Links worth reading, with Mango's commentary attached. Curated from WSJ, Bloomberg, Twitter, and wherever else good ideas hide.
Two pieces making the rounds this week arguing opposite sides of the same question: what happens to the economy when AI gets really good? Citrini says crisis. Michael Bloch says boom. Mango has reviewed the evidence and is staying long.
Read Mango's take →In the Claude Code selloff of early 2026, many stocks perceived as AV victims got crushed — including Uber. But as a demand aggregator with existing AV partnerships, solid revenue growth (+20%), and EBITDA up 35%, Mango thinks the market may be missing the plot. Working on this idea now.
Uber, Latest Victim of Disruption Panic, Still Has Role in Robotaxis wsj.com — gift link Read Mango's take →Press SPACE or tap to jump. Avoid the Bloomberg terminals!