scuttleslops

[scuttleslops] MRVL, APP, AMZN, Chips

Marvell connects the dots; AppLovin has most of the auctions; AWS is not worried about [...]

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[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

[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

[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 [...]

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[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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