Welcome to Bespoke Brunch Reads — a linkfest of the favorite things we read over the past week. The links are mostly market related, but there are some other interesting subjects covered as well. We hope you enjoy the food for thought as a supplement to the research we provide you during the week.

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Things That Make You Say “Hmm”

Elon Musk says Tesla’s humanoid Optimus robot ‘will be worth more than the car business’ by Nicolas Vega (CNBC)

A yet-to-be released humanoid is expected to surpass the car business eventually as Tesla CEO Elon Musk promises “will become apparent in the coming years”. For our part, we’re just waiting on the self-driving taxis Musk had promised would be ubiquitous by 2022 and have yet to hit the road (or even get close to it). [Link]

Man who paid $2.9m for NFT of Jack Dorsey’s first tweet set to lose almost $2.9m (Guardian/Reuters)

An NFT of former Twitter CEO Jack Dorsey’s first tweet is basically worthless after an initial purchase price of nearly $3mm, surprising precisely nobody. [Link]


California ran on nearly 100% clean energy this month by Mark Dediak (The Mercury News/Bloomberg)

On Sunday, April 3rd, California’s electrical grid was 97% powered by renewables, a new record and a glimpse of what the carbon-free power production future (targeted within 25 years) may look like. [Link]

Visualizing All Electric Car Models Available in the U.S. by Omri Wallach (Visual Capitalist)

Ranging from the fully-loaded (GMC’s Hummer EV) to the humble (Nissan’s LEAF), EVs are rapidly rolling out at dealerships and from new entrants across the country. [Link]

Stabilization of gamma sulfur at room temperature to enable the use of carbonate electrolyte in Li-S batteries by Rahul Pai, Arvinder Singh, Maureen S. Tang, and Vibha Kalra (Nature)

A new approach using carbon nanofibers offers one example of the rapid R&D efforts underway throughout the battery supply chain. [Link; 11 page PDF]

Being Perceived

EU Tech Chief Goes Phoneless in Crucial Meetings to Thwart Spies by Stephanie Bodoni (Bloomberg)

Smartphones are generally plenty secure for day-to-day users, but some policymakers are doing away with them on the way in to meetings to avoid being surveilled. [Link; soft paywall]

Following Elon Musk’s Attempted Twitter Takeover, Half of Republicans Say They Feel Muzzled on Social Media by Chris Teale (Morning Consult)

In the latest partisan divide, 51% of Republicans believe that Twitter and Facebook do not allow respondents to express themselves freely, compared with 19% of Democrats and 30% of the population as a whole. [Link]

Real Estate

Homeowner Groups Seek to Stop Investors From Buying Houses to Rent by Will Parker and Nicole Friedman (WSJ)

The front line of the battle against corporate ownership of single-family homes is in HOAs across the country where residents are seeking to restrict rentals of properties. [Link; paywall]

The Terminal

The Bloomberg Terminal can’t be terminated by Robin Wigglesworth (FTAV)

A look at the still-dominant Bloomberg Terminal, which despite its high cost and stagnating sales volumes remains the lynchpin of financial markets information sales. [Link; registration required]

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Have a great weekend!

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