Sublime
An inspiration engine for ideas
Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.comIn it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently w... See more
Patrick OShaughnessyx.comAre Blockchains Decentralized? Unintended Centralities in Distributed Ledgers
The report investigates the true decentralization of blockchains, highlighting various forms of centralization, vulnerabilities in consensus protocols, and the implications for security and immutability in networks like Bitcoin and Ethereum.
blog.trailofbits.com
Source: Gear Patrol
Ben Bowers • J.Crew’s ‘The Bear’ Collab Celebrates the Show’s Best Characters
Good pod w/Joseph Shaposhnik who runs the TCW New America Premier Equities Fund
He is super high quality focused - nice single stock discussions on $AVGO, $CSU, $FICO & $ROP - I also enjoyed hearing his views on capital allocation
Top positions below https://t.co/2J5dvBHDsR
