Friday links: breadth and depth

StrategyVishal Khandewal, "Most investment mistakes aren’t failures of information. They’re failures of judgment" (safalniveshak.com)What makes for an ideal industry to invest in? (fortunefinancialadvisors.com)RIP, FCOJ. (axios.com)CryptoStrategy ($MSTR) changed its name just about a year ago. (trendlabs.com)Bitcoin volatility is the norm. (capitalspectator.com)Prediction marketsA Q&A with Tarek Mansour, co-founder and CEO of Kalshi. (giftarticle.ft.com)How professional bettors are adjusting to the rise of prediction markets. (bloomberg.com)Will prediction market participants do something more than bet on sports? (theatlantic.com)Are prediction markets and sports books going to remain distinct businesses? (frontofficesports.com)AIA look at just how fast AI demand is growing. (tomtunguz.com)A look the scale of the cloud computing backlog. (sherwood.news)Software stocks are acting as if AI is an existential threat. (newcomer.co)The AI.com domain just changed hands for big bucks. (ft.com)