Weekly Inspiration

In this digest, we curate the most insightful free online content. This substack aspires to be a platform for your growth, whether you’re on the hunt for ideas, looking to learn from great investors, or building a great investment firm.

Meet great investors and fellow lifelong learners at Latticework 2026.

11 Articles We Are Reading This Week

1. Hyperscalers - Joachim Klement

2. Turbulent AI era - Bill Gates

3. Lakers investment - Andrew Walker

4. AI economics winners - Rohit Krishnan

5. Medical oracle problem - Bobby Samuels

6. Autonomy and innovation - Ben Thompson

7. Winds of thematic change - Moses Sternstein

8. Homer on moral excellence - Stephen Pimentel

9. Capitalizing untethered agents - Tyler Cowen

10. Advertising platforms and antitrust - Byrne Hobart

11. Paying up for information in reverse - Harvey Sawikin

Letters, Presentations, Writeups…

Industry Insights: ai | banking | gaming | ice | robotaxis | software

Geographic Insights: China | Germany | Indonesia | Japan | UK | US

Letters: Alluvial | Desert Lion | McElvaine | Pender | Southeastern

Company Insights: Cal-Maine Foods | EVT | Intuit | Moderna | Nvidia | Planet Fitness | Power Solutions | ServiceNow | Walmart | Watkin Jones

Company Slides: Aroundtown | Bilibili | CIBC | HP | Insmed | Kohl’s | Marvell | Okta | Pernod Ricard | RBC | Salesforce | Silvercorp Metals

“The concerns which fail are those which have scattered their capital, which means that they have scattered their brains also.” —Andrew Carnegie

5 Videos We Are Watching This Week

1. Norges - Paul Marshall on why markets keep getting more competitive

2. Livewire - Vihari Ross on concentration risk and the crowded AI trade

3. Josh Zolin - Robert Cialdini on influence without manipulating people

4. Business Brew - Bob Robotti on how to think about cyclical industries

5. Oxbow Advisors - Dan Rasmussen on private markets and public risk

5 Podcasts We Are Listening to This Week

1. How I AI - Ryan Carson on managing 15 AI agents as a solo operator

2. Acquirers - Chris Mayer on what he found in all the 100-bagger stocks

3. Dwarkesh - Dylan Patel on who will own the world's compute by 2028

4. How I Write - Matt Haig on writing books that millions of people read

5. Masters in Business - Alex Morris on Buffett and Munger, unscripted

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