In Case You Missed It: HIFS and MED Quick Updates
WD-40 Secret Formula Club (WSJ)
Dario Amodei (CEO of Anthropic) on AI Safety
This is a very long article but worth a read to understand how AI might negatively impact the world. Now I want to watch Contact again.
MicroCap Club Interview with Tim Hanson of Permanent Equity
Physics
This is pretty wild.
This week in Berkshire History
January 29, 2016: Berkshire acquires Precision Castparts Corp. for $37.2 billion.
January 31, 2023: Acquired an additional 41.4% interest in Pilot Flying J (2nd of 3 steps). Sidenote: I have a full juicy account of the Pilot transaction in the 2nd edition of The Complete Financial History of Berkshire Hathaway.
That’s it for this week. Hit reply and let me know what you think. What have you been reading that’s worth sharing? Let me know in the comments.
Stay Rational!
Adam
Pre-Order the 2nd Edition Now!
Amazon, Barnes & Noble, or directly from Harriman House, and at other major bookstores, for delivery in April 2026.
I love Buffett's description of what he looks for. I think what he's saying is "if you dive too deep then you'll miss what really matters."