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Billion Dollar PDFs: The Index of Capital-Moving Docs

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A Billion Dollar PDF is a document—such as a memo, deck, whitepaper, or thread—that crystallized a narrative at exactly the right moment and moved billions of dollars of capital around the field.

The term was coined by Jeremy Giffon. This project serves as an open index of the documents people frequently cite, allowing users to browse entries, read the accompanying stories, and follow links to the original sources.

The directory currently features 117 documents, including technical papers, AI essays, VC doctrines, macro memos, and worldview papers.