Daily Dose

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.

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

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

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

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,

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

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

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

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