Tuesday links: active overload
MarketsAn industry has already built up around SpaceX ($SPCX) derivatives. (axios.com)The AI boom is being fueled by debt. (axios.com)StrategySometimes models just stop working. (ofdollarsanddata.com)Seven lessons from the SpaceX ($SPCX) IPO. (fortunesandfrictions.com)AISpaceX ($SPCX) is buying Cursor. (wsj.com)Is AI really the culprit behind tech layoffs? (techcrunch.com)Nineteen thoughts about AI and Europe, including 'A reason why American companies don’t want to build their biggest data centers in Europe is political risk.' (siliconcontinent.com)Five insights from Josh Tyrangiel's new book, "AI for Good: How Real People Are Using Artificial Intelligence to Fix Things That Matter." (nextbigideaclub.com)MediaWhy the DOJ didn't block the Paramount ($PSKY) deal for Time Warner. (wsj.com)Why Fox ($FOX) wants Roku ($ROKU)...think data. (prospect.org)How Blumhouse continues to crank out hits. (readtrung.com)Apple TV is the new HBO. (lowpass.cc)OilThe cat is out of the bag. The Strait
Markets
- An industry has already built up around SpaceX ($SPCX) derivatives. (axios.com)
- The AI boom is being fueled by debt. (axios.com)
Strategy
- Sometimes models just stop working. (ofdollarsanddata.com)
- Seven lessons from the SpaceX ($SPCX) IPO. (fortunesandfrictions.com)
AI
- SpaceX ($SPCX) is buying Cursor. (wsj.com)
- Is AI really the culprit behind tech layoffs? (techcrunch.com)
- Nineteen thoughts about AI and Europe, including 'A reason why American companies don’t want to build their biggest data centers in Europe is political risk.' (siliconcontinent.com)
- Five insights from Josh Tyrangiel's new book, "AI for Good: How Real People Are Using Artificial Intelligence to Fix Things That Matter." (nextbigideaclub.com)
Media
- Why the DOJ didn't block the Paramount ($PSKY) deal for Time Warner. (wsj.com)
- Why Fox ($FOX) wants Roku ($ROKU)...think data. (prospect.org)
- How Blumhouse continues to crank out hits. (readtrung.com)
- Apple TV is the new HBO. (lowpass.cc)
Oil
- The cat is out of the bag. The Strait of Hormuz can be closed at any time. (semafor.com)
- The U.S. Strategic Petroleum Reserve is at its lowest level since July 1983. (axios.com)
Iran
- Eight open questions about the Iran MOU. (axios.com)
- The Trump administration never sold the American public on the war. (edgyoptimist.substack.com)
- What goals did the U.S. achieve in Iran? (danieldrezner.substack.com)
Economy
- What to expect from Kevin Warsh's first FOMC meeting. (stayathomemacro.substack.com)
- How the war in Iran changed the global economy. (nytimes.com)
Earlier on Abnormal Returns
- Research links: distinct economic forces. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the reality of aging. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Share
What's Your Reaction?
Like
0
Dislike
0
Love
0
Funny
0
Angry
0
Sad
0
Wow
0