What can I learn from my 20-month-old son?

Programming Note: As a reminder, every Sunday, I write pieces that are predominantly based on personal experiences which may or may not be loosely connected with investing.

Bypassing RevenueBench to Buy the Feedback Loop

We have seen an accelerating pace of model release cadence over the last few weeks. Frankly speaking, this may be a new normal for the rest of this year instead of being an anomaly.

Spare a Thought for Broadcom Shareholders

After Nvidia’s earnings, I was almost shocked to see how the company’s estimates for next year surpassed far above consensus estimates and yet the stock has barely outperformed the S&P 500 (and actually underperformed both the QQQ and the semiconductor ETF).

Notes from a Dasher Shift, and the Drone Delivery Future

Programming Note: I will take a day off tomorrow, and will be back with daily posting schedule on Friday. DoorDash has a program called “WeDash” which requires its employees do delivery shifts every year.

The Bid Shading Threat to Amazon Advertising

Almost six years ago, NYT published a critical piece on Amazon’s business practices with 3P sellers. The reason I still remember that piece after all these years is that the article had an interesting background on how Amazon made its foray into advertising.

The Left Tail of AI

AI is obviously a transformational technology, and anyone still dismissing it as a 'con' job is, ironically, likely pulling a con themselves. It’s hard not to feel that AI needs a better group of bears if we crave for a more diversity of opinions around AI.

An Ode to Ben Thompson

Programming Note: As a reminder, every Sunday, I write pieces that are predominantly based on personal experiences which may or may not be loosely connected with investing.

Veeva 2Q’26: "SaaSpocalypse" Cancelled

Early this year when most investors were grappling with “SaaSpocalypse”, I started buying Veeva when the stock was trading at $220. As the SaaSpocalypse mania spread like a virus in investors minds, Veeva stock went into a tailspin for a few months.

Meta Buys Away its Distraction at Minimal Cost

A couple of days ago, Meta reached an agreement with 52 attorneys general across US states to settle their lawsuit alleging that it knowingly designed addictive platforms that harmed young people’s mental health.

Nvidia Climbing the Wall of Worries

A year ago, the average sell-side consensus estimates for Nvidia’s FY 2028 (which is essentially CY 2027) revenue was ~$310 Billion. But yesterday, Nvidia guided for ~70% revenue growth in FY’28 which translates to approaching ~$700 Billion revenue next year!