Thursday links: an appropriate bogey

FinanceThe case for this being the end of the private asset boom. (blogs.cfainstitute.org)Jeff Bezos is out raising money for a fund to acquire manufacturing companies and apply AI for automation. (wsj.com)AIAI's effects on company economic moats is not straightforward. (morningstar.com)Data centers now require their own logistics network. (wsj.com)The best AI isn't necessarily the most expensive. (tomtunguz.com)WarThe U.S. military is coming face-to-face with the drone revolution. (npr.org)How the war will affect the finances of the Gulf states. (semafor.com)How the Trump administration has turned destruction into Internet content. (politico.com)EuropeEurope's defense industries are booming. (ft.com)Ireland's tax revenue from multinational companies is only growing. (cfr.org)Macbook NeoBy this measure the Apple ($AAPL) Macbook Neo is a real bargain. (asymco.com)M.G. Siegler, "The MacBook Neo is truly, honest-to-goodness, great." (spyglass.org)Why only Apple can make the Neo. (macworl