Sunday links: CEO as CRO
Prediction marketsAnother war, another likely case of insider trading. (theblock.co)Polymarket is all in on Iran-related markets. (coindesk.com)NetflixNetflix ($NFLX) is cashing a $2.8 billion consolation prize. (wsj.com)The best way to win a bidding war is to not bid. (seths.blog)Netflix ($NFLX) avoided a big headache. (theatlantic.com)AI and workMike Konczal, "The unsettling result isn’t that AI causes a recession. It’s that AI can raise output while worsening workers’ position, a distributional transformation without a traditional macro crisis." (newsletter.mikekonczal.com)Why Block ($XYZ) is blaming AI for its job cuts. (om.co)Block won't be the last company to do this. (howardlindzon.com)Companies will now expect more from their workers. (tomtunguz.com)Technology has eliminated tasks, but jobs remain. (awealthofcommonsense.com)AnthropicWhy Anthropic's Pentagon decision was pretty straight forward. (anildash.com)The Department of Defense's position on Anthropic is paradoxical. (th
Prediction markets
- Another war, another likely case of insider trading. (theblock.co)
- Polymarket is all in on Iran-related markets. (coindesk.com)
Netflix
- Netflix ($NFLX) is cashing a $2.8 billion consolation prize. (wsj.com)
- The best way to win a bidding war is to not bid. (seths.blog)
- Netflix ($NFLX) avoided a big headache. (theatlantic.com)
AI and work
- Mike Konczal, "The unsettling result isn’t that AI causes a recession. It’s that AI can raise output while worsening workers’ position, a distributional transformation without a traditional macro crisis." (newsletter.mikekonczal.com)
- Why Block ($XYZ) is blaming AI for its job cuts. (om.co)
- Block won't be the last company to do this. (howardlindzon.com)
- Companies will now expect more from their workers. (tomtunguz.com)
- Technology has eliminated tasks, but jobs remain. (awealthofcommonsense.com)
Anthropic
- Why Anthropic's Pentagon decision was pretty straight forward. (anildash.com)
- The Department of Defense's position on Anthropic is paradoxical. (theatlantic.com)
- Anthropic's brand is now clear. (natesilver.net)
Iran
- Regime change is harder than it looks. (richardhaass.substack.com)
- The U.S. has a munitions problem. (wsj.com)
- Why $100 oil is unlikely. (semafor.com)
- What's the plan here? (theatlantic.com)
ICE
- Judges continue to push back against ICE tactics. (politico.com)
- ICE agents are stealing detainees papers. (motherjones.com)
- How is the training of ICE agents going? (nytimes.com)
Spending
- The FBI is spending big to protect Kash Patel's girlfriend. (nytimes.com)
- The DHS is splashing out big on new planes. (gillianbrockell.ghost.io)
Economy
- The term spread is shrinking. (econbrowser.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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