Some links 20/2026

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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  

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