Sorin Anagnoste | Where is my MOAT?

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Sorin Anagnoste

Sorin Anagnoste

Thinker & Professor

Google’s AI Tax

Google’s AI Tax

Oct 30, 2026

Lessons from Oracle's 1 GW to SpaceX 10GW

Lessons from Oracle's 1 GW to SpaceX 10GW

Oct 29, 2026

Inside Anthropic’s numbers and a test for markets

Inside Anthropic’s numbers and a test for markets

Oct 27, 2026

AI Cycles, Dollar Power, and a Plan B

AI Cycles, Dollar Power, and a Plan B

Oct 24, 2026

Tesla and SpaceX: One man’s vision, everyone else’s capital

Tesla and SpaceX: One man’s vision, everyone else’s capital

Oct 23, 2026

Netflix’s Attention Deficit

Netflix’s Attention Deficit

Oct 22, 2026

Anthropic’s Growth, Enterprise Control, and the Compute Bill

Anthropic’s Growth, Enterprise Control, and the Compute Bill

Oct 21, 2026

The Ferrarification of Porsche

The Ferrarification of Porsche

Oct 17, 2026

Mom, we got flying cars! ❤️

Mom, we got flying cars! ❤️

Oct 16, 2026

Neutron- the strategy behind the setback

Neutron- the strategy behind the setback

Oct 15, 2026

Accenture’s prospects in the AI era

Accenture’s prospects in the AI era

Oct 13, 2026

Oura's postponed IPO; NVIDIA and Micron are doing super fine

Oura's postponed IPO; NVIDIA and Micron are doing super fine

Oct 9, 2026

Tesla and the Chinese EVs won

Tesla and the Chinese EVs won

Oct 8, 2026

High diesel prices mean new winners and loosers

High diesel prices mean new winners and loosers

Oct 7, 2026

AI and the Great Profit Migration

AI and the Great Profit Migration

Oct 3, 2026

Connecting the Dots: OpenAI’s Platform Ambition

Connecting the Dots: OpenAI’s Platform Ambition

Oct 2, 2026

Meta’s AI Bet: bullish on Muse, skeptical on Enterprise

Meta’s AI Bet: bullish on Muse, skeptical on Enterprise

Oct 1, 2026

Diesel shortages in the 🇪🇺EU: The Romanian Case

Diesel shortages in the 🇪🇺EU: The Romanian Case

Sep 30, 2026

Where is my operating cashflow?

Where is my operating cashflow?

Sep 29, 2026

Loro Piana’s moat is what it refuses to sell

Loro Piana’s moat is what it refuses to sell

Sep 27, 2026

SpaceX is NOT really a space company

SpaceX is NOT really a space company

Sep 26, 2026

Key info about the Bucharest Stock Exchange (BVB)

Key info about the Bucharest Stock Exchange (BVB)

Sep 25, 2026

Amazon’s Advertising Wall

Amazon’s Advertising Wall

Sep 23, 2026

Romania’s expensive credibility

Romania’s expensive credibility

Sep 20, 2026

Amazon rents ChatGPT

Amazon rents ChatGPT

Sep 19, 2026