Today’s post is part of a broader discussion about scale advantages: when they apply and to what degree. I’m addressing this topic in the context of rolled-up entities because, in my experience, it is here that scale advantages seem far too liberally promoted, even if they do sometimes apply with awesome effect. This write-up was […]
Category Archives: [FSV] FirstService
[RYAN] Ryan Specialty
[RYAN] Ryan Specialty – the middlemen have middlemen
This is a companion piece to the Kinsale writeup from a few weeks ago, where [...]
Continue reading →[MCO] Moody's Corp
S&P, Moody’s, and the limits of AI disruption: Part 2
I briefly discussed credit ratings in my S&P write-up. It’s a great business, we all [...]
Continue reading →[WIX] Wix.com
[scuttlebit] Wix at the AI Crossroads
What are scuttlebits? Wix was conceived to democratize the creation of websites at a time [...]
1 Comment
Continue reading →[SPGI] S&P Global
S&P, Moody’s, and the limits of AI disruption: Part 1
(Part 1 concerns S&P Global; Part 2 will be published next week and discusses Moody’s) [...]
1 Comment
Continue reading →[VEEV] Veeva Systems
Veeva, AI, and regulated workflows
I recently recorded my annual podcast interview with @LibertyRPF, where I offer some thoughts on [...]
Continue reading →