Tuesday links: active overload
Tadas Viskanta
Abnormal Returns
14 hours ago
2 MIN READ
Markets
- An industry has already built up around SpaceX ($SPCX) derivatives. (axios.com)
- The AI boom is being fueled by debt. (axios.com)
Strategy
- Sometimes models just stop working. (ofdollarsanddata.com)
- Seven lessons from the SpaceX ($SPCX) IPO. (fortunesandfrictions.com)
AI
- SpaceX ($SPCX) is buying Cursor. (wsj.com)
- Is AI really the culprit behind tech layoffs? (techcrunch.com)
- Nineteen thoughts about AI and Europe, including ‘A reason why American companies don’t want to build their biggest data centers in Europe is political risk.’ (siliconcontinent.com)
- Five insights from Josh Tyrangiel’s new book, “AI for Good: How Real People Are Using Artificial Intelligence to Fix Things That Matter.” (nextbigideaclub.com)
Media
- Why the DOJ didn’t block the Paramount ($PSKY) deal for Time Warner. (wsj.com)
- Why Fox ($FOX) wants Roku ($ROKU)…think data. (prospect.org)
- How Blumhouse continues to crank out hits. (readtrung.com)
- Apple TV is the new HBO. (lowpass.cc)
Oil
- The cat is out of the bag. The Strait of Hormuz can be closed at any time. (semafor.com)
- The U.S. Strategic Petroleum Reserve is at its lowest level since July 1983. (axios.com)
Iran
- Eight open questions about the Iran MOU. (axios.com)
- The Trump administration never sold the American public on the war. (edgyoptimist.substack.com)
- What goals did the U.S. achieve in Iran? (danieldrezner.substack.com)
Economy
- What to expect from Kevin Warsh’s first FOMC meeting. (stayathomemacro.substack.com)
- How the war in Iran changed the global economy. (nytimes.com)
Earlier on Abnormal Returns
- Research links: distinct economic forces. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the reality of aging. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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