MBI Deep Dives (Page 25)

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Technology vs Platform Shift, Portfolio Change

Is the current AI phenomenon a technology or a platform shift? Or is it both? I read couple of pieces yesterday that makes a pretty convincing case that it is only a technology shift so far. Casey Winters made this point almost a couple of years ago which I think

Why I bought more Alphabet!

Believe it or not, it’s not necessarily because of Judge Mehta’s ruling yesterday! After coming back to Google as a shareholder back in April this year, I will elaborate on my decision to add to my existing position in Alphabet behind the paywall. Subscribe

The Changing Healthcare Landscape

Last month, JP Morgan published a very interesting healthcare piece titled “Sick as a Dog” which I read yesterday. They also published a podcast on this piece, but I think you would enjoy reading the piece instead. I would like to highlight some interesting points from the piece. One of

MBI turns five!

On this day five years ago, I decided to start an independent research service. I had a simple idea: just one Deep Dive on a publicly listed company every month. It may seem there are a plethora of Substacks or independent research services today, but even five years ago, there

The ROI Question

A friend recently DM-ed me to highlight one of the quotes from Nvidia’s CFO in their recent earnings: "New NVFP4 4-bit precision and NVLink 72 on the GB300 platform delivers a 50x increase in energy efficiency per token compared to Hopper, enabling companies to monetize their compute at

Google's "first mistake"

I have been listening to Acquired’s latest episode on Google. I haven’t finished the episode yet; I’m half-way into the four-hour episode. As you can imagine, there are a lot of cool anecdotes from the spree of some of the best acquisitions Google has made over the

Dollar General 2Q'25, Microsoft's Cybersecurity business

Yesterday, Dollar General published its 2Q’25 earnings and Microsoft attended Deutsche Bank's 2025 Technology Conference to discuss their cybersecurity business. I will share some thoughts on both of them behind the paywall. Subscribe

Meta's (lack of) Agency

Back in 2018, Mark Zuckerberg wrote on Facebook: “One of our big focus areas for 2018 is making sure the time we all spend on Facebook is time well spent. …recently we've gotten feedback from our community that public content -- posts from businesses, brands and media --

Amazon's Ambition in Groceries: Part 2

Part 1 of this series can be read here Doug Herrington, the current CEO of Amazon Retail, became part of the S-team at Amazon in 2011. Herrington has been a key figure to push Amazon to groceries. Brad Stone in his book “Amazon Unbound” mentioned a particular memo by Herrington

The Promise and Pitfall of Agentic Commerce

We are entering the age of agentic commerce, where autonomous AI agents, acting as our digital deputies, will navigate the endless aisles of online stores, evaluating products and making purchases on our behalf. Agentic commerce promises to crush search frictions and expand the practical consideration set from a handful of