value and opportunity

Even “OG” AI Guru Andrej Karpathy sees a sea change in programming over the last 2 months (TwiX link)

The monthly recap of the “Mr. Market miscalculates” Substack is a great format

The Dutch Investor Substack with a write-up on 3I/Action from August 2025

Stripe’s 2025 Annual letter is a very good read for anyone interested in payments and the economy overall

Pershing Square annual letter 2025

Not surprisingly, Psychopaths dominate political discussions on Social Media

Searching4value with an interesting write-up on Pandora jewellery