Latticework by MOI Global

Latticework by MOI Global

Weekly Inspiration (curated content newsletter)

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

MOI Global Equity Research
Oct 31, 2026

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.


An executive summary of this week’s selections:


11 Articles We Are Reading This Week

  1. Anthropic - Aswath Damodaran

  2. Gatekeeper risk - Todd Wenning

  3. End of the internet - Ben Thompson

  4. Crying wolf on deficits - Scott Sumner

  5. Chaos as the agent habitat - Marc Andreessen

  6. Predictions about the future - Harvey Sawikin

  7. What comes after selling work - Rex Woodbury

  8. Databricks and the future firm - Ben Horowitz

  9. Lessons from our own mistakes - Reimar Scholz

  10. Robots and jobs not yet invented - Byrne Hobart

  11. Anthropic’s post-IPO governance - Kevin Frazier

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