principles
2) Contextualize: Show why it matters now in a shifting world
3) Analysis: Help individuals, founders, investors, and policymakers make informed decisions on their own
Over the last 2 years, we’ve released 30+ Deep Dive reports across five primary themes I believe are essential to understanding the world today: Technology, Energy, Life Sciences, Economic Analysis, and Socio-Political Trends.
Some of our most popular Deep Dives:
- Stablecoins: Early last year, I predicted that the biggest business winner in 2025 will be dollar-denominated stablecoins and shared the research behind this thesis.
- Magnificent 7: They are the undisputed winners of the internet era, with over $21T in combined market cap. We took a deeper look at each company’s products, key competitive edge, and revenue pillars.
- 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.
Historically, we averaged ~1 comprehensive Deep Dive per month, delivered as a slide deck. After expanding our team, we’re looking to scale our output significantly in 2026:
- 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’re increasing 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.
Deep Dives we have planned for Q1 2026: Humanoid Robotics, Autonomous Investing, Tokenization of Equities, Critical Minerals and Rare Earths, Prediction Markets, American AI Stack, Batteries, Population Collapse, Longevity and Aging, AI in Healthcare, GLP-1s, Affordable Housing, Neuralink, Autonomous Driving, California Fiscal Review, Agentic AI.
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 here:
https://t.co/PSBNs9US6o
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I just got Apple Music in addition to Spotify and it’s actually CRAZY how much higher the sound quality is on Apple Music. It’s immediately noticeable. I haven’t seen anyone talk about this lol
I sold a pair of Loro Piana pants on The RealReal for $145 in May 2025. After months of trying to figure out my commission payment, they got back to me in August with a commission check for $18 LMAO