Some links

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China’s impact on the world economy has increased significantly

Interesting rant on why AI won’t replace any job and Won’t drive any car

Fantastic slide deck on how the VC market has developed (hint: a lot of value is now captured pre IPO)

Pabrais’s “free lunch portfolio” tanked in 2018 but he is proposing a new one for 2019

“Bond King” Bill Gross now has officially retired. Maybe a few years too late.

Sequoia Fund Q4 letter

Random thoughts on HoldCos, Netflix, SPorts Media company and some links

 

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