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(#119) 🧑🎨 Chat GPT “Ghibli Studio” mania; 🚙 Is Waymo a good investment?
SAP has overtaken Novo Nordisk in market capitalization
Mar 29
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Sorin Anagnoste
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(#119) 🧑🎨 Chat GPT “Ghibli Studio” mania; 🚙 Is Waymo a good investment?
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(#118) 🚗 BYD innovation roadmap; Adobe's integrates with Microsoft
Why Google has acquired the cybersecurity firm Wiz for $32 billion?
Mar 20
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Sorin Anagnoste
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(#118) 🚗 BYD innovation roadmap; Adobe's integrates with Microsoft
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(#117) 🍎 Boring Apple; 🚙 Tesla suffers. A lot.
Amazon is building AI Agents in-house
Mar 14
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Sorin Anagnoste
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(#117) 🍎 Boring Apple; 🚙 Tesla suffers. A lot.
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(#96) 🇩🇪 German auto tragedy in China; Tesla has a software challenge
Oct 17, 2024
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Sorin Anagnoste
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(#96) 🇩🇪 German auto tragedy in China; Tesla has a software challenge
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(#54) Strategic business predictions for 2024
Dec 28, 2023
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Sorin Anagnoste
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(#54) Strategic business predictions for 2024
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(#95) Uber has a new target; Google’s dominance in search is ending
Oct 10, 2024
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Sorin Anagnoste
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(#95) Uber has a new target; Google’s dominance in search is ending
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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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Sorin Anagnoste
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(#98) A plan to make Germany's car industry great again; The Netflix moat
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(#108) Strategic business predictions for 2025
Jan 9
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Sorin Anagnoste
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(#108) Strategic business predictions for 2025
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(#111) 10 Key Insights from DeepSeek; The bull case for META
Jan 31
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Sorin Anagnoste
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(#111) 10 Key Insights from DeepSeek; The bull case for META
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(#116) The fall of Tesla and the rise of Elon Musk - the villain
Apple’s struggle with AI Siri
Mar 8
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Sorin Anagnoste
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(#116) The fall of Tesla and the rise of Elon Musk - the villain
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(#115) 💳 Stripe’s 2025 Letter explained; ☕️ on Starbucks’ layoffs
The real takeaways of Arm’s CEO interview on the future of AI
Mar 1
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Sorin Anagnoste
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(#115) 💳 Stripe’s 2025 Letter explained; ☕️ on Starbucks’ layoffs
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(#114) 🚗 BYD’s strategy is bad news for automakers; 🍏 Apple’s main reason to launch iPhone 16e
Why Foxconn can now build EVs and take a stake in Nissan?
Feb 22
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Sorin Anagnoste
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(#114) 🚗 BYD’s strategy is bad news for automakers; 🍏 Apple’s main reason to launch iPhone 16e
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(#113) Costco isn’t just a retailer; Has BYD outsold Tesla in the EU?
Central and Eastern Europe will be the future of the EU
Feb 13
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Sorin Anagnoste
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(#113) Costco isn’t just a retailer; Has BYD outsold Tesla in the EU?
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(#112) 🛒 Amazon’s ongoing struggles with physical retail; 🍏Apple's disappointing earnings
Has Europe lost the AI battle?
Feb 6
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Sorin Anagnoste
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(#112) 🛒 Amazon’s ongoing struggles with physical retail; 🍏Apple's disappointing earnings
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(#111) 10 Key Insights from DeepSeek; The bull case for META
Amazon’s challenges in Argentina
Jan 31
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Sorin Anagnoste
4
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(#111) 10 Key Insights from DeepSeek; The bull case for META
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(#110) The Stargate Project ($500 bn); Netflix bull case
Samgung’s new phones: more AI
Jan 23
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Sorin Anagnoste
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(#110) The Stargate Project ($500 bn); Netflix bull case
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