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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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🤓 Where Is My Moat? --> Masterplan (and what changes next)

🤓 Where Is My Moat? --> Masterplan (and what changes next)

Dec 15, 2025

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📺 The sovereign of streaming: Netflix’s vertical integration and the Warner Bros endgame

📺 The sovereign of streaming: Netflix’s vertical integration and the Warner Bros endgame

Dec 14, 2025

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🛒 MercadoLibre as Infrastructure

🛒 MercadoLibre as Infrastructure

Dec 13, 2025

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🕶️ Meta is doubling down on AI to defend a 3.5 Billion-user moat

🕶️ Meta is doubling down on AI to defend a 3.5 Billion-user moat

Dec 12, 2025

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👾 Roblox’s hypergrowth problem

👾 Roblox’s hypergrowth problem

Dec 7, 2025

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🚗 Tesla’s two equilibria

🚗 Tesla’s two equilibria

Dec 6, 2025

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 💳 Visa vs. the World

💳 Visa vs. the World

Dec 5, 2025

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🚗🛒 Uber’s Hybrid Future

🚗🛒 Uber’s Hybrid Future

Nov 30, 2025

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📈 Interactive Brokers and the Industrial logic of finance

📈 Interactive Brokers and the Industrial logic of finance

Nov 29, 2025

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Microsoft’s AI Factory

Microsoft’s AI Factory

Nov 28, 2025

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💿 The NVIDIA Tax on the AI Future

💿 The NVIDIA Tax on the AI Future

Nov 23, 2025

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🍔 McDonald’s, Value, and the Grind

🍔 McDonald’s, Value, and the Grind

Nov 22, 2025

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🚀 Rocket Lab: Space without the drama

🚀 Rocket Lab: Space without the drama

Nov 21, 2025

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Spotify's Platform Inflection Point

Spotify's Platform Inflection Point

Nov 16, 2025

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Optionality at scale: Amazon’s real AI moat

Optionality at scale: Amazon’s real AI moat

Nov 15, 2025

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