Let’s take it back to ’69. The Unix operating system was just conceived under Bell Laboratories, the vaunted research joint venture of AT&T and Western Electric. Protected by the strictures of a consent decree from 1956, which prevented its parent AT&T from commercializing technology that wasn’t related to telephony, Unix thrived as an open research […]
Tag Archives: Containers
[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) [...]
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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 →[POOL] Pool Corp.
How Pool stacks up to Watsco
MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed) Having just written [...]
Continue reading →[RELY] Remitly
Remitly looks interesting
It may not be entirely fair to think of Wise as “cross-border transfers for yuppies”, [...]
Continue reading →[KNSL] Kinsale
[KNSL] Kinsale is built for speed
One way to carve up the investment universe is between standardized products, like index funds, [...]
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