Join 📚 Edwin's Highlights
A batch of the best highlights from what Edwin's read, .
In the past year+, millions upon millions of dollars have been invested in the picks and shovels of the AI ecosystem. We’ve invested in some of those picks and shovels ourselves. This camp is for people who are using those picks and shovels, plus their own secret sauce, to make highly valuable, engaging products for end users.
Announcing AI Camp: Native Applications
render.betaworks.com
In the frontispiece to Security Analysis, Ben Graham and Dave Dodd quoted Horace: "Many shall be restored that now are fallen and many shall fall that are now in honor." Fifty-two years after I first read those lines, my appreciation for what they say about business and investments continues to grow.
Chairman's Letter
berkshirehathaway.com
For all the complexities of the acquisition, and all the bankers and lawyers it requires, Armstrong’s storyline suggested that such deals between big media companies really boil down to money, personality, and ego. “Once you read enough of those books, you realize the boundaries are very strict on what’s possible,” Armstrong says. “But within what’s possible, anything is possible—as long as the money makes sense.”
It's Not TV
Felix Gillette and John Koblin
...catch up on these, and many more highlights
Readwise