Weekly Summary
05/29/2026
For those busy subscribers that didn’t have much time to read, watch, or listen during the week, and that like to catch up on the weekend, here are some (~3-7) of the links from this week that stood out to me, in case you don’t have the time to go through all of the weekly posts.
Mohnish Pabrai was on the My First Million Podcast (Video, Podcast). Mohnish also published the talk he gave earlier this month at The University of Nebraska, Omaha titled “Mental Models for Exceptional Capital Allocation” (Video, Podcast).
Benedict Evans published the latest update to his “AI eats the world” presentation.
Ben Thompson wrote about The SpaceX IPO and Data Centers in Space.
Michael Cembalest published his latest Eye on the Market piece, “Home Alone.”
Bill Gurley had a conversation with Matthew McConaughey about the ideas his book, Runnin’ Down a Dream (video).
World War II with Tom Hanks premiered on the History Channel this week. The first three episodes are currently available to watch online.
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