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
AI trade - Aswath Damodaran
Bank deposits - John Cronin
Fraud is everywhere - Francine McKenna
Claude as second brain - Sebastian Krog
Most intelligence is search - Tomas Pueyo
Larry David’s many failures - Blake Harris
Measuring the swarm economy - Gavin Morrison
Hardware specialization is back - Zain Asgar
Which software firms survive AI - Reimar Scholz
AI and the hunger for connection - Eric Markowitz
AI, short-termism and price discovery - Drew Dickson