Weekly Reads #3

Hey everyone,

This week’s reads are the following:

The Economics of Generative AI by Apoorv Agrawal (link). Apoorv discusses how semi-layer makes c.90% of all GenAI profits today and what comes next.

Bill Gates never left by Business Insider (link). He is still pulling the string at Microsoft insiders say.

Quality or Value – Why Not Both? by VERDAD (link). Would you rather own a portfolio of cheap, low-quality companies or a portfolio of expensive, high-quality companies?

Earnings Growth Poised to Accelerate by Zacks (link). Zacks notices signs of improvement in the overall revisions trend in recent weeks, with estimates starting to go modestly up.

That’s it. Happy weekend!