Friday links: what happens next
Tadas Viskanta
Abnormal Returns
16 hours ago
2 MIN READ
Strategy
- Sometimes an investment works out, even when it shouldn’t. (morningstar.com)
- Don’t discount the impact of skew on investment returns. (fortunesandfrictions.com)
Bonds
Finance
- What a SpaceX IPO could look like. (reuters.com)
- Intercontinental Exchange ($ICE) is putting another $600 million into Polymarket. (theblock.co)
Big Tech
- How Amazon ($AMZN) is building out fast rural delivery. (wsj.com)
- Apple ($AAPL) actually cares about making great computers. (spyglass.org)
- Google ($GOOGL) is getting out of the fiber business. (om.co)
Food
- NotCo is helping big food create ‘plant-based alternatives for products typically made from dairy and meat.’ (forbes.com)
- Danone is buying protein shake maker Huel. (sherwood.news)
- Vertical farming hasn’t lived up to its promise. (nytimes.com)
- How to get Americans to eat more seafood. (apnews.com)
AI
- Derek Thompson talks AI with Anthropic co-founder Jack Clark. (derekthompson.org)
- Companies don’t need to pay taxes on agents. (tomtunguz.com)
- AI needs the open web. (techdirt.com)
- AI has a PR problem. (yahoo.com)
Drones
- In the age of drones are tanks and artillery outdated? (theatlantic.com)
- The U.S. military is not prepared for a full-on drone war. (wsj.com)
- A Russian drone put a hole in the containment dome at Chernobyl. (ft.com)
Economy
- Diesel price increases are outpacing gasoline. (nytimes.com)
- The helium shortage is real. (ft.com)
- The war isn’t helping consumer confidence. (econbrowser.com)
- There are now more women employed in the U.S. than men. (axios.com)
- Jerome Powell didn’t ask to be a part of the resistance. (thebulwark.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: a policeman on the take. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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