MBI Deep Dives (Page 8)

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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

MBI Daily Dose (July 06, 2025)

Companies or topics mentioned in today's Daily Dose: Inflection Point for AI adoption in enterprise, Airbnb and host experience I listened to this AlphaSense interview of Head of Generative AI Strategy at Cerebras (free trial link here). The expert forecasts that within the next 6–12 months enterprises

MBI Daily Dose (July 05, 2025)

Companies or topics mentioned in today's Daily Dose: Student loan, Progress in AI, AGI implications for rise and fall of nations, Traveling Apollo published a presentation titled “The pause on reporting delinquent federal student loans to credit rating bureaus has ended: Implications for consumer spending”. This is, unfortunately,

MBI Daily Dose (July 04, 2025)

Companies or topics mentioned in today's Daily Dose: Follow-up on golden age of digital advertising, LLM adoption in enterprise, Anthropic, Money Happy Fourth of July! It’s a great day to remind myself never to bet against America. While on my walk yesterday, I was thinking about Eric

MBI Daily Dose (July 03, 2025)

Companies or topics mentioned in today's Daily Dose: Digital advertising, semiconductor cycle, Kevin Kelly A programming note: All the content of MBI Deep Dives are published on both "MBI Deep Dives" website and Substack. I launched the Substack a couple of years ago because a number

MBI Daily Dose (July 02, 2025)

Companies mentioned in today's Daily Dose: Amazon, Cloudflare, Microsoft, Figma vs Adobe WSJ had an interesting piece yesterday on how Amazon has scaled its robotic efforts over the years: "The e-commerce giant, which has spent years automating tasks previously done by humans in its facilities, has deployed

MBI Daily Dose (July 01, 2025)

Last week, UK's Competition and Markets Authority (CMA) published an interesting report titled "Strategic market status investigation into Google's general search services". CMA has been historically quite useful in understanding search market dynamics. While I do want to note that the regulator has bit

From Monthly to Daily

I have decided to make some changes to MBI Deep Dives. Before I get to the changes, here is a quick update on next month’s Deep Dive: I am currently studying Cognex (CGNX) and expect to publish the Deep Dive by July 25. For this month’s Never Sell

APi: Safety-as-a-"Subscription" in a Fragmented Market

You can listen to this Deep Dive here For the second consecutive months, I am writing a Deep Dive on a company that came to public market via a SPAC. Martin Franklin, who is the main character behind J2 SPAC that ended up acquiring APi Group in October 2019, doesn’

Lululemon 1Q'25 Update

Disclosure: I own January 2026 $165 Call Options While the quarter looks mostly okay, Lulu’s guide is the primary culprit for the stock to be down 20%+ after-hours today. Before we get into that, let me recap the quarter first and then I will share some highlights from the