Enjoy!
(i) Letter #50: Ted Weschler (2022)
Transcript of Ted Weschler’s interview on the Nebraska Furniture Mart podcast.
(ii) Ben Evans: The New Gatekeepers
Evans’ annual presentation on the state of tech. Very good.
(iii) NovaWulf: Celsius Plan Overview
Also see: Unchained: How Crypto Bankruptcy Claims Buyers Will Profit From the Collapse of FTX – Ep. 444 Tom Braziel on crypto distress. And: Sam Bankman-Fried’s Supersized Bet: $1 Billion for a Bitcoin Miner on the Kazakh Steppe.
A top-down view of the trucking industry and value chain.
(v) Asia Times: How Erdogan got back in the money
A bit too rosy IMO but no denying Erdogan’s skill in threading the foreign policy needle.