The Sovereign Moat: Why Aliko Dangote Built the World’s Largest Refinery
You cannot eat software. We analyze why Aliko Dangote built a $20B refinery to end import dependence, and what it teaches us about the "Sovereign Moat."
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 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.
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.
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.