Some hyperlinks 15/2026


Ben Evans argues that OpenAI/ChatGPT has not developed an excellent enterprise mannequin (but)

A superb rule of thumb to keep away from AI slob: “Previous” blogs/substacks normally don’t use AI to write down, new blogs almost definitely do

Some fascinating stats on the Okay-shaped financial system within the US

Fascinating analysis observe from Panmure on a possible “AI Draw back” situation

A superb reminder from Flyover shares, that “inventory period” is a crucial side that one ought to perceive

Fascinating deep dive into Tomra by Quartr

Geothermal start-up Fermo managed to realize a ten bn valuation at IPO however has virtually no revenues per S-1

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