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.
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.
Nike x Zellerfeld Air Max 1000AM 1000: The Next Frontier of Nike Innovation
Nike's next frontier goes beyond Kaizen. The AM 1000 is a speculative look at a "N=1" supply chain, where AI, biometrics, and 3D printing create a recurring revenue moat.
Adobe Acquires Semrush: The $1.9Bn Bet to Own “Discovery”
Adobe owns the pixels. Semrush owns the intent. We analyze why this $1.9Bn deal creates the first "Marketing Operating System" and prepares brands for the age of LLM search.
Why Nike is the Toyota of Shoes: A $350B Masterclass in Industrial Kaizen
Stop calling Nike a marketing company. It's an operations company. We analyze the 4 moves Nike stole from the Toyota Production System to build an unassailable $350B industrial moat.
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.