What I read this week...
No more cookies, the Magnificent Seven, and a new robotics training paradigm

Google Is Finally Killing Cookies. Advertisers Still Aren’t Ready. (WSJ)
It’s the Magnificent Seven’s Market. The Other Stocks Are Just Living in It. (WSJ)
Shaping the future of advanced robotics (DeepMind)
Why hot AI startup Anthropic wanted a lower valuation (Semafor)
AI-Driven Study Redefines Right Heart Health Assessment With Novel Predictive Model (Mount Sinai)
Things are about to get a lot worse for Generative AI (Gary Marcus)
‘This Can’t Go On for Much Longer.’ Private Equity’s Deal Lament (WSJ)
Six imperatives for AI-first companies (Bessemer Venture Partners)
How AI-created fakes are taking business from online influencers (Financial Times)
Changes in Hospital Adverse Events and Patient Outcomes Associated With Private Equity Acquisition (Jama Network)
Defense tech is having its moment in Silicon Valley (Semafor)
This Health AI Startup Aims To Keep Doctors Up To Date On The Latest Science (Forbes)
Jeff Bezos Bets on a Google Challenger Using AI to Try to Upend Internet Search (WSJ)
Geisel Professor Harnesses AI to Act Like a Patient (Dartmouth News)
The Faster Horse Problem in AI (Morgan’s Newsletter)
2024 Predictions (Tomasz Tunguz)
Harvard President Resigns After Plagiarism Allegations, Campus Antisemitism Backlash (WSJ)
Clouded Judgement 12.29.23 - Year End Review (Clouded Judgement)
Clouded Judgement 1.5.24 (Clouded Judgement)
What I listened to this week
The Bestie Awards! Recapping the best and worst of 2023 (All-In Podcast, Ep. 159)
Gregg Lemkau - The Evolution of MSD (Capital Allocators, Ep. 291)
An intense scuffle between Apple and the government in India after a number of critics of the government received notifications that their phones might have been hacked (Nicholas Thompson)
Ian Bogost decided to use plagiarism-detection software on his own work (Nicholas Thompson)
Inside the mind of a master procrastinator (Tim Urban)
Song of the week
Blue Copper by Quarters of Change
Cheers, and have a great weekend!
I like the new logo