Saturday, May 26, 2018


What the Hell Happened at GE? - by Geoff Colvin (LINK)

How Elon Musk became an inequality machine - by Roger Lowenstein (LINK)

Banks Won Big in Washington. What It Means for Investors - by Jason Zweig ($) (LINK)

Business Lessons from Oprah Winfrey - by Tren Griffin (LINK)

[I like Bruce Greenwald, but this is your latest reminder that smart people can often be very wrong...] Bruce Greenwald on Amazon in 2012 (video) [H/T @maxolson] (LINK)
Related previous posts: 1) Amazon is going to do to enterprise cloud companies exactly what it did to book stores (April 2013); 2) Bruce Greenwald and Judd Kahn on competitive advantage and Apple (circa 2005)
[I'm late to these, but there were interesting segments on Google and Theranos on "60 Minutes" this past Sunday.]

How To Democratize Healthcare: AI Gives Everyone The Very Best Doctor (LINK)

13D Research: “Liquidity is the new leverage” (LINK)

Dan Ariely talks to Shane Parrish on The Knowledge Project Podcast (LINK)

Exponent Podcast: Black Holes (LINK)
Ben and James continue their discussion on why aggregators and platforms are different and why it matters for big companies, competitors, and regulators.
Marc Cohodes on The Jolly Swagmen Podcast (LINK)

Einstein’s Theory of Relativity Explained in One of the Earliest Science Films Ever Made (1923) (LINK)

Book of the day: Tube: The Invention of Television