The book this episode covers
Softwar
Matthew Symonds with Larry Ellison · Reading rank 81 · in 5 other episodes
David calls Softwar the first book anyone should read on Larry Ellison, because the author traveled with him for two years, and closes by highly recommending it.
Dedicated episode · Explicit praise · Founder theme · Reread language
Books David recommends along the way
Jeff Bezos' Shareholder Letters
Jeff Bezos · Reading rank 4 · in 32 other episodes
Investing heavily in customer acquisition as a winning system, drawn from Bezos's shareholder letters.
Founder theme
The NVIDIA Way
Tae Kim · Reading rank 64 · in 4 other episodes
David compares Nvidia’s education of the market about CUDA and GPUs with Oracle’s effort to teach customers about internet applications.
Cross-episode reference · Founder theme
Each note is a short paraphrase of why David brings the book up. Book pages show every piece of evidence and its review status. How ranking works