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Friday links: fund quality

Crypto

  • Binance can't seemingly quit Iran. (engadget.com)
  • This crypto company has spent a lot to armor their executives vehicles. (ft.com)

Oura

  • Oura Health Oy has filed to go public. (cnbc.com)
  • How Oura has succeeded in the wellness space. (bloomberg.com)

SpaceX

  • SpaceX is a governance story. (buttondown.com)
  • SpaceX is not like the rest of the Mag 7. (news.crunchbase.com)

AI

  • Noah Brier, "AI is a mirror, not a crystal ball." (whyisthisinteresting.substack.com)
  • The launch of LLMs means more books listed on Amazon ($AMZN). (nber.org)
  • Typos are now an indication of humanity. (theatlantic.com)

Privacy

  • Websites know a lot about you. To learn just how much, click here. (sinceyouarrived.world)
  • Reddit ($RDDT) really wants you to use their app. (arstechnica.com)
  • We're all being recorded all the time. (theatlantic.com)
  • ChatGPT wants your bank info. (techcrunch.com)

Defense

  • The U.S. paid a high cost defending Israel during Operation Epic Fury. (washingtonpost.com)
  • We're not getting the full story on Iran war casualties. (theatlantic.com)
  • The U.S. lost dozens of Reaper drones in the Iran conflict. (bloomberg.com)

Earlier on Abnormal Returns

  • What you missed in our Thursday linkfest. (abnormalreturns.com)
  • Longform links: more conscious investors. (abnormalreturns.com)
  • AI models are not a trusted fiduciary. Be careful. (abnormalreturns.com)
  • Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)

Mixed media

  • You can't change the world, but you can change your behavior. (yourbrainonmoney.substack.com)
  • Cynicism is the enemy of wonder. (thequietlife.net)
  • Hindsight bias is real. (davidnroberts.com)