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Oliver Buchannon
Sorin Anagnoste

Thinker & Professor

How Tesla and Google are reinventing their moats in real time

How Tesla and Google are reinventing their moats in real time

Feb 13, 2026

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[Essay] AI - The End of the Beginning. A Case for Optimism.

[Essay] AI - The End of the Beginning. A Case for Optimism.

Feb 12, 2026

AMD - Moats are made in Software

AMD - Moats are made in Software

Feb 8, 2026

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Broadcom - from Chips to Infrastructure

Broadcom - from Chips to Infrastructure

Feb 7, 2026

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on GOLD ⚱️

on GOLD ⚱️

Feb 6, 2026

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🧐 Updates on Apple, TMSC and META

🧐 Updates on Apple, TMSC and META

Feb 5, 2026

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🛒 Costco and the Membership Model

🛒 Costco and the Membership Model

Feb 1, 2026

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Walmart  - the anti-Amazon playbook

Walmart - the anti-Amazon playbook

Jan 31, 2026

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🤓 [Analysis] Is AI just the death of software?

🤓 [Analysis] Is AI just the death of software?

Jan 30, 2026

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👀 Analysis for opening a 3rd portfolio

👀 Analysis for opening a 3rd portfolio

Jan 29, 2026

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🩴 The Comfort Economy and Birkenstock’s Moat

🩴 The Comfort Economy and Birkenstock’s Moat

Jan 25, 2026

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👟 The Great Nike Reset

👟 The Great Nike Reset

Jan 24, 2026

📈 The Two-Broker Strategy

📈 The Two-Broker Strategy

Jan 23, 2026

🛍️ The Next Shopping Platform is an Interface

🛍️ The Next Shopping Platform is an Interface

Jan 22, 2026

🏦 TSMC and the AI Capacity Governor

🏦 TSMC and the AI Capacity Governor

Jan 18, 2026

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💿 ASML and the Physics Monopoly

💿 ASML and the Physics Monopoly

Jan 17, 2026

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🏎️ Ferrari’s scarcity stack

🏎️ Ferrari’s scarcity stack

Jan 10, 2026

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🏡 Airbnb’s real moat is demand

🏡 Airbnb’s real moat is demand

Jan 9, 2026

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Why OpenAI needs Pinterest

Why OpenAI needs Pinterest

Jan 5, 2026

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Business Predictions for 2026

Business Predictions for 2026

Jan 2, 2026

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2026 Annual Presentation: The Great Acceleration

2026 Annual Presentation: The Great Acceleration

Dec 27, 2025

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🧾 PayPal is moving from 'Button' to 'Platform'

🧾 PayPal is moving from 'Button' to 'Platform'

Dec 21, 2025

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🚜 Caterpillar’s quiet pivot to uptime

🚜 Caterpillar’s quiet pivot to uptime

Dec 20, 2025

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🌐 Alphabet’s AI replatforming and the end of blue links

🌐 Alphabet’s AI replatforming and the end of blue links

Dec 19, 2025

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[Presentation] The Compressed Decade (2025)

[Presentation] The Compressed Decade (2025)

Dec 16, 2025

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