Wednesday links: AI unknowns
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Finance
- Ludovic Phalippou and William Magnuson, “In seeking access to public capital without accepting public-company obligations, private equity may have exposed itself to a much more demanding form of accountability.” (giftarticle.ft.com)
- Private equity is now in the business of college sports, via the University of Utah. (axios.com)
- Biotech M&A is booming. (giftarticle.ft.com)
AI
- How far has OpenAI fallen behind? (theatlantic.com)
- Meta ($META) is pivoting away from open source AI models. (bloomberg.com)
- AI makes up a growing percentage of VC investment. (blogs.cfainstitute.org)
Media
- Big media mergers don’t have a great track record. (variety.com)
- For consumers it’s hard to see upside to either deal for Warner Bros. ($WBD). (theirrelevantinvestor.com)
- Has Netflix ($NFLX) changed its tune on theaters? (spyglass.org)
- Streaming prices are going only in one direction. (flowingdata.com)
Restaurants
- How fast-growing Jollibee is different than other fast food chains. (theatlantic.com)
- Cracker Barrel customers are now complaining about the food. (wsj.com)
- Frozen yogurt is making a comeback. (axios.com)
Economy
- The case for the Fed cut. (carsongroup.com)
- Why we don’t typically use bond market returns this way to measure the economy. (axios.com)
Earlier on Abnormal Returns
- Personal finance links: your emotional life. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: heavy investments. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- The 12 best science books of 2025 including “The Headache: The Science of a Most Confounding Affliction―and a Search for Relief” by Tom Zeller Jr. (nextbigideaclub.com)
- The 10 best travel books of 2025 including “On the Hippie Trail: Istanbul to Kathmandu and the Making of a Travel Writer” by Rick Steves. (smithsonianmag.com)
- Five notable books from 2025 including Annie Jacobsen’s “Nuclear War: A Scenario.” (klementoninvesting.substack.com)
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