FICO would rather not talk about prices anymore; Paycom’s AI opportunity starts with its own expenses; Airbnb wants to be the travel agent, not just the booking site; Trex is prioritizing volume over pricing; who pays for AI? Upcoming posts (in no particular order): Domino’s Pizza, Xpel, Constellation Software, Otis, Badger Meter, Tractor Supply, Fortive, […]
Intel can’t make enough CPUs; AMD is supply constrained too but appears to be taking server CPU share from Intel; Anthropic must keep spending its inference profits; AI agents might prefer dealing with Booking; NextEra powers the AI boom; Palantir wants to own the last mile of AI What are scuttleslops? Intel, Q3 ‘26 Earnings […]
Upcoming posts (in no particular order): Domino’s Pizza, Constellation Software, Otis, Badger Meter, Tractor Supply, Fortive, and Veralto. Gartner has long positioned itself as a purveyor of indispensable, objective research and advice for enterprises, first in IT-related matters and later in domains like HR, finance, sales, and legal. Its counsel has historically been most in […]
Google is reading Reddit and sending it less traffic; cybersecurity is entering a dangerous new era; AWS is on its way to $1 trillion; Micron is trying to differentiate its memory; Meta’s advantage in personal AI agents; Builders FirstSource faces a brutal housing market and intensifying price competition; Ryan Specialty faces a tough E&S market […]
AI could improve Google’s ad economics; AI agents need Amazon; more specialty insurance risks are becoming conventional; Kinsale’s competitors are getting reckless; Old Dominion is sitting on excess capacity and taking price; AI investment is boosting the credit ratings business; S&P Global wants to be infrastructure, not tools Upcoming posts (in no particular order): Domino’s […]
SpaceX is coming for the telcos; turns out Texas Instruments was early, not wrong; Rollins’ customer acquisition is being upended by agents; United Rentals is running hot Upcoming posts (in no particular order): Domino’s Pizza, Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Fortive, and Veralto. What are scuttleslops? Stratechery interview with Craig Moffett About […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.
Upcoming posts (in no particular order): Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Fortive, and Veralto. Intuitive Surgical is an improbable success. The founding vision of SRI International (Stanford Research Institute, Intuitive’s spin-off parent) – a remote controlled robotic surgeon that could operate on wounded soldiers in distant battlefields – was nothing short of […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.
Agents are less disruptive to commerce than you think; how Match is trying to find its spark; the podcast economy; open models have a place Upcoming posts (in no particular order): Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Intuitive Surgical, Fortive, and Veralto What are scuttleslops? Mobile Dev Memo; Will consumers adopt agentic commerce? […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.