Who was First to Situational Awareness?
Plus! The Short-Selling Cycle; Maturity-Matching; Fundamentals Manipulation; Tariffs and Meta Mean-Reversion; FDEs
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Routers, Apps, AGI
Read this article →Plus! Diff Jobs; Peripheral Bets; Fragmentation and Industry Maturity; Deepfakes as Pull Quotes; Benchmarks; Platforms
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Alpha by Implication
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Figma: Saving the Best for Last
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Chime: Minimum Viable Bank to Everything-but-a-Bank
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ServiceTitan and the Software-vs-PE Race
Unlock Premium to read this post →Plus! Devaluation; Browsers; Slicing Up the Capital Structure; Who Audits the Auditors; International
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Putting the European Telecom Market Back Together
Unlock Premium to read this post →Plus! Press Releases; Outsourcing at the Edge; The Amazon Model; Covenant-Light; The Energy Transition in Reverse