Wednesday links: a modest gatekeeping role

AnthropicWhy Anthropic has to go public. (axios.com)More leaks from the draft Anthropic S-1. (wsj.com)AINobody knows how all this is going to work out. (awealthofcommonsense.com)Eric Kantrowitz talks AI with Alphabet ($GOOGL) CEO Sundar Pinchai. (bigtechnology.com)Anthropic is moving closer to recursive self-improvement. (theargumentmag.com)Data centersThe data center industry needs a reset. (econofact.org)Winners and losers if the data center build out slows down. (apollo.com)The data center boom is bumping up against real world constraints. (ft.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)EconomyWhy the Fed should hike rates. (stayathomemacro.substack.com)The housing market is stuck in the mud. (calculatedrisk.substack.com)Is the labor market more at-risk today of an economic shock? (snippet.finance)A look at the gap betwee