Some links
Tyler Cowen on who might win and how might lose from the advance of AI
A short history of the Video Game industry and the Activision/Microsoft case from Stratechery
The new Howard Marks memo “Sea change”
Mauboussin on Capital Allocation
Whenever Joel Greenblatt is speaking, one should listen (and watch)
Nature magazine with a good summary on the recent Nuclear Fusion “breakthrough”
Marc Rubinstein on retail banking and Vernon Hill (Commerce Bank, Metro bank)
value and opportunity 