Recommended reading for the weekend: 1. @jpmorgan — Credit markets look for AI’s weak links 2. @BernsteinPWM — Climbing the Wall of Worry | 3Q Macro & Markets Insights 3. @gdb — Towards securing the internet 4. @AswathDamodaran — From Eyeballs to ARR: Buzzy Pricing Metrics and the AI Trade! 5. @UBS — Higher oil and AI concerns drive risk-off move 6. @neil_shah — NVIDIA GTC Berlin 2026 – Containers, Safety and Sovereignty Rough week in the markets. Hope this weekend serves as some welcome respite!

Recommended reading for the weekend: 1. @FundaAI — Physical AI: From the Robot-Data Race to a Second Demand Curve for Compute 2. @Citadel — October Update: Fundamentals in Focus 3. @satyanadella — Models as Insider Risks in the Super Intelligence Era 4. @KobeissiLetter — The "Stealth" Bear Market: A Historic Opportunity 5. @arthurmensch — Build or surrender 6. @Cayden_Liao — The Biggest Hack in Crypto History That Never Happened Have a great weekend!

Recommended paper from Sakana AI on recursive self-improvement. They propose an interesting way to scale recursive self-improvement through multi-agent self-supervision. In this line of research, self-improvement loops usually need an external verifier, so open-ended tasks without a checker are left out. MASS removes that requirement. One base model proposes multi-agent workflows, runs them and grades them, and an evolutionary search keeps the workflows that score best. The model is then fine-tuned on its own traces, and the improved model starts the next cycle as a better optimizer and grader. Two cycles on Qwen3.6-27B raise performance per output token from 1.2 to 1.6x on four open-ended benchmarks. A student trained on multi-agent traces also beats a single-agent student trained on 1.4x more tokens. Paper: Chat with Paper:

Recommended reading for the weekend: 1. @AswathDamodaran — Earnings, Cashflows and Stock Prices: The AI Spending plays through! 2. @mustafasuleyman — AI won't take your job anytime soon. 3. @BNPParibas — Investment Strategy Focus 4. @EpochAIResearch — AI in 2030 5. @RANDCorporation — Mapping AI Ecosystems in the Netherlands and the United Kingdom Have a great weekend!

Recommended reading for the weekend: 1. @a16z — State of Markets II 2. @GoldmanSachs — AI Is Becoming a Stock Picker’s Market 3. @FundaAI — Optics: FCC Transceiver Rules Might Be Better Than Feared, and Better for Top Chinese Players Than You'd Think 4. @abcampbell — There Are Bonds in the Singularity 5. @federalreserve — An Update on AI and the Economy Have a great weekend everyone!

Recommended reading for the weekend: 1. @alexandr_wang — Why I'm Building Muse 2. @gregisenberg — AI-native services: a $100B opportunity 3. @FranklnTempletn — Macro Views: Growth Holds, Pressure Builds 4. @Google — Behind Project Suncatcher, our moonshot to put AI in space 5. @EpochAIResearch — The plunging price of thought 6. @AnthropicAI — Measurements for understanding the pace of AI development inside frontier labs Hope everyone has a great weekend!

recommended reading this week: @alexeheath / @finkd - Mark Zuckerberg on Muse, Meta’s biggest AI bet yet: why Meta is giving away personal agents, how Zuckerberg plans to make money from them, and his bet on privacy. interview + transcript. @thedankoe - You need to be delusional if you want to succeed: on choosing goals you actually want, how other people’s expectations limit your ambition, and being busy without getting anywhere. @OpenAI - Reimagining advertising with AI: sponsored agents, Shopify integration and managing campaigns inside ChatGPT. useful for understanding what businesses can start testing as conversational ads develop. @joshelman - Product Management is Still All About Telling Stories: how to explain who your product is for and why they should care. especially relevant when building something is getting easier than deciding what’s worth building. @SemiAnalysis_ - Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We Mapped All 300 of Them: which restrictions actually delay construction, and why counting bans gives you a very different picture from checking individual projects. @benthompson - Salesforce AI Force, Agents as UI, The Race to Headless: why Salesforce is giving up its interface as a competitive advantage, and what that means for software businesses. subscriber-only. essential reading: the Zuckerberg interview + Dan Koe + Product Management is Still All About Telling Stories