[Japan M&A] Who Owns Who: The Growing Concentration of Power in Japanese Consumer Markets
​Consumer distribution has shifted post-2020, with market concentration driven by M&A and MBOs. We identify the leaders of this consolidation,...
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US Middle East AI Splurge. A Bold Move But Also A Curious Affair
Last week's Middle East deals are good news for US AI/Technology champions however the benefits will likely take years to fully accrue.
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IS AI Spending Poised to Fall?
​Hyperscaler CapEx growth may be slowing as Microsoft cuts spending in Q4 while Amazon, Facebook, and Alibaba increase theirs, leading to a...
755 Views
DeepSeek R1: An Attempt at Rearranging the World’s AI Furniture & Global Influence
DeepSeek R1 is more than AI; it's a geopolitical tool reshaping global influence. Its low-budget claim fosters an illusion of cost-efficiency,...
409 Views
Amazon.com Inc (AMZN US): Synthetic Expert Call Transcript (09 Jul 2026)
Sellers are experiencing unprecedented margin compression as Amazon’s aggregate take rate (inclusive of referral, FBA, inbound placement,...
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