MBI Deep Dives (Page 30)

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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.

MBI Daily Dose (July 08, 2025)

Companies or topics mentioned in today's Daily Dose: Therapeutic abundance, Agent Archetypes, OpenAI's SBC, Rent growth I was admittedly a bit skeptical about AI revolutionizing therapeutics. While I understood the AI’s potentially profound impact on drug discovery process, I wasn’t sure if it can

MBI Daily Dose (July 07, 2025)

Companies or topics mentioned in today's Daily Dose: Fiscal tightrope, Productivity boom, ChatGPT traffic, History of Intelligence UBS published this interesting table comparing and contrasting US’s current high debt level to similar situations in the past. Considering the recent US administrations’ poor fiscal discipline, an AI-driven surge