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(#180) GoPro is dead, and they know it
Case study: Amazon - AI usage is not AI value
May 30
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Sorin Anagnoste
4
1
1
(#179) Has Apple missed “the band” form?
Anyone serious about hardware should make its software
May 24
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Sorin Anagnoste
(#178) Birth decline & smartphones go hand in hand
The two Europes
May 17
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Sorin Anagnoste
3
(#177) The globalization of cheap sugar
Google’s Fitbit Air is not really a smartwatch competitor.
May 10
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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
April 2026
(#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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Sorin Anagnoste
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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Sorin Anagnoste
(#171) on the SpaceX IPO 🚀; on inflation 📈
Where does the value accrue in AI?
Apr 5
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Sorin Anagnoste
4
March 2026
(#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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Sorin Anagnoste
2
(#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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Sorin Anagnoste
1
(#168) The SaaSpocalypse is a pricing problem
The Tinder-ization of the job market
Mar 14
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Sorin Anagnoste
1
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