Friday links: a public-private divergence
Tadas Viskanta
Abnormal Returns
20 hours ago
2 MIN READ
Markets
- There is a bull market in bombs and ammo. (ft.com)
- Still no signs of stress in the high yield bond market. (stockmarkettv.com)
IPOs
- Crypto companies, like BitGO ($BTGO), are still going public. (wsj.com)
- EquipmentShare.com ($EQPT) just went public. (barrons.com)
Finance
- Startups are increasingly selling to other startups. (pitchbook.com)
- Capital One ($COF) is buying Brex. (news.crunchbase.com)
- The TikTok deal is done. (axios.com)
AI
- A look at the interlocking deals that make up the AI industry. (bloomberg.com)
- How is Apple ($AAPL) going to implement AI on the iPhone? (spyglass.org)
- Think twice before giving OpenAI your confidential health info. (theverge.com)
- 10 lessons from AI coding agents. (arstechnica.com)
- Anguilla is making bank on .ai domains. (sherwood.news)
Earlier on Abnormal Returns
- Podcast links: the future of football. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: harvesting knowledge. (abnormalreturns.com)
- Is enshittification the driver of higher corporate profit margins? (abnormalreturns.com)
- The U.S. has become a riskier place to do business. (abnormalreturns.com)
- Your favorite [fill in the blank] will close someday. Nothing lasts forever. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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