A former sovereign wealth fund managing director writes a newsletter tracking how state funds across the Gulf, Asia and Norway are investing in AI infrastructure, framed around a book on public ownership of AI's wealth. Issues mix op-ed-style argument, deal roundups and policy news, with a clear recurring thesis about who should hold the claim on AI.
Website: https://winstonmaswf.substack.com
Goodall Research analyses leadership, talent and capital at sovereign wealth funds and the companies they back, using workforce hiring and departure data alongside deal news. Issues cover topics such as Anthropic's IPO filing, earnings previews built on workforce signals, and a weekly who's-who of Gulf capital.
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