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(#96) 🇩🇪 German auto tragedy in China; Tesla has a software challenge
How a Bayer CFO is thinking about AI ROI
Oct 17, 2024
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Sorin Anagnoste
3
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(#96) 🇩🇪 German auto tragedy in China; Tesla has a software challenge
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(#54) Strategic business predictions for 2024
The end of the Pax Americana and the rise of personal AI will be the top topics in 2024
Dec 28, 2023
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Sorin Anagnoste
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(#54) Strategic business predictions for 2024
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(#95) Uber has a new target; Google’s dominance in search is ending
Pinterest is having its AI moment
Oct 10, 2024
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Sorin Anagnoste
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(#95) Uber has a new target; Google’s dominance in search is ending
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(#98) A plan to make Germany's car industry great again; The Netflix moat
Lessons from Crocs: More ugliness. It is paying off
Oct 31, 2024
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Sorin Anagnoste
1
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(#98) A plan to make Germany's car industry great again; The Netflix moat
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(#108) Strategic business predictions for 2025
Make America Build Again (MABA) and AI Agentic begins now
Jan 9
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Sorin Anagnoste
2
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(#108) Strategic business predictions for 2025
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(#111) 10 Key Insights from DeepSeek; The bull case for META
Amazon’s challenges in Argentina
Jan 31
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Sorin Anagnoste
4
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(#111) 10 Key Insights from DeepSeek; The bull case for META
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(#97) Apple’s plan: your house; TikTok is helping its creators to manufacture their own products
Hydrogen cars are dead
Oct 24, 2024
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Sorin Anagnoste
1
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(#97) Apple’s plan: your house; TikTok is helping its creators to manufacture their own products
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(#93) AI Agents are here; How Netflix won the streaming wars
Antarctica's ozone hole is healing and set to recover fully by 2066
Sep 26, 2024
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Sorin Anagnoste
4
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(#93) AI Agents are here; How Netflix won the streaming wars
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(#99) Meta is one of the two winners in the Social Media space; SAP has a new moat
No hint of a ‘supercycle’ in Apple’s results
Nov 7, 2024
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Sorin Anagnoste
1
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(#99) Meta is one of the two winners in the Social Media space; SAP has a new moat
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(#74) Apple's AI strategy; Google O/I 2024; Starbucks drinks need less steps to make; Open AI has a new model
Marc Andreessen on why building companies will become more expensive in the AI Era
May 16, 2024
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Sorin Anagnoste
4
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(#74) Apple's AI strategy; Google O/I 2024; Starbucks drinks need less steps to make; Open AI has a new model
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(#83) The Automation Roadmap for "White-collar" and "Blue-collar" jobs
How many AI agents do you have?
Jul 18, 2024
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Sorin Anagnoste
4
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(#83) The Automation Roadmap for "White-collar" and "Blue-collar" jobs
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(#72) Rabbit's R1 AI potential; BYD's vertical integration; on new platform shifts; TikTok valuation
MIT Technology Review: “Almost every Chinese keyboard app has a security flaw that reveals what users type.”
May 2, 2024
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Sorin Anagnoste
4
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(#72) Rabbit's R1 AI potential; BYD's vertical integration; on new platform shifts; TikTok valuation
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