What are scuttleslops? Copart Investor Call; July 6, 2026 Copart’s special call was essentially a “Jay Adair is back” message, with the incoming CEO trying to reset the investor narrative around growth, competition, and execution. Adair emphasized that his return is not temporary: “my intent is to lead the company for the next 10-plus years”. […]
Category Archives: scuttleslops
What are scuttleslops? The Circuit: Apple’s Siri AI, Nebius Inflection, China Trip Takeaways; June 15, 2026 The most important Apple insight is that the speakers view Siri’s opportunity not as competing directly with Gemini or ChatGPT for broad web search, but as turning AI into a productized, system-level feature. Bajarin says Apple’s strength is “integration […]
What are scuttleslops? The Jason & Scot Show: The Non-Agentic Episode; June 18, 2026 The biggest story in the episode is TikTok Shop. Jason calls it “the most important story in commerce in the U.S. this year,” noting that TikTok has roughly 100 million daily U.S. users spending an average of 54 minutes per day […]
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC I sensed some skepticism when scuttleslops was announced. But now that readers have had a chance to see the product, the feedback I’ve gotten has been uniformly positive, so I plan to continue this project for the foreseeable future. A […]
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What are scuttleslops? [scuttleslops] AMZN, CME, IQV, WIX, SNOW, VEEV, GWRE Mobile Dev Memo Podcast — Adam Epstein on Amazon’s advertising advantages, June 4, 2026: Amazon’s identity-spine moat and the structural decline of The Trade Desk Adam Epstein (CEO of GG; ex-Perpetua) laid out why Amazon’s advertising business is becoming much more than retail media: […]
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What are scuttleslops? The very first scuttleslop! Let me know what you think. Again, the text that follows is substantially AI-generated, but try not to be too negatively biased by that fact. You might imagine that I hired a junior analyst and tasked them with summarizing the most recent and relevant newsflow and management commentary […]
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Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in all paid subscriptions. Each scuttleslop will contain 5 AI-generated summaries of weekly events and developments pertaining to companies I’ve profiled. Compared to the posts that I author, scuttleslops, written by Claude, will be light on context and focused on newsflow […]
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