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(#181) Berkshire Hathaway vs. SoftBank Group
Two competing visions of capitalism & investor implications
Jun 6
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Sorin Anagnoste
1
(#180) GoPro is dead, and they know it
Case study: Amazon - AI usage is not AI value
May 30
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4
1
1
(#179) Has Apple missed “the band” form?
Anyone serious about hardware should make its software
May 24
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(#96) 🇩🇪 German auto tragedy in China; Tesla has a software challenge
Oct 17, 2024
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3
1
(#54) Strategic business predictions for 2024
Dec 28, 2023
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7
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(#177) The globalization of cheap sugar
May 10
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3
(#95) Uber has a new target; Google’s dominance in search is ending
Oct 10, 2024
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2
1
(#158) Strategic business predictions for 2026
Jan 3
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6
1
(#120) 🏆 Who are the 4 AI monopolies; 📱Case study: tariffs on the iPhone
Apr 6, 2025
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3
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(#178) Birth decline & smartphones go hand in hand
The two Europes
May 17
•
Sorin Anagnoste
3
(#177) The globalization of cheap sugar
Google’s Fitbit Air is not really a smartwatch competitor.
May 10
•
Sorin Anagnoste
3
(#176) NVIDIA’s push into Physical AI; about Vinted or why people buy second-hand
What Tim Cook meant for Apple
May 3
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Sorin Anagnoste
1
(#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.
Apr 26
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3
(#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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Sorin Anagnoste
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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(#171) on the SpaceX IPO 🚀; on inflation 📈
Where does the value accrue in AI?
Apr 5
•
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