<h2>Sources</h2>
<ul>
<li><a href="https://raydalio.substack.com/p/it-all-comes-down-to-who-controls">Principled Perspectives</a> (Ray Dalio)</li>
<li><a href="https://www.lennysnewsletter.com/p/this-week-on-how-i-ai-from-figma">Lenny's Newsletter</a> (Lenny)</li>
<li>The Information (Ann Davis Vaughan)</li>
<li>AI Agenda (Rocket Drew)</li>
<li><a href="https://www.theinformation.com/briefings/kalanick-plots-new-ai-robotics-startups">The Information AM</a> (Multiple Contributors)</li>
<li><a href="https://adamtooze.substack.com/p/oil-profits-why-2026-is-not-2025">Chartbook</a> (Adam Tooze)</li>
<li><a href="https://stratechery.com/2026/agents-over-bubbles/">Stratechery</a> (Ben Thompson)</li>
<li><a href="https://ben-evans.com/">Benedict's Newsletter</a> (Benedict Evans)</li>
<li><a href="https://garymarcus.substack.com/">Marcus on AI</a> (Gary Marcus)</li>
</ul>

Sources Principled Perspectives (Ray Dalio) Lenny's Newsletter (Lenny) The Information (Ann Davis Vaughan) AI Agenda (Rocket Drew) The Information AM (Multiple Contributors) Chartbook (Adam Tooze) Stratechery (Ben Thompson) Benedict's Newsletter (Benedict Evans) Marcus on AI (Gary Marcus)

Sources
<ul>
<li><a href="https://raydalio.substack.com/p/it-all-comes-down-to-who-controls" rel="noopener noreferrer">Principled Perspectives</a> (Ray Dalio)</li>
<li><a href="https://www.lennysnewsletter.com/p/this-week-on-how-i-ai-from-figma" rel="noopener noreferrer">Lenny's Newsletter</a> (Lenny)</li>
<li>The Information (Ann Davis Vaughan)</li>
<li>AI Agenda (Rocket Drew)</li>
<li><a href="https://www.theinformation.com/briefings/kalanick-plots-new-ai-robotics-startups" rel="noopener noreferrer">The Information AM</a> (Multiple Contributors)</li>
<li><a href="https://adamtooze.substack.com/p/oil-profits-why-2026-is-not-2025" rel="noopener noreferrer">Chartbook</a> (Adam Tooze)</li>
<li><a href="https://stratechery.com/2026/agents-over-bubbles/" rel="noopener noreferrer">Stratechery</a> (Ben Thompson)</li>
<li><a href="https://ben-evans.com/" rel="noopener noreferrer">Benedict's Newsletter</a> (Benedict Evans)</li>
<li><a href="https://garymarcus.substack.com/" rel="noopener noreferrer">Marcus on AI</a> (Gary Marcus)</li>
</ul>

Cato's Daily — Thompson Reverses on AI Bubble, Altman Admits Architecture Limits · Mar 16

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Cato's Daily — Thompson Reverses on AI Bubble, Altman Admits Architecture Limits · Mar 16

Cato's Daily — Thompson Reverses on AI Bubble, Altman Admits Architecture Limits · Mar 16