Wednesday links: evolving living standards
Tadas Viskanta
Abnormal Returns
10 months ago
2 MIN READ
Nvidia
- It’s hard to overstate just how big a rally Nvidia ($NVDA) has seen. (downtownjoshbrown.com)
- Then again, few large companies have grown this fast. (theirrelevantinvestor.com)
AI
- A look at the AI tech stacks for various players in the industry. (stratechery.com)
- Why Zuck and Meta ($META) have embraced an open AI standard. (nytimes.com)
- AI spending is going to grow as more countries jump into the game. (ft.com)
- Europe is lagging on the AI front. (annehelen.substack.com)
Search
- What is an acceptable error rate for AI? (tomtunguz.com)
- Why more search is going to be done by generative AI. (thediff.co)
Companies
- ConocoPhillips ($COP) is buying Marathon Oil ($MRO). (wsj.com)
- The energy drink segment is booming. (scheplick.com)
Economy
- The consumer and manufacturing economies are diverging. (bonddad.blogspot.com)
- Just how tight is the Fed? (apolloacademy.com)
Earlier on Abnormal Returns
- Personal finance links: prioritizing your future. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: social phenomena. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
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