Monday links: capable models

Quote of the Day "There are and will be models eminently capable of mounting cybersecurity attacks on existing infrastructure, and those models will be — already are — widely available. The best defense — the only viable defense, in fact — will be to make sure defenders have access to the best models as well." (Ben Thompson) Sectors - Why banks are leading. (trendlabs.com) - Chip makers are sucking capital from the hyperscalers. (axios.com) AI - We live in a world with multiple capable AI models. (stratechery.com) - It's possible to 'poison' open source models with bad training data. (futurism.com) Stay in touch - Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) - Do you in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com) Coffee - That coffee habit of yours seems to be good for your heart. (wsj.com) - Yemeni coffeehouses are having a moment. (theconversation.com) Economy - Some signs of improvement in the manufacturing economy. (bonddad.blogspot.com) - Four questions about the American economy including 'Why hasn’t the housing market led to a recession?' (awealthofcommonsense.com) Earlier on Abnormal Returns - Adviser links: fee conversations. (abnormalreturns.com) - What you missed in our Sunday linkfest. (abnormalreturns.com) - Top clicks last week on Abnormal Returns. (abnormalreturns.com)