Billion Dollar PDFs

A directory called 'Billion Dollar PDFs' catalogs 117 documents—memos, decks, whitepapers, and threads—that crystallized narratives at pivotal moments and moved billions of dollars in capital, particularly in the AI field. The term was coined by Jeremy Giffon, and the index allows users to browse entries, expand for stories, and access original links.

A directory · 2026 Billion Dollar PDFs A Billion Dollar PDF is a document — a memo, a deck, a whitepaper, a thread — that crystallized a narrative at exactly the right moment and moved billions of dollars of capital around the field. The term is Jeremy Giffon’s https://x.com/jeremygiffon/status/1965535859073319334 . This is an open index of the ones people keep citing — browse it below, expand any entry for the story, and follow the link to read the original. 117 documents Technical Paper Technical Paper AI Essay Technical Paper VC Doctrine Worldview Technical Paper Worldview Technical Paper VC Doctrine Macro Memo Technical Paper showing 12 of 117