In this digest, we curate the most insightful free online content. This substack aspires to be a platform for your growth, whether you’re on the hunt for ideas, looking to learn from great investors, or building a great investment firm.
Latticework 2026 (November 10-11) is fully booked. I look forward to welcoming a great group in Chicago for fireside chats, panel discussions, idea pitches as well as a reception and dinner.
11 Articles We Are Reading This Week
Anthropic - Aswath Damodaran
See everything - Michael Cembalest
AI on the ballot - Ben Thompson
Art of the €1 deal - Reimar Scholz
Apple skips capex - Moses Sternstein
How to spot a bubble - Mauricio Heck
Private equity is cooked - Jen Kha
Korea’s trillion-dollar crash - Richard Gray
China as a long-term mirage - Shinya Deguchi
Anthropic’s governance, ideology - Byrne Hobart
Measuring a legacy in terms of people - John Garrett