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(#175) The Frontier and the Followers. Why the 21st century will be 🇺🇸 American, not Chinese
AI leadership goes to the system that integrates compute, capital, and distribution.
21 hrs ago
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(#174) META takes “search”; Allbirds (a shoe company) is now a GPU-as-a-service company 🫠
back on UBER 🚕
Apr 19
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1
(#172) 📉on mega IPOs; 🤖 on Perplexity and 🍏Apple at 50
[Analysis] Winners and losers in the memory shortage
Apr 12
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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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(#158) Strategic business predictions for 2026
Jan 3
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6
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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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(#171) on the SpaceX IPO 🚀; on inflation 📈
Where does the value accrue in AI?
Apr 5
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3
(#170) 🏎️ Ferrari and the economics of scarcity; 🎢 The unbundling of Disney
The opportunity cost of populism (🇪🇸 Spain vs. 🇦🇷 Argentina)
Mar 28
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1
(#169) OpenAI has a strategy; SAP has changed its business model; and Pinterest's options
The AI Capex shock (and two implications)
Mar 21
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(#168) The SaaSpocalypse is a pricing problem
The Tinder-ization of the job market
Mar 14
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(#167) 🏎️ Formula's One new strategy; ⏱️ on Rolex' strategy
A new management metric: “Elon speed”
Mar 7
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3
(#166) 💻 AI turns software into labor; 🚗 Why Europe doesn't have a Tesla
🤖 on Optimus and other physical robots
Feb 28
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(#165) New Apple MacBook? The $699 Trojan Horse
How a low-cost MacBook turns Windows’ volume tier into Apple’s on-ramp
Feb 21
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