In Case You Missed It: Bank of South Carolina (BKSC)
Another great conversation between Shane Parrish and Rory Sutherland
I enjoy the glimpses into Sutherland’s mind about how the world works.
Evolutionary Finance has a thought-provoking new post about AI.
As I put it in an email to Drew Estes, the AI infrastructure build is like four companies competing to build a new interstate highway system, all thinking they’re competing in a tech-like winner-take-all system, when in fact they are sowing the seeds of low prices for compute. Highly recommend you read Drew’s work, it’ll get you thinking
I was on a podcast/interview spree this week. Here’s David Senra’s interview with James Dyson
I’d like to think these are BNSF tracks….
This week in Berkshire History
December 18, 2000: Berkshire acquires Benjamin Moore Paint for $1 billion cash
December 19, 2013: NV Energy was acquired for $5.6 billion
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
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