MBI Deep Dives (Page 10)

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MBI Daily Dose (July 20, 2025)

Companies or topics mentioned in today's Daily Dose: YouTube, Replit A Programming Note: There will be no Daily Dose email tomorrow as I will be publishing my Deep Dive on Cognex tomorrow. A good rule of thumb is you will only receive one email from me everyday. So

MBI Daily Dose (July 19, 2025)

Companies or topics mentioned in today's Daily Dose: OpenAI Agent, Elephant Graph OpenAI launched “OpenAI Agent” last week. It’s basically a marriage between “Deep Research” and “Operator”, but what’s new is the orchestration layer on top i.e. an agentic planner that decides when to invoke

MBI Daily Dose (July 18, 2025)

Companies or topics mentioned in today's Daily Dose: AMA, Voidware, OpenAI's Monetization AMA: David Kim from Scuttleblurb and I will record an AMA episode for the next Never Sell podcast. Please reply to this email to send your questions! Matan Zinger acquainted me with a term

MBI Daily Dose (July 17, 2025)

Companies or topics mentioned in today's Daily Dose: Google, US innovation, Aging gracefully “Search Engine Land” published some interesting data about the evolution of Google Search post-AI Mode launch. Some key excerpts from the piece: The biggest shift has been from 1-2 word keywords to 3-4 word search

MBI Daily Dose (July 16, 2025)

Companies or topics mentioned in today's Daily Dose: Extreme leverage of AI Research team with high talent density, GLP-1 impact on Life Insurance I have been pondering about Zuck’s recent hiring spree of AI researchers. I walk ~10,000 steps everyday and during my afternoon walk yesterday,

MBI Daily Dose (July 15, 2025)

Companies or topics mentioned in today's Daily Dose: Future of Enterprise software, Some cold water on AI productivity, AWS vs GCP A Programming Note: A number of you have asked whether the Daily Dose might be a short-term experiment. Given the positive feedback I have received so far,

MBI Daily Dose (July 14, 2025)

Companies or topics mentioned in today's Daily Dose: AWS growth, Interest rate in AI boom scenario, LLM Adoption at work As Anthropic scaled its annualized revenue from $1 Billion in December 2024 to $4 Billion by mid-2025, people are starting to wonder what it means for AWS revenue

MBI Daily Dose (July 13, 2025)

Companies or topics mentioned in today's Daily Dose: Future of logistics, Rise of Dupes, Meta vs EU, follow-up on Wealth Ladder Austin Vernon argues that AI-driven autonomy and battery electrification may profoundly transform the labor-plus-fuel cost stack that makes trucking and last-mile delivery so expensive, putting almost a

MBI Daily Dose (July 12, 2025)

Companies or topics mentioned in today's Daily Dose: Stripe, Google, Meta, The Wealth Ladder Emily Glassberg Sands, Stripe’s Head of Information, had an interesting podcast recently. She explained why Stripe has been building a foundation model. Stripe's massive volume of payment data is a unique

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