Topic

Daily Dose

A collection of 21 issues

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

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