📶 Revisiting the Tiger strategy (again)

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Good morning 👋

What a week.

• David Sacks has a new gig in the White House

• a16z shared where they’re investing going into 2025

• Nik Milanović (GP @ The Fintech Fund) shared how he’s thinking about the fintech landscape 

• We put out a full market map of the companies that are recreating the modern investment firm\

Lots of typing.

Let’s get into today’s piece.

Today’s highlights

• An update on Tiger Global’s returns

• Naval’s mental models

• The modern investment firm market map

• The startups working to lowering your taxes