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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 • 
Sorin Anagnoste
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(#96) 🇩🇪 German auto tragedy in China; Tesla has a software challenge
(#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 • 
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 • 
Sorin Anagnoste
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(#95) Uber has a new target; Google’s dominance in search is ending
(#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 • 
Sorin Anagnoste
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(#98) A plan to make Germany's car industry great again; The Netflix moat
(#108) Strategic business predictions for 2025
Make America Build Again (MABA) and AI Agentic begins now
Jan 9 • 
Sorin Anagnoste
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(#108) Strategic business predictions for 2025
(#128) 🤕 You may have a bad year, but nothing compares to Tim Cook’s one
🚗 Volvo is cutting its workforce. Why?
May 29 • 
Sorin Anagnoste
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(#128) 🤕 You may have a bad year, but nothing compares to Tim Cook’s one
(#111) 10 Key Insights from DeepSeek; The bull case for META
Amazon’s challenges in Argentina
Jan 31 • 
Sorin Anagnoste
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(#111) 10 Key Insights from DeepSeek; The bull case for META
(#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 • 
Sorin Anagnoste
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(#93) AI Agents are here; How Netflix won the streaming wars
(#97) Apple’s plan: your house; TikTok is helping its creators to manufacture their own products
Hydrogen cars are dead
Oct 24, 2024 • 
Sorin Anagnoste
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(#97) Apple’s plan: your house; TikTok is helping its creators to manufacture their own products
(#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 • 
Sorin Anagnoste
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(#99) Meta is one of the two winners in the Social Media space; SAP has a new moat
(#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 • 
Sorin Anagnoste
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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
(#126) 🏡 AirBnB makes a strategic mistake; 🚗🚙 Tesla vs. Waymo
top Chinese AI models have caught up to top US models
May 15 • 
Sorin Anagnoste
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(#126) 🏡 AirBnB makes a strategic mistake; 🚗🚙 Tesla vs. Waymo
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