Deep research into the bottlenecks of the AI world.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 319 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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Deep Dive: Shopify ($SHOP)
Agentic Value Unlock
A Stranger Things hoodie from Netflix. A Barbie or a Hot Wheels set from Mattel. A box-logo tee from Supreme. A bodysuit from SKIMS. Every one of these stores runs on Shopify.
MS Portfolio Update | Oct 2026
Month of Macro
September was all about macro. Oil touched $100 again, the Fed raised rates for the first time since 2023, and the yen carry trade once again raised concerns about a broader market sell-off.
Deep Dive: ServiceNow Inc ($NOW)
Can AI adoption outpace seat erosion?
Most software companies are built to solve problems for business heads and CXOs. That makes them systems of record, i.e., a single source of truth for one function or a dashboard for the people running...
Notes on Muse
Never bet against Zuck
The funniest things happen in the AI world. While OpenAI and Anthropic were busy fear-mongering about AI destroying humanity, Meta just dropped Muse, an always-on personal AI assistant for everyday tasks.
The next great AI trade is everything that isn’t AI
Grab a cup of coffee for this one. It’s one of our most in-depth reports (and it’s free!).
Successful investing comes down to finding a trend early and knowing when the thesis has become consensus. It’s the second part that trips up so man...
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Deep research into the bottlenecks of the AI world.
All great companies stumble | Deep research on beaten-down stocks
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