Committee Desk

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PRIVATE DESK

Pre-IPO · secondary marks only

No SEC EDGAR. The committee uses cached secondary valuations, revenue estimates, and listed comparables. Isolated briefs — not a secondary-market ticket.

Full private board →

Anduril

~$28B secondary (2025–26 media range)

Software-defined defense vs. prime contractor timelines

Stripe

~$65B secondary (2024 reset)

Take-rate on internet GDP, not a bank balance sheet

OpenAI

~$157B round (2024–25 range)

Compute moat vs. open-weight commoditization

Anthropic

~$61.5B round (2024)

Enterprise trust premium vs. compute bill

Seating and price

Observer · 3 lit · 58 stay empty

You pay for how many seats run. Locked seats stay dark. Isolated or division-of-labor is a method toggle — not extra seats.

Working desk

Bridge desk

Expanded committee

61 seats · $149/month

Full 61 · standard run

Partners

61 seats · $349/month

Full 61 · high compute

This desk — locked seats stay empty

Trend Research

Cathie WoodPhilippe LaffontChase ColemanRon BaronT. Rowe PriceKen FisherMark Mobius

Cycle Research

Ray DalioHoward MarksJohn TempletonGeorge SorosJohn Maynard KeynesAlan HowardBill GrossJohn PaulsonPaul Tudor Jones

Value / Quality Selection

Benjamin Graham

Warren BuffettWalter SchlossJohn NeffSeth KlarmanChuck AkreTerry SmithHetty GreenDuan YongpingLi Lu

Growth / Opportunity Selection

Peter LynchBill MillerJulian RobertsonAndreas HalvorsenStephen MandelLee AinslieBill AckmanDavid TepperMohnish PabraiJoel Greenblatt

Debate Layer

David EinhornMichael BurryCarl IcahnDan LoebPaul SingerMichael SteinhardtStanley Druckenmiller

Charlie Munger

Timing

William O'NeilMark MinerviniRichard DennisEd SeykotaSteve Cohen

Exit Discipline

Jesse LivermoreBernard BaruchNicolas DarvasPhilip FisherJohn Bogle

Quant Risk Control

Ed ThorpJim SimonsKen GriffinDavid E. ShawCliff AsnessOverdeck & SiegelIsrael Englander

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