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Some hyperlinks 19/2024

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The race is on to develop the proper tires for EVs

The AI “revolution” wants a number of Vitality and it’s not clear the place that ought to come from

Nice round-up of current analysis on the “Low-vol technique”

this analysis from KOI, assuming a ten% progress price for greater than a few years is actually aggressive

A superb abstract of the insane Microstrategy story (to this point)

As at all times, Ben Evan’s large annual presentation is price trying into

Augustusville is “bottom-fishing in sick man’s land”

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