value and opportunity

The “3D Printing Winter” seems to be over and the technology is becaoming quite common in many areas

Ben Thompson (Stratechery) with a good summary on Sillicon Valley Bank (This is so last week)

A very thoughtful post on US Deposit Insurance from Rational Walk

Interesting Deep Dive on AMD from the Punch Card Investor

The excellent Wintergems Substack with a first post about Canadian company Richelieu Hardware

A good summary of the improvements of GPT4 which was released last week

Prime, a UK based, Influencer pushed Energy drink is taking Social Media marketing to the extreme