Some links 20/2026
Some deep thoughts on writing with AI from VC legend Brad Feld
Some thoughts on how mRNA technology could move beyond vaccines
Nice 6M letter from Intrinsic Funds with deep dives into Mercado Libre & Nubank
A new Mauboussin paper on the wisdom and non-wisdom of crowds
A great presentation on UK Trusts at a discount via Swen Lorenz
An epic and well written introduction and deep dive into the (US) Power Market
Even in “everything goes” Texas, AI data centers face more scrutiny on power and resources consumption
value and opportunity 
The Brad Feld link on AI-assisted writing is spot on. I’ve been experimenting with the same idea from the other end — turning research and notes into a finished booklet rather than a blog post. What surprised me is that the layout/formatting step is where AI actually saves the most time, not the drafting itself. Been using Booklet AI for that part specifically; it handles page structure so the writing stays the human part. Curious if Feld’s piece goes into the formatting/output side at all or just the drafting.