Wednesday links: special IPO rules

MarketsSome highlights from Q1 returns including a big move in energy stocks. (novelinvestor.com)Most investors come up with a theory and then look for evidence. (chartkidmatt.com)Pictures of the moon are quite a contrast to the mess here on Earth. (howardlindzon.com)FinanceCan AI be used to do audits? (wsj.com)Why the definition of a swap matters. (dopaminemarkets.com)The Morgan Stanley Bitcoin Trust ($MSBT) is now live. (wealthmanagement.com)IPOsHow different index providers are planning to deal with mega IPOs like SpaceX. (morningstar.com)Looser inclusion rules will stick index investors with the bag. (acadian-asset.com)How private markets will get reshuffled after the big three go public. (morningstar.com)When will SpaceX and Tesla ($TSLA) merge? (wsj.com)Claude MythosWhy Anthropic is holding back the release of Claude Mythos. (nytimes.com)AI can now break, and fix stuff, at scale. (spyglass.org)Why spending will now shift to hardening systems. (tomtunguz.com)Are future AI model re