
Monday links: a jumble of stuff
3 weeks ago
2 MIN READ
Markets
- Markets react to narratives. You don’t have to. (optimisticallie.com)
- Degeneracy is nothing new, but the modern scale of it is breathtaking. (howardlindzon.com)
DeepSeek
- A DeepSeek FAQ. (stratechery.com)
- DeepSeek is #1 in the App Store. (engadget.com)
- What the sell-side says about DeepSeek. (ft.com)
- How DeepSeek affects Meta, Google, Microsoft and OpenAI. (spyglass.org)
- How DeepSeek got where it is today. (venturebeat.com)
- Ironically, limitations may accelerated China’s AI efforts. (axios.com)
- How DeepSeek’s success could affect Nvidia ($NVDA) chip sales. (sherwood.news)
- M.G. Siegler and Alex Kantrowitz talk all things DeepSeek. (podcasts.apple.com)
Starbucks
- The in-store Starbucks ($SBUX) experience is getting a makeover. (axios.com)
- We never should have relied on Starbucks ($SBUX) for public restrooms. (theatlantic.com)
Global
- Germany’s economy is at a crossroads. (wsj.com)
- The more the U.S. bullies other countries, the more likely they will turn to China. (danieldrezner.substack.com)
- The Russian economy is struggling with the ongoing costs of war. (fortune.com)
- Soft power matters for countries. (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Adviser links: a strong indicator. (abnormalreturns.com)
- Why ‘critical ignoring’ is a crucial skill these days. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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