Thursday links: precise mass
3 weeks ago
2 MIN READ
Markets
- A different measure of rising S&P 500 concentration. (apolloacademy.com)
- Investors are increasingly on edge, fearful of missing out. (howardlindzon.com)
AI
- The range for outcomes at OpenAI is really wide. Some historical analogues including Visa, Napster and Lehman Brothers. (sherwood.news)
- It’s impossible to know if AI is feeding you biased or manipulated results. (om.co)
- Masayoshi Son, of Softbank fame, wants in on the AI boom. (bloomberg.com)
- Why ‘AI hallucinations’ may not be all that bad – they can be creative. (nytimes.com)
Streaming
- Picking which movies will make it is hard: the Apple ($AAPL) edition. (spyglass.org)
- Is Netflix ($NFLX) making a mistake pushing into live sports? (barrons.com)
Russia
- Russian companies are using Bitcoin to evade sanctions. (axios.com)
- Russia continues to cut undersea cables in the Baltic Sea. (reuters.com)
- How wealthy Russians are getting around sanctions on luxury goods. (ft.com)
Economy
- Weekly initial unemployment claims are hanging in there. (calculatedriskblog.com)
- Continuing claims are continuing to rise. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Longform links: a television company. (abnormalreturns.com)
- Personal finance links: relying on experts. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (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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