value and opportunity

Ben Evans argues that OpenAI/ChatGPT has not developed a great business model (yet)

A good rule of thumb to avoid AI slob: “Old” blogs/substacks usually don’t use AI to write, new blogs most likely do

Some interesting stats on the K-shaped economy in the US

Interesting research note from Panmure on a potential “AI Downside” scenario

A good reminder from Flyover stocks, that “stock duration” is an important aspect that one should understand

Interesting deep dive into Tomra by Quartr

Geothermal start-up Fermo managed to achieve a 10 bn valuation at IPO but has almost no revenues per S-1