Monday links: beliefs and behaviors

FinanceInvestors are swapping their private BDCs for public BDCs. (wsj.com)The private equity industry has changed a lot over the years. (investmentecosystem.com)Amazon-backed X-Energy ($XE) is now public. (pitchbook.com)LayoffsBig Tech is using layoffs to afford more AI. (wsj.com)A look at this year's big corporate layoffs, so far. (wsj.com)AppleApple ($AAPL) is on track to be the biggest phone seller in China. (sherwood.news)Apple ($AAPL) Macs are the only PCs made for AI. (om.co)How to take full advantage of your Apple ($AAPL) Watch. (pogueman.substack.com)AIThe AI data center backlash is growing. (nytimes.com)Your Slacks and e-mails are being used to train AI. (futurism.com)Could AI companies get nationalized? (theatlantic.com)EconomyCompanies are saying consumers are in good shape. (thetranscript.substack.com)The rest of the world is disproportionately feeling the pain of the Iran war. (nytimes.com)Why the choice of inflation measure matters for policy. (newsletter.mikekonczal.com