What I read this week...
Wall St goes long AI, FTC whipsaw, chatbot dating
Pod up… bit.ly/alline129
All the arguments against EVs are wrong (Noah Smith)
Steve Cohen Is ‘Pretty Bullish’ on Markets Thanks to AI (Bloomberg)
How the Right and the Left Switched Sides on Big Business (The Atlantic)
Disney cancels plans for $1 billion campus, 2,000 jobs in Florida (Reuters)
Antitrust Gone Wild Against Amgen (WSJ Opinion)
FTC Expands Probe of Drug Middlemen to Include Rebate Companies (Bloomberg)
TikTok Ban Signed in Montana, Paving Way for First Amendment Legal Battle (WSJ)
China’s Global Influence Game (Discourse)
From root to crown, Mast Reforestation is regrowing the tree economy for the 21st century (TechCrunch)
Land-Use Reforms and Housing Costs (Urban Institute)
What if San Francisco never pulls out of its ‘doom loop’? (FT)
would you flirt with a chat bot? (Liz Plank)
Comrade Chamath - great to see you on Substack. I'm a big fan of the all-in pod. Here are a few spicy links for you related to VC/tech:
Why has the Sequoia partner who lost $214M on FTX not been held accountable? https://yuribezmenov.substack.com/p/sequoia-ftx-214million-disaster
Why has the 8VC partner who was the only external board member on UBiome, the fraudulent gut health company, not been held accountable? https://www.businessinsider.com/who-is-on-the-ubiome-board-of-directors-after-fbi-raid-2019-5
Why didn't SVB have a chief risk officer for almost a year before it imploded due to poor risk management? https://yuribezmenov.substack.com/p/svb-linkedin-receipts
How Biden Manage (Giant Leap of) ChatGPT, AI, and TikTok in U.S. Soil
https://prada.substack.com/p/how-biden-manage-giant-leap-of-chatgpt