Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Transdigm, Fortive, and Veralto Healthcare in the United States is awkward to describe. It is an essential service that everyone consumes at some point in their lives but that most don’t fully or directly pay for. The ultimate cost of a procedure isn’t known at […]
Category Archives: [WAY] Waystar
scuttleslops
[scuttleslops] MRVL, APP, AMZN, Chips
Marvell connects the dots; AppLovin has most of the auctions; AWS is not worried about [...]
Continue reading →[FICO] Fair Isaac
some thoughts on FICO
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[scuttleslops] META, MU, NVDA, LW, open web advertising
strategy and challenges at Meta’s Reality Labs; the bull and bear case for memory; Europe [...]
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[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →[ROL] Rollins
[ROL – Rollins] The exterminator’s dilemma
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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