(#154) 📱on Motorala's reinvention; 🛍️ TikTok’s new luxury loop

Robotaxis are (mainly) a non-EU game (🇨🇳 vs 🇺🇸 vs 🇪🇺)

Dec 4 • 

Sorin Anagnoste

1

November 2025

(#153) 🔵 Meta, 🔴 Google, and the fragmentation of the AI compute stack

🍿 From ‘Disruptor’ to ‘Distributor’: Netflix’s Hollywood ending

Nov 27 • 

Sorin Anagnoste

1

2

(#152) 🛍️ TikTok Shop and the rise of content-native commerce

Harvard Business Review: “Stop running so many AI pilots”

Nov 20 • 

Sorin Anagnoste

1

1

(#151) 🤝 Elon extremely hard work begins now; 🇪🇺 Europe's future is artisanship and advance tech

The Chinese EVs tsunami is here

Nov 13 • 

Sorin Anagnoste

2

2

(#150) 🚀 Introducing WhereIsMyMoat.com

New website: https://whereismymoat.com/

Nov 6 • 

Sorin Anagnoste

3

2

October 2025

(#149) Microsoft 🤝 OpenAI: until AGI will do us apart; Plot twist with Polaroid

The AI boom must continue 🎢

Oct 30 • 

Sorin Anagnoste

(#148) ChatGPT Atlas and the battle for the 'New Interface Layer'; on the 🇪🇺 EU vs. 🇺🇸USA economy

🇩🇪 Germany lost the export war and the Platform Shift

Oct 23 • 

Sorin Anagnoste

2

2

2

(#147) 💿 Broadcom joins the AI roller coaster; 🐣 Crocs' moat

🎶 Vinyls are back

Oct 16 • 

Sorin Anagnoste

2

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 • 

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