The Ecosystem Advantage read the full piece here: www.mbi-deepdives.com/the-ecosyste...

Veeva's Opportunity in Clinical Software read the full piece here: www.mbi-deepdives.com/veeva-clinic...

Sam Altman's Explanation read the full piece here: www.mbi-deepdives.com/sam-altmans-...

while I didn't write a Deep Dive this month, today's "daily dose" email turned out to be a mini-Deep Dive itself😅 Veeva Update: www.mbi-deepdives.com/veeva-update/

Digital Advertising's "Bitter Lesson" Moment read the full piece here: www.mbi-deepdives.com/digital-adve...

The Reality of Meta's Reality Labs Read the full piece here: www.mbi-deepdives.com/the-reality-...

CoStar and Zillow's Google Risk read the full piece here: www.mbi-deepdives.com/costar-and-z...

Booking on the Offense read the full piece here: www.mbi-deepdives.com/booking-on-t...

Synopsys' Pricing Evolution in Design IP read the full piece here: www.mbi-deepdives.com/snps_ip_pric...

Lululemon's Succession read the full piece here: www.mbi-deepdives.com/lululemons-s...

Adobe and Figma's divergent path read the full piece here: www.mbi-deepdives.com/adobe-and-fi...

The "Edge AI" Bear Case read the full piece here: www.mbi-deepdives.com/the-edge-ai-...

Waymo weekly rides per week May'23: 10k Dec'24: 175k Dec'25: 450k Waymo's Surge: www.mbi-deepdives.com/waymos-surge/

Music's AI Mess: Part 2 read the full piece here: www.mbi-deepdives.com/musics-ai-me...

Dollar Store Earnings 3Q'25 read the full piece here: www.mbi-deepdives.com/dg-dltr3q25/

My experience on Airbnb experience: Part 2 read the full piece here: www.mbi-deepdives.com/abnb_experie...

feedback on "The Great Abstraction" read the full piece here: www.mbi-deepdives.com/feedback-gre...

Understanding AWS Graviton Playbook read the full piece here: www.mbi-deepdives.com/aws-graviton/

The Great Abstraction? read the full piece here: www.mbi-deepdives.com/the-great-ab...

Why is AWS partnering with GCP? $AMZN $GOOG read the full piece here: www.mbi-deepdives.com/aws-gcp/

Behind the scenes: $ABNB vs $BKNG read the full piece here: www.mbi-deepdives.com/abnb_bkng/

New "Never Sell" episode with @scuttleblurb.bsky.social Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins find the episode here: www.mbi-deepdives.com/never-sell-e...

Michael Burry is likely sniffing in the right areas if you want to build a proper short case against Big tech. I still think he's short of evidence. That doesn't mean he's wrong; he may just be early. Read my full piece here: www.mbi-deepdives.com/the-deprecia...

Anthropic's focused bet read the full piece here: www.mbi-deepdives.com/anthropics-f...

Solving the "DoorDash problem" read the full piece here: www.mbi-deepdives.com/solving-the-...

"Nigeria (thought to be the world’s sixth-largest country) has not conducted a national census since 2006...Indeed, it would not be a great exaggeration to say that we have never known how large Nigeria is." very good piece: www.global-developments.org/p/how-much-s...

Disruption takes a while... hardcoresoftware.learningbyshipping.com/p/223-on-the...

Just published my Deep Dive on $ORCL. Larry Ellison is quite the character, so it was a lot of fun studying Oracle.