Snowflake rips, Gold at critical levels.

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Links

• Michael Burry points out that VC has gone whole hog in AI, similar to the situation in 2000 with TMT bubble.
• Acquired put out a four-hour episode on the fascinating history and phenomenon that is Ferrari - these guys are great. 
• FT with an exclusive on Ukraine turning the tables in its war with Russia - amazing innovation and rates of production for their at least partially homegrown tech.
• Stratechery with a brief discussion (paywall) of the SpaceX IPO, both quite dismissive in some ways, but also surprisingly supportive of the idea that space-based data centres could be a thing.

 

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