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Oliver Buchannon
Sorin Anagnoste

Thinker & Professor

[Essay] Lesson from Koenigsegg: Why the middle is the most dangerous place to be in business

[Essay] Lesson from Koenigsegg: Why the middle is the most dangerous place to be in business

Mar 18, 2026

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🔴 Adobe needs a new chapter

🔴 Adobe needs a new chapter

Mar 15, 2026

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Mastercard gets more Mastercard

Mastercard gets more Mastercard

Mar 14, 2026

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[Essay] Workflow ownership is the next 'Platform War'

[Essay] Workflow ownership is the next 'Platform War'

Mar 13, 2026

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[Analysis] on the Middle East and some implications

[Analysis] on the Middle East and some implications

Mar 12, 2026

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Salesforce’s agent control plane

Salesforce’s agent control plane

Mar 8, 2026

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Palantir and Commodity Cognition

Palantir and Commodity Cognition

Mar 7, 2026

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Apple’s supply chain threat vs. Berkshire’s cash moat

Apple’s supply chain threat vs. Berkshire’s cash moat

Mar 6, 2026

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Nvidia’s token trade; Novo Nordisk’s poor valuation; Broadcom’s AI Infrastructure Flywheel

Nvidia’s token trade; Novo Nordisk’s poor valuation; Broadcom’s AI Infrastructure Flywheel

Mar 5, 2026

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[Essay] Enterprise AI agents move into core workflows

[Essay] Enterprise AI agents move into core workflows

Mar 4, 2026

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🛍️ Shopify - from store builder to commerce protocol

🛍️ Shopify - from store builder to commerce protocol

Mar 1, 2026

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🎶 Spotify’s AI Scaling Law

🎶 Spotify’s AI Scaling Law

Feb 28, 2026

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Memory chips: the invisible infrastructure behind the AI economy

Memory chips: the invisible infrastructure behind the AI economy

Feb 27, 2026

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🩼 Pfizer after COVID: back to real pharma

🩼 Pfizer after COVID: back to real pharma

Feb 22, 2026

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💊 Eli Lilly’s real moat is not a molecule

💊 Eli Lilly’s real moat is not a molecule

Feb 21, 2026

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💵 Macroeconomics (February, 2026)

💵 Macroeconomics (February, 2026)

Feb 20, 2026

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on Amazon and Microsoft: CapEx Is the mew Moat

on Amazon and Microsoft: CapEx Is the mew Moat

Feb 19, 2026

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🔱 Bitcoin’s worst winter is the narrative

🔱 Bitcoin’s worst winter is the narrative

Feb 18, 2026

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Arm becomes Infrastructure

Arm becomes Infrastructure

Feb 15, 2026

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Oracle’s AI Backlog Problem

Oracle’s AI Backlog Problem

Feb 14, 2026

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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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