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.
Check out the agenda for Latticework 2026 (November 10-11). The summit features fireside chats, panel discussions, idea pitches, and a group dinner. Capacity is strictly limited. Secure your seat now.
An executive summary of this week’s selections:
11 Articles We Are Reading This Week
AI shopping - Alex Immerman
Apps and agents - Ben Thompson
Living in the future - Byrne Hobart
The mirror and the gap - Garrett Ennis
Goliath’s side of the story - Devendra Bambardekar
AI warfare oversight pitfalls - Joshua Keating
Investors and consumer agents - Andrew Walker
Inside a secretive trading house - Max Abelson
OpenAI’s customer creation edge - David George
Conceptual gaps in investors’ thinking - Mallika Paulraj
Cheap valuations when the rules change - Reimar Scholz
Letters, Presentations, Writeups…
Industry Insights: aerospace | ai | gaming | industrials | satellites | software
Geographic Insights: China | Europe | Germany | Japan | Korea | UK
Letters: Ares | Brock Milton | McElvaine | Pender | Quercus | Trident
Company Insights: Braskem | CBG | Green | Liquidia | Nike | OMSE | QURE
Company Slides: Accenture | Carnival | CIBC | Concentrix | Jabil | Micron
“The cost of a thing is the amount of what I will call life which is required to be exchanged for it, immediately or in the long run.” —Henry David Thoreau
5 Videos We Are Watching This Week
Blackstone - Eric Schmidt on rockets and the road to superintelligence
Bloomberg - Bob Chapek on why Disney needs another growth engine
Steve Eisman - Steve Eisman on Enron-era tricks used to hide AI debt
Knowledge Project - Bill Ackman on why many investors will lose big
Invest Like The Best - Noah Shinn on the business of personal agents
5 Podcasts We Are Listening to This Week
Norges - Kai Yu on car chips, self-driving and China’s breakneck pace
Dwarkesh - Si Sheppard on the conquistadors who toppled two realms
David Senra - Ronnie Fieg on building Kith, a global streetwear brand
Flyover Stocks - Luca Dellanna on corporate culture as a track record
Conversations with Tyler - Luis Garicano on Spain, Europe, and jobs
A reminder: Lucas Miller of UC Berkeley, a keynote speaker at Latticework 2026, is studying how investors are bringing AI into their process in ways that sharpen judgment rather than erode it. Take this very quick survey — two respondents, drawn at random, will receive a prize. The raffle closes on October 9. Lucas will share the results at the Latticework summit in Chicago.
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