moats
![Brian Piercy](data:image/svg+xml;utf8,<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="%230A66C2"><path d="M20.447 20.452H16.89v-5.569c0-1.328-.027-3.037-1.852-3.037-1.853 0-2.136 1.445-2.136 2.939v5.667H9.351V9h3.414v1.561h.046c.477-.9 1.637-1.85 3.37-1.85 3.601 0 4.267 2.37 4.267 5.455v6.286zM5.337 7.433a1.982 1.982 0 1 1 0-3.964 1.982 1.982 0 0 1 0 3.964zm1.782 13.019H3.555V9h3.564v11.452zM22.225 0H1.771C.792 0 0 .774 0 1.729v20.542C0 23.227.792 24 1.771 24h20.451C23.2 24 24 23.227 24 22.271V1.729C24 .774 23.2 0 22.222 0h.003z"/></svg>)
Why Anthropic’s integration into hyperscaler silicon programs may give it a lasting advantage in the economics of frontier AI.
This is a great resource.
The third-generation CEO has transformed the insurance broker’s valuation, but says its size has not given it pricing power.
I’ve learned early in life that game selection is a HUGE determinant of success. Let me tell you about the worst game I’ve fought & the easiest bet I’ve ever won. Both taught me about choosing unfair fights and playing by your own rules… Let’s start with the entertaining worst game. In high school I played football. I was an offensive/defensive lineman. I was half way decent enough to play in the Ernie Davis All-Star game my senior year.
Hey everyone! I’ve mostly started sharing my favorite memos and transcripts over at A Letter a Day, but as it’s more of a tasting menu, I’m reticent to post multiple memos or tran…
Chinese chip designer Loongson, which has tried to reduce the country’s reliance on Intel and AMD, is developing its own general-purpose GPU despite being added to a US trade blacklist.
The secrets of Zoom, Amazon, and Apple products.
The power of primitives
Kuo-Hua Chou, special to DIGITIMES Asia
This is a book summary of The Art of Profitability by Adrian Slywotzky. Read The Art of Profitability summary to review key ideas and lessons from the book.
At the core of Europe's strongest economy is the Mittelstand, a tier of impeccably run small manufacturers that measure growth not in years but in centuries. Here's how they do it, in five very German lessons.
The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.
A Guide to Reddit, Its Key Competitive Advantages, and How to Unbundle It
A few factors I’ve seen pull winners off the podium…
Harvey Weinstein was a gate-keeper — a position that existed in multiple industries, including the media. That entire structure, though, is untenable on the Internet, and that’s a good thing.…