I'm late to this, but a very good round-up on l'affaire SVB by @maxbsawicky https://maxread.substack.com/p/lessons-from-the-silicon-valley-bank

EDIT: OMG did I get this wrong! This is not by @maxbsawicky but by a person named Max Read (which I think used to be the name of Max Sawicky's blog!)

I so apologize to the real Max Read! #MaxRead