Assorted links 2026-03-11
Assorted things I’ve read, watched, or listened to:
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$ Why AI Is ‘Not Particularly Good’ at Curing Disease (Plus: The Next GLP-1 Boom and Why America Hates Big Pharma): A wide-ranging interview with Dave Ricks, the CEO of Eli Lilly - Pound for pound, Derek Thompson may be my most valuable Substack or newsletter subsription. I learned so much from this.
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The Brand Age - “One obvious lesson is to stay away from brand. Indeed it’s probably a good idea not just to avoid buying brand, but to avoid selling it too. Sure, you might be able to make money this way — though I bet it’s harder than it looks — but pushing people’s brand buttons is just not a good problem to work on, and it’s hard to do good work without a good problem.”
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The Signal: The cybersecurity economy, charted. - “Real-time venture funding, M&A, and market intelligence across thousands of companies and investors in the global cybersecurity industry. The market intelligence platform behind the Return on Security briefing.”
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The Hidden Cost of Hard-to-Fire Labor Laws: Why European Firms Don’t Take Risks - Related to items I shared back in February.