STROTW 05-16-2025

Nothing ever happens!

Enjoy!

(i) Various AI related links (I’m messing around with building things and vibe-coding, so please reach out if you’d like to compare notes):

• A Well-funded Moscow-based Global ‘News’ Network has Infected Western Artificial Intelligence Tools Worldwide with Russian Propaganda

• Reddit <> ChatGPT

• GitHub for Prompts

• OpenAI Wearable

• LLM Model-Guide for Cursor

• LLM chatbot S-Curve

• Generating Physically Stable and Buildable LEGO® Designs from Text— this is so cool.

• ha

(ii) A bunch of panels I tabbed from the Milken conference:

• Leaders in Asset Management (Milken, Jonathan Gray, Marc Rowan) Slides here

• Private Credit: Innovation, Strategy, and Distressed Debt in a Maturing Market

• Credit Markets in Transition

• A Conversation with GoldenTree Asset Management Founder Steven Tananbaum

• Common Sense from Uncommon Investors

• Credit Outlook

• A Conversation with Citadel CEO Ken Griffin

Also— an Apollo deck on private credit.

(iii) OnTheSeams: Prominent Logistics Clusters, Part 1: CenterPoint Intermodal Center

This substack is written by two political-lefty-types but they have interesting things to say about logistics, e.g. Amazon Is Creating a National Inbound Network, A Brief Primer on Costco's Distribution Network, A Brief Primer on Starbucks's Distribution Network.

(iv) FT: At home with William Kentridge, South Africa’s greatest living artist

I love Kentridge’s work (and house). BBC: Why does Athens look so quirky? on the development of Athens’ architecture. Also see: Dispatches from my year of classical music fun read. And: 25 Years of Dining in New York City