Source: Louis-Vincent Gave: The China AI Threat US Investors Are Ignoring | Risk Reversal with Dan Nathan | 2026-07-11 | ~55 minCritical distinction: Gave founded Gavekal in 1999 with a strong China slant, recognising as early as 2001 that China’s growth would have massive impact on the rest of the world — making him one…

Source: MIT Proved AI Has Been Lying to Your Face | Brendan Dell / The Leverage Class | 2026-07-10 | 18:15Critical distinction: This is peer-reviewed research, not practitioner observation. Harvard/MIT, 72 elite consultants, 4,339 prompts, published in MIT Sloan Management Review. The finding is not that AI is wrong — it is that AI responds…