What I read this week...
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Jan 27, 2023
Stripe Plans to Go Public in Next Year or Make a Deal to Resolve Employee Stock Squeeze (The Information)
The fiscal arsonists (Noahpinion)
Former Trump UN ambassador Nikki Haley gears up for likely 2024 run for president (CNBC)
🤖 AI can generate essays, pictures, and, it turns out, huge healthcare savings (Faster, Please)
Washington Post starts anticipated layoffs (Axios)
Roman Abramovich’s Long-Shot Effort to Save Ukraine, His Reputation and His Fortune (WSJ)
The Summer-Camp Feeding Frenzy Has Already Begun (The Atlantic)
Monterey Park shooter: Glimpses into a life ‘so miserable and desperate’ (LAT)
California flooding causes billions in economic losses, estimates show (Axios)
Deep Dive
How private credit works, how it grew, and what the AI buildout changes.
Oct 9, 2026
What 6 datasets say about AI and jobs.
Oct 2, 2026
We can see AI ROI everywhere except the productivity numbers. Why?
Sep 25, 2026
We examine how open and closed model makers compete, the strategies behind each approach, and where the profits accrue.
Sep 18, 2026
AI’s appetite for specialized chips, power, and speed created an opening for a new kind of cloud. Learn with me below...
Sep 8, 2026
California is the 5th largest economy in the world, but 43% of its own residents say the budget is a "big problem." So let’s take a closer look at the budget...
Aug 28, 2026
