.Matt Levine and I are launching the Money Stuff podcast tomorrow

here’s the trailer!:
link.chtbl.com/Money-Stuff-Th…

AI-powered curation is going well

NYC subway mango is a perfect product.
-market fit: amazing.
-real estate costs: $2.90.
-regulatory arbitrage: A+.
-price point: who knows what a mango costs

“Smartphones as we know them today may not even exist by the time the DOJ’s case against Apple wraps up.” Reed Albergotti on regulators’ tendency to fight the last war and companies’ tendency to get extra-cartel-y when their cash cows are threatened semafor.com/newsletter/03/…

FTC is very much on this. I wrote about this today. It’s stealth M&A and will be heavily scrutinized semafor.com/article/03/21/…

All politics are local

From the *other* activist hedge fund vying for seats on Disney’s board

Nividia announcement made me update an old classic

when my editor asks when i'm going to file

honestly wild

I love stories of nonprofits going rogue. This foundation gives an annual award named after Ruth Bader Ginsberg to accomplished women. This year, inexplicably, they’re giving it to Rupert Murdoch, Elon Musk, Michael Milken, Sly Stallone & Martha Stewart npr.org/2024/03/15/123…

maybe princess kate is just heads down building in stealth right now

Ok then

New w/ Mark Gurman: Social Capital said it fired two partners, Jay Zaveri and Ravi Tanuku, and has hired Wachtell to investigate a situation that it became aware of last Tuesday.

bloomberg.com/news/articles/…

Josh Harris touted a new hire in September to build an insurance arm — a mini-Athene to his mini-Apollo. The executive was recently fired over concerns about his previous work at 777, which is under DOJ investigation for how it invested customers’ money
semafor.com/article/03/12/…

Once again, come for the headline story, but definitely stick around for the 777 update.

And if you think 777 refers to Boeing, you aren't paying attention to the biggest underappreciated story out there.

In my book, they're my vote for this cycle's New Century.