The ROI of AI (It's a Dollar Auction)
The single most complicated question to answer is what exactly the ROI of AI is. You can easily argue that there is some value and that it can be...
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The Internet as You Know It Is Dying
Humans are not alone on the internet anymore. That will change the Internet as you know it. If you pay attention, the Internet has been a bit...
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Microsoft Corp (MSFT US): Synthetic Expert Call Transcript (08 Jul 2026)
Sales compensation has shifted from booking-driven to consumption-driven metrics, with FY26 quotas tying up to 30% of enterprise reps' variable...
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AI Industry Structure and Business Model: What Inning is It?
What inning is AI in? If history is a guide, it’s hard to predict the twists and turns of a new market growing from nothing...
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Halloween Earnings Season 🎃 (Hyperscalers, TXN, VICR, SK Hynix, KLAC, MXL, INTC, AWE, ACMR, BESI)
Welcome to the Halloween Earnings Edition. It's a spooky time in markets. So far, there’s been a lot of volatility this earnings season,...
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