2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Developments in AI Silicon & LLMs
May 31, 2025, 9:02 a.m.
Huawei's big comeback, explained
May 31, 2025, 9 a.m.
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
May 25, 2025, 10:14 p.m.
Nintendo's Imminent Switch 2 Launch
May 14, 2025, 5:04 p.m.
Platform Power Is Underrated
May 5, 2025, 3:12 p.m.
The Streaming Mega-Hit Show No One is Talking About
July 18, 2025, 9:03 p.m.
The Mirage of Megaprojects: Why the West Keeps Getting Infrastructure Wrong
July 18, 2025, 7:30 p.m.
THE LONG PULL: PGMs Are Ripping
July 18, 2025, 5:45 p.m.
Apollo's Web
July 18, 2025, 4:56 p.m.
To Bitcoin or not to Bitcoin: The Corporate Cash Question
July 18, 2025, 4:44 p.m.
🚨 All-In Summit Speaker Announcement: Uber CEO Dara Khosrowshahi
July 18, 2025, 3:42 p.m.
2025.29: What It Takes to Change the Web
July 18, 2025, 3:14 p.m.
Weekly Dose of Optimism #153
July 18, 2025, 12:42 p.m.
No Country Ever Got Rich From Tourism
July 18, 2025, noon
Top Links 803 Big pharma's patent cliff. Stealthgas and the "dark fleet". The etymology of the "golden triangle".
July 18, 2025, 10:58 a.m.
U.S. greenlighted H20 chips export on its own initiative, China says
July 18, 2025, 7:05 a.m.
Evolution: Stopping the Rot
July 18, 2025, 6:01 a.m.
Let’s all try to help Substack live up to its new valuation
July 18, 2025, 12:33 a.m.
AT&T’s UNIX PC Failure
July 17, 2025, 11 p.m.
TWIG #340 Scopely Goes to War, Roblox Gambles on IP and Turkey Rises
July 17, 2025, 8:40 p.m.
What This Latest Supreme Court Ruling Means For Every President - Chamath Palihapitiya
July 17, 2025, 3 p.m.
Problems in Chinatown
July 17, 2025, 2:30 p.m.
How to Flounder Mode with Brie Wolfson
July 17, 2025, 12:39 p.m.
Top Links 802 Investing in coercion. Liechtenstein hit by zombies. China's slowdown vocabulary.
July 17, 2025, 10:58 a.m.
Samsara: Product, Strategy, And The Business Environment Are Pointing In A Positive Direction
July 17, 2025, 7:30 a.m.
🚨 All-In Summit Speaker Announcement: Roelof Botha
July 17, 2025, 12:23 a.m.
The Jamie Dimon Interview
July 16, 2025, 8:40 p.m.
The 2025 Emmy Nomination Awards: Winners, Snubs, and Thirstiest Campaigns
Agilent: Back To The Lab - [Business Breakdowns, EP.223]
Can Grok Beat OpenAI At Its Own Game?
July 16, 2025, 3 p.m.
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
June 6, 2025, 12:54 p.m.
LVMH - A house of luxury built on acquisitions👜
June 6, 2025, 12:49 p.m.
Nebius: Explosive Growth At What Is Still A Reasonable Valuation
June 5, 2025, 9:26 a.m.
L'Oréal (OR)
May 31, 2025, 7:54 p.m.
Event #1 - Trimas (TRS)
May 28, 2025, 6:28 p.m.
Dynatrace: Is AI For Observability Really Upon Us?
May 28, 2025, 12:11 p.m.
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
May 26, 2025, 3:41 p.m.
AGB 2025.1 - Airbnb (ABNB)
May 19, 2025, 2:01 p.m.
Somnigroup [SGI]
May 12, 2025, 1:37 a.m.
Lemonade: A Refreshing Drink For Summertime Investing
May 5, 2025, 3:36 p.m.