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My end-of-week morning reads:
• The New Wild West: Texas Experiments With Raw Capitalism: The state’s light regulation and low taxes are luring dozens of big companies. It’s also setting up a water crisis and a “race to the bottom” in shareholder protections. (
On this special, bonus episode of Masters in Business, I speak with Filippo Gori, co-head of Global Banking at J.P. Morgan. Gori shares insights f...
My morning reads:
• Corporate America Has Suddenly Decided to Stop Blowing Money on AI: Companies big and small are mixing models and it’s changing the economics and power players of the industry. Model costs have collapsed and the spending discipline has arrived all at once. (
My mid-week morning reads:
• I Vibe Coded a Security Risk: The app worked. Nobody, including me, had checked whether it was safe. “The feature is live lol” — a sentence written with a genuinely nervous laugh, immediately after the code-review agent explained what had just shipped. (