(#174) META takes “search”; Allbirds (a shoe company) is now a GPU-as-a-service company 🫠

back on UBER 🚕

12 hrs ago • Sorin Anagnoste

(#172) 📉on mega IPOs; 🤖 on Perplexity and 🍏Apple at 50

[Analysis] Winners and losers in the memory shortage

Apr 12 • Sorin Anagnoste

(#171) on the SpaceX IPO 🚀; on inflation 📈

Where does the value accrue in AI?

Apr 5 • Sorin Anagnoste

3

March 2026

(#170) 🏎️ Ferrari and the economics of scarcity; 🎢 The unbundling of Disney

The opportunity cost of populism (🇪🇸 Spain vs. 🇦🇷 Argentina)

Mar 28 • Sorin Anagnoste

1

(#169) OpenAI has a strategy; SAP has changed its business model; and Pinterest's options

The AI Capex shock (and two implications)

Mar 21 • Sorin Anagnoste

1

(#168) The SaaSpocalypse is a pricing problem

The Tinder-ization of the job market

Mar 14 • Sorin Anagnoste

1

(#167) 🏎️ Formula's One new strategy; ⏱️ on Rolex' strategy

A new management metric: “Elon speed”

Mar 7 • Sorin Anagnoste

3

February 2026

(#166) 💻 AI turns software into labor; 🚗 Why Europe doesn't have a Tesla

🤖 on Optimus and other physical robots

Feb 28 • Sorin Anagnoste

(#165) New Apple MacBook? The $699 Trojan Horse

How a low-cost MacBook turns Windows’ volume tier into Apple’s on-ramp

Feb 21 • Sorin Anagnoste

3

(#164) 🧐 The 30-person company scaling to 500 Million users

📈 God, Growth, and ETFs

Feb 14 • Sorin Anagnoste

1

(#163) Microsoft’s AI identity crisis; 🚘 Tesla’s farewell to the Model S & X

What Gen Z is doing with Gen AI? 🧐

Feb 7 • Sorin Anagnoste

4

1

January 2026

(#162) 🚀 SpaceX is preparing the IPO of the decade

🚀 Celestial listings and Capital markets: Elon’s Planetary IPO Play

Jan 31 • Sorin Anagnoste

4

3