This week’s reading and viewing list covers AI Integration and Modularization, The Legacy of Danny Kahneman and Are We on the Brink of an AI Investment Arms Race?

📚 AI Integration and Modularization (Stratechery)

📚 The Economics of Different (Eric Cinnamond)

🎙️ Interview: nteractive Brokers founder, Thomas Peterffy (The World According to Boyar Podcast)

📚 When Past Performance Doesn’t Even Predict Past Performance (Jason Zweig, WSJ)

📚 Are We on the Brink of an AI Investment Arms Race? (Bridgewater)

🎙️ CHIPS Act: Securing Semiconductor Supply (Business Breakdowns Podcast)

🎙️ James Bessen – Understanding the Tech Paradigm (Value Investing with Legends Podcast)

​📚 On the Legacy of Danny Kahneman (Drew Dickson, Albert Bridge)