How Nvidia became the First $5Tn Company
Nvidia’s $5T valuation isn’t a meme, it’s the receipt for a two-decade plan. We map the milestones from CUDA to Blackwell, the deals that mattered (OpenAI, Microsoft, cloud OEMs), and the risks that could dent the flywheel.
OpenAI Deploys Atlas: The Strategic Move in the Browser War
Atlas turns the browser into a work surface. We map the arms‑race dynamics, the browser‑war levers, the risks, and a 90‑day boardroom rollout to test it without breaking trust.
Absa vs FNB – The Bank‑Backed MVNO War Is On
Banks are the new telcos. The real showdown is Absa vs FNB: can Absa match FNB’s rewards engine and eSIM speed while keeping Capitec’s simplicity?
Campus x Sizzle AI: How Tade Oyerinde Is Rewiring Community College With Agents
Campus’s acquisition of Sizzle AI brings agent tutors into accredited pathways. We map the stack, the economics, the risks, and a 90-day boardroom rollout to test it without breaking trust.
Oracle’s Media Play: The New Rules of Influence
Oracle is turning AI cloud cash flows into cultural leverage: linking compute, content libraries, and short-form distribution. Here’s the playbook, the risks, and the board moves that matter next.
Data Center Gold Rush: Inside the Multi-Billion Dollar Land Grab
The scramble for compute sparked a scramble for megawatts. This brief explains what’s changing, why it matters, and the board‑level plays to run now.
Gold Is Won Before The Gun: What Botswana’s 4x400m Team Teaches the Boardroom
Botswana’s 4×400m gold shows that medals are made in selection, handoffs, and governance. Apply the relay model to your company with lineup, playbook, rhythm, data, and board clarity.
Bubble-Proof Your AI Strategy
If the buzz stopped tomorrow, would your AI still create value? Use these three filters.
Unit Economics Playbook, Make Growth Cheaper as You Scale
If every new customer takes too long to pay back, growth is just a slow leak. The goal is simple: grow in […]