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.
The Cloud Wars Update: Who’s Winning the AI-Driven Growth Battle
Aug. 4, 2025, 10:32 p.m.
The Rise of Verticalized AI Coworkers
July 29, 2025, 10:36 p.m.
Figma S-1 Breakdown
July 15, 2025, 10:17 p.m.
The New Fundraising Playbook: Seed-Strapping
July 1, 2025, 12:39 a.m.
Circle S-1 Breakdown
June 10, 2025, 10:48 p.m.
Agentic Commerce is Coming: How AI Will Reshape Online Retail
June 3, 2025, 10:29 p.m.
Infrastructure in the Age of AI Gatekeepers
May 20, 2025, 10:19 p.m.
The AI TAM Expansion Opportunity
May 6, 2025, 11:40 p.m.
AI’s Higher Acceptance Bar and How to Clear It
April 22, 2025, 11:40 p.m.
A Few Themes from Explosive Growth AI Startups
April 13, 2025, 10:38 p.m.
Observations from the 2025 Enterprise Tech 30
March 31, 2025, 11:05 p.m.
Klarna S-1 Breakdown
March 19, 2025, 10:08 p.m.
Venture Firms Going Public
March 4, 2025, 2:51 a.m.
A few charts on where AI adoption is going
Feb. 19, 2025, 12:20 a.m.
How Big Tech Sees DeepSeek: Five Key Takeaways
Feb. 10, 2025, 11:37 p.m.
The Rise of the Agentic Workforce
Jan. 29, 2025, 1:56 a.m.
Five Lessons for Building Robust AI Agents from Coding Agents
Jan. 22, 2025, 12:18 a.m.
A few themes for 2025
Jan. 8, 2025, 2:42 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
Emerging Wedges in Vertical AI Startups
Dec. 16, 2024, 11:52 p.m.
ServiceTitan S-1 Breakdown
Dec. 5, 2024, 1:42 a.m.
Big Tech x Generative AI Q3 '24 Update (Part 2)
Nov. 11, 2024, 11:56 p.m.
Big Tech and Generative AI Q3 '24 Update
Nov. 4, 2024, 11:57 p.m.
OpenAI's o-1 and Inference-Time Scaling Laws
Oct. 28, 2024, 11:13 p.m.
Cerebras S-1 Breakdown
Oct. 14, 2024, 11:13 p.m.