Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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First-Principles Reasoning

Strip a thesis to what must be true - unit economics, customer behaviour, the capital cycle - and rebuild from there rather than reasoning by analogy from comparables. Comps tell you what others paid; first principles tell you what the thing is worth. A sharp disagreement between the two is either your error or your opportunity, and the work is deciding which.

Start here

  1. The Great Mental Models Volume 1Shane Parrish, 2019
  2. Zero to OnePeter Thiel, Blake Masters, 2014
  3. Six Easy PiecesRichard P. Feynman, 1994
Richard P. Feynman · 1994

Six physics lectures with little maths: atoms, energy, gravity and quantum behaviour.

Recommended by: Naval Ravikant

Yuval Noah Harari · 2011

How shared fictions such as money, nations and gods let humans cooperate at scale.

“…books I've recommended, highlighted to death, or forced on friends.” — Andrew Wilkinson

Source: Andrew Wilkinson's Bookshelf, neverenough.com

Recommended by: Andrew Wilkinson, Bill Gates, Mohnish Pabrai and 38 others

Peter Thiel, Blake Masters · 2014

Why startups should build something new and own a small market before growing.

Robert M. Pirsig · 1974

A father and son's motorcycle trip framing an inquiry into what Quality means.

“If you pick it up and read it, I suspect most of you will give up before you get to the end—but please try.” — Mohnish Pabrai

Source: Mental Models for Running Startups and Businesses, SXSW 2026, March 16, 2026

Recommended by: Brad Feld, Mohnish Pabrai, Nick Sleep and 8 others

J. E. Gordon · 1981

Why structures hold up or fail: tension, compression, shear and fracture explained.

Recommended by: Elon Musk

Daniel J. Boorstin · 1983

A history of discovery: time and the clock, the earth and seas, nature and society.

Recommended by: Jim Collins, Stewart Brand

Richard P. Feynman · 1988

Stories of a physicist's first marriage and his inquiry into the Challenger disaster.

“Richard Feynman's books are awesome. Very bright physicist. Must-read!” — Mohnish Pabrai

Source: Mohnish's Bookshelf — Unorganized, yet Interesting, entry 169

Recommended by: Mohnish Pabrai, Naval Ravikant, Larry Page

David Deutsch · 1997

Reality through four strands: many-worlds physics, computation, evolution, Popper.

Edward O. Wilson · 1998

How the sciences and humanities can be unified by causal links from physics up.

“I was inspired by E. O. Wilson's book Consilience, which came out in 1998 and is a book I'd recommend.” — Michael Mauboussin

Source: MOI Global interview with Michael Mauboussin

Recommended by: Michael Mauboussin, Mohnish Pabrai

Bill Bryson · 2003

How scientists came to know what they know, from cosmology and geology to biology.

Walter Isaacson · 2007

Einstein's life and science, from the Bern patent office to relativity.

David Deutsch · 2011

Knowledge can grow without limit through good explanations that are hard to vary.

Daniel C. Dennett · 2013

Thought experiments and other tools a philosopher uses to reason carefully.

Robert G. Hagstrom · 2013

What physics, biology, psychology and other fields teach about investing.

“here's a book I read, Robert Hagstrom, who has written a lot of books about Buffett” — Thomas Gayner

Source: Masters in Business transcript: Thomas S. Gayner, Markel Corp

Recommended by: Morgan Housel, Thomas Gayner

Steven Strogatz · 2019

How calculus works and how it made modern technology possible.

David Epstein · 2019

Early specialisation works only where rules are stable; elsewhere breadth wins.

Francis Bacon · 1627

Bacon's utopia of organised research; science as an institution

Recommended by: Patrick Collison, Peter Thiel

Lewis Carroll Epstein · 1979

“There's another great book that's called Thinking Physics. I open this one all the time.” — Naval Ravikant

Source: The Knowledge Project (Farnam Street) — 'Naval Ravikant: The Angel Philosopher', full transcript

Recommended by: Naval Ravikant

Charles Van Doren · 1991

Survey of what humans have known, era by era

Recommended by: Jamie Dimon

Robert G. Hagstrom · 2000

Mental models from physics, biology and psychology, applied to investing.

“I'd recommend reading Robert Hagstrom's outstanding book, Latticework.” — Mohnish Pabrai

Source: Pabrai recommending Hagstrom's book on mental models

Recommended by: Mohnish Pabrai

Paul Strathern · 2000

The search for the periodic table; reasoning from the elements upward

Recommended by: Bill Gates

Anthony Gottlieb · 2000

History of Western philosophy from the Greeks to the Renaissance

John Brockman · 2012

Short essays on the scientific concepts most worth adopting

More mental models