Kids are both alright and not alright, so we should have more of them to find out

Three mini-essays on where to find alpha in AI, Motor City, China(?), and Kids these days. Plus good reads on what's next, anecdotes about the office, AI's bootleggers and baptists, and focus

Welcome again to all the new arrivals. Follow me here for the secret to everything, if you need that sort of thing more than twice a week.

Behold, the thinking things:

• AI doing things, like QR codes, medical records, data science, and where VC ought to look, if it wants a seat at the table

• Motor City, China

• The kids are not alright, but the kids are definitely alright (and we should probably make more)

The reading things:

• Hanging in the balance: McKinsey’s Four Scenarios for Wealth and Growth

• Lower risks, higher rates: Goldman says the show must go on

• AI will save the world, and of bootleggers and baptists in AI safetyism

• Why office workers aren’t coming back

• How the FHLB fought the Fed’s fight on inflation with the fight on deflation

• Paying Attention or thinking wide and narrow

Things we think

AI doing things

QR Codes

AI can now make cool images from functional QR codes, which is more novelty than game-changer, but still neat:

Random Walk still has a hard time reckoning with Nvidia’s 38x premium t…