Sar Haribhakti

Very insightful thread on the intersection of regulations & emerging technologies

Great piece by @WilliamCohan on the brewing commercial real estate crisis through the lens of famous Manhattan office buildings & a few big asset managers “My clients are scared shitless,” one longtime Wall Street real-estate investment banker told me.”

Great piece from @Noahpinion "It will be a world where power, wealth and global mindshare is no longer monopolized by the powers that carved out empires in the 19th century. If the human race is to flourish on this planet, India’s rise had to happen."

Really good @eladgil interview on @auren pod

Excellent piece summarizing explanations for counterintuitive or lesser known trends like falling college tuition and declining wealth inequality and more known trends like falling fertility rates with rising income and education

This is the most informative, well written and curated thread I follow on a weekly basis Wish there was more of this on all sorts of topics

Really great @karaswisher behind the scenes chat with the show creator, director, and Logan Roy

Will go down as one of the most legendary episodes in recent TV history

Really great essay on inner workings of Apple's new BNPL offerings and how the broader BNPL standalone offerings landscape could be a ZIRP thing. It also does a great breakdown of credit cards, debit, and traditional loans

Beef is one of the best shows Netflix has made in a long time

Thoughtful sharp write-up on Hidenburg report on Cash App from @AlexH_Johnson

A banger post from @micsolana discussing the breakthroughs, potential, and challenges of recent developments in generative AI No one writes like him