Monday links: discounting AI
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Crypto
- Strategy ($MSTR) purchased more Bitcoin. (theblock.co)
- Bitmine ($BMNR) purchased more Ethereum. (theblock.co)
Companies
- Intel ($INTC) stock is having a moment. (msn.com)
- AI is messing with the terminal values of software companies. (flyoverstocks.com)
- The U.S. is getting its first new aluminum smelter in half a century. (wsj.com)
AI
- AI users are bumping up against compute limits. (wsj.com)
- AI has been used to identify cybersecurity issues for years. (calnewport.com)
- Do serious companies need their own AI model? (spyglass.org)
Hungary
- How Hungary lost faith in Viktor Orban. (politico.eu)
- A vote for Tisza was above all a vote against Orban. (wsj.com)
- Winners and losers from Hungary’s election. (politico.eu)
- You could see the opposition to Orban in the streets. (paulkrugman.substack.com)
- What’s on tap for a new government. (theguardian.com)
- Orban’s loss punctured the myth of illiberal inevitability. (theatlantic.com)
Media
- Local news outlets are closing. Why we need archive their their output. (poynter.org)
- Why we aren’t seeing more pictures of the damage from Iranian strikes. (semafor.com)
- The Economist is abandoning anonymity for its authors. (nytimes.com)
- Nilay Patel talks with Puck CEO Sarah Personette. (theverge.com)
- What is the future of the business book? (ft.com)
Taxes
- Tax refunds are up 11% year-over-year. (fa-mag.com)
- The IRS is undermanned and outgunned. (wsj.com)
- Want to tax billionaires? Eliminate the estate tax. (theatlantic.com)
Economy
- The Fed is kinda stuck. (economist.com)
- Instantaneous inflation measures are headed higher. (econbrowser.com)
Earlier on Abnormal Returns
- Adviser links: the first year of widowhood. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Rebecca Solint, “Across the branches of government, the services that are supposed to protect us – nuclear stockpile monitoring, cybersecurity, counter-terrorism – are being undermined, understaffed or trashed.” (theguardian.com)
- Trump spends a LOT of time at his own properties. (flowingdata.com)
- Competence typically wins out. (scottsumner.substack.com)
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