Sorin Anagnoste | Where is my MOAT?

This website uses cookies

Read our Privacy policy and Terms of use for more information.

Sorin Anagnoste

Sorin Anagnoste

Thinker & Professor

Intel has bought time. Has it built a moat?

Intel has bought time. Has it built a moat?

Sep 13, 2026

Apple’s next moat might be an interface between Intention and AI

Apple’s next moat might be an interface between Intention and AI

Sep 12, 2026

Meta’s Agent, Meta’s Business

Meta’s Agent, Meta’s Business

Sep 11, 2026

SpaceX got the money, not it has to deliver

SpaceX got the money, not it has to deliver

Sep 10, 2026

On US debt and some implications for the economy in general

On US debt and some implications for the economy in general

Sep 9, 2026

Why gasoline is likely to stay above $4 a gallon and around €2 a litre

Why gasoline is likely to stay above $4 a gallon and around €2 a litre

Sep 4, 2026

Netflix won streaming. Now it has to win attention.

Netflix won streaming. Now it has to win attention.

Sep 3, 2026

Macroeconomics (August 2026)

Macroeconomics (August 2026)

Sep 2, 2026

The Turbine Bottleneck and SpaceX’s Next Target

The Turbine Bottleneck and SpaceX’s Next Target

Sep 1, 2026

NVIDIA is building a second moat

NVIDIA is building a second moat

Aug 30, 2026

on Zuckerberg’s AI Manifesto: 5 implications (ranked)

on Zuckerberg’s AI Manifesto: 5 implications (ranked)

Aug 13, 2026

China is building its way around ASML

China is building its way around ASML

Aug 12, 2026

Palantir: From AI adoption to economic value

Palantir: From AI adoption to economic value

Aug 7, 2026

Alphabet’s $205 billion AI bet: CapEx or Moat?

Alphabet’s $205 billion AI bet: CapEx or Moat?

Aug 6, 2026

Meta’s AI ambition has an enterprise-sized identity crisis

Meta’s AI ambition has an enterprise-sized identity crisis

Aug 5, 2026

The efficiency payoff in Microsoft’s AI buildout

The efficiency payoff in Microsoft’s AI buildout

Aug 4, 2026

Texas Instruments sells certainty

Texas Instruments sells certainty

Aug 3, 2026

What's happening on the Bucharest Stock Exchange?

What's happening on the Bucharest Stock Exchange?

Aug 2, 2026

Why is the market starting to question the AI boom?

Why is the market starting to question the AI boom?

Jul 31, 2026

On the energy front (July 2026)

On the energy front (July 2026)

Jul 30, 2026

IPOs have underperformed the market since 2019

IPOs have underperformed the market since 2019

Jul 26, 2026

Tesla’s second act is consuming the first

Tesla’s second act is consuming the first

Jul 25, 2026

Why Is Netflix falling?

Why Is Netflix falling?

Jul 24, 2026

IBM’s mainframe moat meets AI

IBM’s mainframe moat meets AI

Jul 22, 2026

The real cost of tokens is your Alpha

The real cost of tokens is your Alpha

Jul 17, 2026