Kyle Harrison
← Portfolio Ideas

Capital Allocation

How money shapes what gets built

The mechanisms through which capital flows determine what exists in the world — from venture backing of startups to public market investment to debt structures to government spending. Encompasses the psychology of investing (hype cycles, groupthink, bubbles), frameworks for calculating ROI across different asset classes, and the comparative effectiveness of different capital deployment mechanisms.

118 Essays
27 Books
4 Saved
0 Projects
Recent Essays
Venture Capital Doesn't Exist Mar 2026
What we call 'venture capital' is actually four different things — seed investing, venture classic, supercharged growth,...
Hijacking The Huckster's Hypebook Mar 2026
Dissecting 300 years of fundraising fraud to reverse-engineer a playbook for founders building real things — from Gregor...
Dr. Tokens or: How I Learned to Stop Worrying and Love the AI Bubble Feb 2026
The Glorious History of Productive Delusion, The Physics of a Bubble (A Scientific Framework), Genuine Benefits of Mass ...
Key Books
The Power Law: Venture Capital & the Making of the New Future
Sebastian Mallaby
The Psychology of Money
Morgan Housel
Poor Charlie's Almanack
Charles T. Munger, Peter Kauffman
The Big Short
Michael Lewis
Zero To One
Peter Thiel, Blake Masters
Latest Saved
𝕏
@MeghanKReynolds Mar 14, 2026
Heard from LPs this week: The past 9 months have felt like groundhog's day - a very small set of deals dominating all LP convos. The fever pitch to access rounds of OpenAI and Anthropic by LPs (and even GPs calling us) at times - has reached levels I've never seen...
𝕏
@100baggerhunt Sep 2, 2025
This man achieved 921% returns while the market made 117%. He retired at 45 after making investors $2 billion. Yet you've probably never heard of him because he refused every interview and turned away new money. Here's Nick Sleep's secret to finding 100-baggers.
𝕏
@eriktorenberg Aug 9, 2020
Book notes from Thomas Piketty's "Capital in the 21st Century" — Curious to hear critiques & responses to the book.