MBI Deep Dives (Page 6)

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Meta On the Offense!

This week has turned out to be a plethora of model launches with SpaceX releasing Grok 4.5 on Wednesday, and Meta and OpenAI releasing Muse Spark 1.1 and GPT-5.6 yesterday. While Meta has been on the news almost on a daily basis these days with admittedly

The Salience of Data

Let me begin with a thought experiment. Imagine you know nothing about OpenAI’s or Anthropic’s financials. No ARR figures, and no valuation marks from the latest round. Now add one more condition, and it may be less hypothetical than it sounds: assume every frontier lab has access to

Why Consumer AI Appears to be Lagging Enterprise

Last week, Mark Zuckerberg internally shared that AI agents haven’t progressed as fast as he hoped. While initially many interpreted this as Meta specific stumble on their agentic AI efforts in consumer, Alexandr Wang later clarified that Zuckerberg was talking about “the industry’s progress on agentic capabilities on

"It's not a lie if you believe it"

A couple of weeks ago, I explained that I am currently in the process of moving ~85% of my portfolio from Canada to the US now that I have become a permanent resident in the US. Physically moving from one country to another can be stressful, and it turns out

"Never Sell" Episode: Scuttleslops, OpenAI Valuation, Ryan Specialty

Programming Note: As mentioned earlier, MBI Deep Dives will be off for the next week and I will resume the cadence of posting daily on Tuesday next week (July 07, 2026). For the “Never Sell” podcast, Scuttleblurb and I published a new episode yesterday. Scuttleblurb recently introduced a new feature

Recommended Read

Instead of writing my personal musings on this Sunday, I would actually suggest you read these two pieces that expanded my understanding of the world: “How funerals keep Africa poor”, and “Why kinship societies kill their old”. They are both quite thought provoking and illuminating in a way that is

The Shape of Compute Curve

In a recent podcast, Lambda (one of the neoclouds) CTO Stephen Balaban expressed almost bit of a disdain for the critics who wondered whether the hyperscalers or neoclouds are “gaming” the GPU accounting by assuming higher useful lives of the GPUs than warranted. From the podcast: Matt Turck: You’re

The ASIC-GPU Standoff

My friend Liberty recently highlighted an interesting paper from Google that goes through the evolution of TPUs. The objection to domain-specific silicon which might sound quite persuasive is the one about obsolescence: a chip may take two to three years to design, fabricate, and deploy, and AI moves fast

Scale Without Sluggishness

Scheduling and Disclosure Update

A few things I wanted to share: what’s coming up, a break I’m taking next week, and a change to my portfolio disclosure. What I’m working on I’m currently working on DoorDash, which I expect to publish sometime next month. After that, I plan to turn