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 […]
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 […]
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? […]
Marvell connects the dots; AppLovin has most of the auctions; AWS is not worried about overbuilding; Amazon would rather buy from Amazon; AI moves faster than silicon What are scuttleslops? The Circuit; Unpacking Marvell’s Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack; Oct. 12, 2026 In a discussion of Marvell’s recent Investor Day, semiconductor […]
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Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto I last wrote about FICO nearly 3 years ago, back when the stock traded ~$1,100. At the time, FICO had been raising prices at a blistering pace and shrugged off various regulatory threats, including including a proposed overhaul of mortgage […]
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strategy and challenges at Meta’s Reality Labs; the bull and bear case for memory; Europe runs short on potatoes; the open web needs better ads What are scuttleslops? InPractise interview with former Head of XR/AI Product Growth & Chief of Staff to COO, Meta Reality Labs; published Sept. 21, 2026 The speaker portrays Reality Labs […]
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