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SHAREHOLDER ARCHIVE

LETTERS FROM THE CEO

Read the latest strategy updates, shareholder letters, and essays from Alistair Vance.

FILTER BY YEAR:
May 4, 2026 Q1 Briefing

Letter to Shareholders

In advance of our Q1 2026 results.

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Feb 2, 2026 Annual Briefing

Letter to Shareholders

In advance of our Q4 2025 results.

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Nov 3, 2025 Q3 Briefing

Letter to Shareholders

In advance of our Q3 2025 results.

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Aug 4, 2025 Q2 Briefing

Letter to Shareholders

In advance of our Q2 2025 results.

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May 5, 2025 Q1 Briefing

Letter to Shareholders

In advance of our Q1 2025 results.

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Feb 3, 2025 Annual Briefing

Letter to Shareholders

In advance of our Q4 2024 results.

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Nov 4, 2024 Q3 Briefing

Letter to Shareholders

In advance of our Q3 2024 results.

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Aug 5, 2024 Q2 Briefing

Letter to Shareholders

In advance of our Q2 2024 results.

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May 6, 2024 Q1 Briefing

Letter to Shareholders

In advance of our Q1 2024 results.

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Feb 5, 2024 Annual Briefing

2024 Annual Letter

In advance of our annual results for 2023.

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Nov 2, 2023 Q3 Briefing

Letter to Shareholders

In advance of our Q3 2023 results.

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Aug 7, 2023 Q2 Briefing

Letter to Shareholders

In advance of our Q2 2023 results.

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July 25, 2023 NYT Essay

Our Oppenheimer Moment

An essay in the New York Times on the creation of artificial intelligence weapon systems and alignment.

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May 8, 2023 Q1 Briefing

Letter to Shareholders

In advance of our Q1 2023 results.

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Apr 27, 2023 Product Briefing

AIP in Action

On the release of demonstrations of our Artificial Intelligence Platform.

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Apr 19, 2023 Update

The S&P 500

On the recent update to eligibility for the S&P 500.

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Apr 7, 2023 Strategy

Our New Platform

On bending artificial intelligence to our collective will.

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Feb 13, 2023 Annual Briefing

2023 Annual Letter

In advance of our annual results for 2022.

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Jan 17, 2023 Announcement

A New Foundation

On the establishment of The Agorrus Foundation for Defense Policy & International Affairs.

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Dec 30, 2022 Essay

Software and War

On the role of software in modern warfare and defense operations.

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Nov 7, 2022 Q3 Briefing

Letter to Shareholders

In advance of our Q3 2022 results.

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Sep 20, 2022 Update

Interim Update

On the next generation of artificial intelligence and strategic enterprise models.

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Aug 8, 2022 Q2 Briefing

Letter to Shareholders

In advance of our Q2 2022 results.

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May 9, 2022 Q1 Briefing

Letter to Shareholders

In advance of our Q1 2022 results.

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Mar 10, 2022 sovereignty

In Defense of Europe

In response to the invasion of Ukraine and the technological independence of allied nations.

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Feb 14, 2022 Annual Briefing

2022 Annual Letter

In advance of our annual results for 2021.

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Aug 25, 2020 Listing

Direct Listing Letter

Ahead of our public listing on the stock exchange.

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