Some hyperlinks
Tyler Cowen on who would possibly win and the way would possibly lose from the advance of AI
A brief historical past of the Video Recreation trade and the Activision/Microsoft case from Stratechery
The brand new Howard Marks memo “Sea change”
Mauboussin on Capital Allocation
Each time Joel Greenblatt is talking, one ought to hear (and watch)
Nature journal with a good abstract on the current Nuclear Fusion “breakthrough”
Marc Rubinstein on retail banking and Vernon Hill (Commerce Financial institution, Metro financial institution)