Friday links: ads ruin everything
Tadas Viskanta
Abnormal Returns
15 hours ago
2 MIN READ
Finance
- On the high costs of gaining access to pre-IPO companies. (wsj.com)
- Why London serves as a global startup hub. (economist.com)
- How a loan goes from 100 cents on the dollar to default in weeks. (wsj.com)
- Kalshi is fighting legal battles on a number of fronts. (npr.org)
Companies
- Magic the Gathering has become a bigger part of Hasbro’s ($HAS) business. (ft.com)
- Walmart ($WMT) is paying up for pharmacy technicians. (axios.com)
- Once a high flyer, Allbirds ($BIRD) is now valued around $33 million. (techcrunch.com)
AI
- Meta ($META) and Apple ($AAPL) are approaching AI from very different perspectives. (spyglass.org)
- How AI capital spending will reshape credit markets. (apolloacademy.com)
- AI crawlers are turning to back doors to paywalled content. (niemanlab.org)
- Generative engine optimization is the new SEO. (wsj.com)
- What if AI succeeds, and OpenAI fails? (noahpinion.blog)
ICE
- These companies are cleaning up on ICE spending. (ft.com)
- How ICE utilizes all manner of technologies. (washingtonpost.com)
- The people avoiding medical care because of ICE. (axios.com)
The Fed
- Why Trump likely picked Kevin M. Warsh for Fed Chair. (paulkrugman.substack.com)
- Why there could be Senate pushback to Warsh. (thebasispoint.com)
- Kevin Warsh’s father-in-law is billionaire Trump donor Ronald Lauder. (fa-mag.com)
- Warsh is in the Stanley Druckenmiller extended universe. (ft.com)
Economy
- American companies pay a record premium relative to the rest of the world for aluminum. (bloomberg.com)
- December PPI came in hot. (bloomberg.com)
Earlier on Abnormal Returns
- Podcast links: accredited investors. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: performative discipline. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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