Thursday links: short-run market fun

CompaniesApple ($AAPL) now makes about 25% of iPhones in India. (asymco.com)The LiveNation ($LYV) deal will do nothing to bring down ticket prices. (boondoggle.substack.com)Why are people so freaked out about institutional ownership of single family homes? (marginalrevolution.com)Private assetsInsurance companies have a lot of private credit exposure. (philbak.substack.com)2028 will see a lot of lower-grade software debt mature. (apolloacademy.com)Are target date and 401(k) managers going to scared off from adding private asset exposure? (fa-mag.com)The investment industry has overhyped the case for private assets. (thealtview.substack.com)AIWill AI turn out to be a good bubble or a bad bubble? (theatlantic.com)Why AI may never be cheaper that it is right now. (axios.com)The best Go players now mimic AI moves. (technologyreview.com)IranCharles Edward Gehrke, "The system that governs international shipping is, at its foundation, voluntary." (theconversation.com)How the U.S. came to stri