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(#159) Why META bought Manus AI; Lessons from Google’s comeback
Autonomy without borders: London as AV ground zero
Jan 8
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Sorin Anagnoste
(#158) Strategic business predictions for 2026
The electric stack era begins
Jan 3
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(#157) Most read 8 insights in 2025
Dear Reader,
Dec 25, 2025
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(#96) 🇩🇪 German auto tragedy in China; Tesla has a software challenge
Oct 17, 2024
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(#54) Strategic business predictions for 2024
Dec 28, 2023
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(#95) Uber has a new target; Google’s dominance in search is ending
Oct 10, 2024
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2
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(#108) Strategic business predictions for 2025
Jan 9, 2025
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(#98) A plan to make Germany's car industry great again; The Netflix moat
Oct 31, 2024
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(#128) 🤕 You may have a bad year, but nothing compares to Tim Cook’s one
May 29, 2025
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(#156) 🚀 The cloud goes orbital: SpaceX, Blue Origin, and the next platform shift
A concise Masterplan for 🇪🇺 Europe’s rebirth
Dec 18, 2025
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(#155) 📺 Aggregation wins again: How Netflix outbid Hollywood
🚀 SpaceX is looking for an IPO in 2026
Dec 11, 2025
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1
(#154) 📱on Motorala's reinvention; 🛍️ TikTok’s new luxury loop
Robotaxis are (mainly) a non-EU game (🇨🇳 vs 🇺🇸 vs 🇪🇺)
Dec 4, 2025
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(#153) 🔵 Meta, 🔴 Google, and the fragmentation of the AI compute stack
🍿 From ‘Disruptor’ to ‘Distributor’: Netflix’s Hollywood ending
Nov 27, 2025
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(#152) 🛍️ TikTok Shop and the rise of content-native commerce
Harvard Business Review: “Stop running so many AI pilots”
Nov 20, 2025
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(#151) 🤝 Elon extremely hard work begins now; 🇪🇺 Europe's future is artisanship and advance tech
The Chinese EVs tsunami is here
Nov 13, 2025
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(#150) 🚀 Introducing WhereIsMyMoat.com
New website: https://whereismymoat.com/
Nov 6, 2025
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