MBI Deep Dives (Page 3)

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MBI Daily Dose (July 18, 2025)

Companies or topics mentioned in today's Daily Dose: AMA, Voidware, OpenAI's Monetization AMA: David Kim from Scuttleblurb and I will record an AMA episode for the next Never Sell podcast. Please reply to this email to send your questions! Matan Zinger acquainted me with a term

MBI Daily Dose (July 17, 2025)

Companies or topics mentioned in today's Daily Dose: Google, US innovation, Aging gracefully “Search Engine Land” published some interesting data about the evolution of Google Search post-AI Mode launch. Some key excerpts from the piece: The biggest shift has been from 1-2 word keywords to 3-4 word search

MBI Daily Dose (July 16, 2025)

Companies or topics mentioned in today's Daily Dose: Extreme leverage of AI Research team with high talent density, GLP-1 impact on Life Insurance I have been pondering about Zuck’s recent hiring spree of AI researchers. I walk ~10,000 steps everyday and during my afternoon walk yesterday,

MBI Daily Dose (July 15, 2025)

Companies or topics mentioned in today's Daily Dose: Future of Enterprise software, Some cold water on AI productivity, AWS vs GCP A Programming Note: A number of you have asked whether the Daily Dose might be a short-term experiment. Given the positive feedback I have received so far,

MBI Daily Dose (July 14, 2025)

Companies or topics mentioned in today's Daily Dose: AWS growth, Interest rate in AI boom scenario, LLM Adoption at work As Anthropic scaled its annualized revenue from $1 Billion in December 2024 to $4 Billion by mid-2025, people are starting to wonder what it means for AWS revenue

MBI Daily Dose (July 13, 2025)

Companies or topics mentioned in today's Daily Dose: Future of logistics, Rise of Dupes, Meta vs EU, follow-up on Wealth Ladder Austin Vernon argues that AI-driven autonomy and battery electrification may profoundly transform the labor-plus-fuel cost stack that makes trucking and last-mile delivery so expensive, putting almost a

MBI Daily Dose (July 12, 2025)

Companies or topics mentioned in today's Daily Dose: Stripe, Google, Meta, The Wealth Ladder Emily Glassberg Sands, Stripe’s Head of Information, had an interesting podcast recently. She explained why Stripe has been building a foundation model. Stripe's massive volume of payment data is a unique

MBI Daily Dose (July 11, 2025)

Companies or topics mentioned in today's Daily Dose: Correction to yesterday's daily dose, Adobe's headwinds, Floor & Decor *Correction: Yesterday I mentioned "CMA reported Google’s real revenue (so not nominal) increased by 130-140% during 2015 to 2024 period, which at mid-point implies

MBI Daily Dose (July 10, 2025)

Companies or topics mentioned in today's Daily Dose: Commercial query growth in Google, Social commerce, Generative UI I have mentioned about UK CMA’s report on Google before, but one astute reader highlighted a couple of data points from the appendix of the report that I feel compelled

MBI Daily Dose (July 09, 2025)

Companies or topics mentioned in today's Daily Dose: Constellation Software, AGI timeline, Waymo vs Tesla I listened to an interesting AlphaSense interview of former Head of M&A at Constellation Software (free trial link here). Let me share some bits and pieces that stood out to me.