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(#147) 💿 Broadcom joins the AI roller coaster; 🐣 Crocs' moat
🎶 Vinyls are back
Oct 16
•
Sorin Anagnoste
1
1
(#146) How 🍏 Apple got disrupted by a toy in 5 steps
OpenAI is the new Microsoft
Oct 9
•
Sorin Anagnoste
(#146) New social apps: OpenAI vs. Meta Vibes; AI and Accenture
🚖 on Uber and ride-sharing
Oct 2
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Sorin Anagnoste
September 2025
(#145) 💿 Nvidia is 'all in'; 🚙 Who’s doing the strategy at BMW?
A parallel between 🍎 Apple and 🔴 Huawei
Sep 25
•
Sorin Anagnoste
2
(#144) 👩💻🧑🏻💻 Oracle cashes in; Elon is back…at Tesla 🚗
Why is China rejecting the best AI chips in the world?
Sep 18
•
Sorin Anagnoste
(#143) Is Apple transforming in an utility company? 🤔
All in: $1 trillion compensation package from Tesla to Elon
Sep 11
•
Sorin Anagnoste
(#142) Tesla’s Master Plan Part IV; China’s AI strategy
Beware of AI giving you medical advice
Sep 4
•
Sorin Anagnoste
2
August 2025
(#141) My personal Top 10 from Clayton Christensen; more on Perplexity
OpenAI needs Google…for now
Aug 27
•
Sorin Anagnoste
2
(#140) Are we in an AI bubble 🧐? Is DataBricks worth $100 bn 💵?
🚗 Ridesharing wars; no winners…yet
Aug 21
•
Sorin Anagnoste
(#139) Six Chinese automakers just ate the global EV market
Apple won’t let Siri die
Aug 14
•
Sorin Anagnoste
1
(#138)The Internet (S&P 7) vs. S&P 493; on Manufacturing 🏭
👩💻🧑🏻💻 Consulting brings net benefits to companies
Aug 7
•
Sorin Anagnoste
3
2
July 2025
(#137) 💉 How Novo Nordisk lost its lead in the weight loss race; 🇨🇳 on China's 2nd economic shock
Samsung partners with Tesla to build AI chips
Jul 31
•
Sorin Anagnoste
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