The $2 Billion Admission. Why Apple Just Broke Its Golden Rule
Apple rarely buys big. This $2B deal is a ruthless strategic pivot to secure the "Private Edge" against Google. We analyze the Buy vs. Build decision.
Why Terra Industries is the Next Defense Giant
The "Anduril of Africa" has arrived. Terra Industries is securing the continent's $300B infrastructure gap with autonomous drones and AI, backed by 8VC.
Why Gemini Wins by Being Everywhere
Distribution is God. Google isn't just building the smartest AI; they are building the most accessible one. We break down the Education and Android moats.
Why Anthropic Isn’t Trying to Be Google
Anthropic isn't trying to beat Google at being Google. They are building the "Employee" while Google builds the "Assistant." We break down the Vertical AI strategy.
How Epirus is Ending the Drone Age with Microwaves
We can't shoot $2M missiles at $500 drones. Epirus solves the math of modern warfare with a solid-state "Force Field" that fries electronics instantly.
The Toyota Production System: The Blueprint That Changed the World
The Toyota Production System is more than just manufacturing; it's a philosophy of efficiency. Discover the history of TPS, its core pillars of Just-in-Time and Jidoka.
The 2026 Thesis: The Year Software Hit the Wall
The holiday is over. We break down the "2026 Thesis": Why the Paramount deal died, why Manufacturing is booming, and why "Verification" is the new Gold.
The Grid is Broken. Base Power is fixing it from the Edge.
Base Power is deploying distributed batteries, smart controls, and utility partnerships to rebuild reliability from the edge.
Mercor’s $10Bn Bet: Why AI Recruitment is the End of the Resume
The resume is dead. Mercor's AI interviews are the new standard. We break down the strategy behind the "Truth Engine" for hiring.
Paramount’s $108Bn Hostile Raid: The “Minnow” Tries to Swallow the Whale
The Streaming War just went nuclear. Paramount Skydance has launched a $108B hostile bid for Warner Bros. We break down the cash-vs-strategy battle against Netflix.
The Eventbrite Killer: How Posh is Turning Ticketing into a Social Network
Posh is reframing events as a social graph where discovery, trust, and conversion live in one feed.
Netflix Buys Warner Bros: The $83Bn Check That Ended the Streaming War
The Streaming Wars are over. Netflix won. We dissect the $83Bn deal structure, the strategic spin-off of linear TV, and why this creates a content monopoly that regulators might kill.