MBI Deep Dives
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| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 592 | Founded | 3 years ago | Last Issue | 2 days ago |
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mbideepdives.substack.comLatest Issues
Automation's Asymptote: Part 2
Yesterday's piece ended on a question I could not quite resolve: it can be simultaneously true that humans remain in the loop and that the economics of being in the loop deteriorate. Shipper's frame-and-framer argument gave me a philosophic...
Automation's Asymptote
Anthropic launched “Claude Fable 5” yesterday which is the much anticipated “Mythos-class” model. Anthropic was already leading in most benchmark with its Opus 4.8 model, but Fable 5 created a bit more distance from its competitors. Anthrop...
FICO: The Contestable Monopoly?
Part 3 of FICO Series
This is part-3 of my FICO series. In Part 1, I traced the company’s history through the 2018-2025 pricing-power era and pushed back on the popular narrative that FICO’s monopoly was simply gifted to it by the 1995 GSE...
Veeva 1Q'26: Strong Present, Patient Future
Programming Note: Some of you may have missed my announcement in my last post that I would be taking a couple of weeks break and reached out to see if everything is okay.
Programming Note: Some of you may have missed my announcement in my...
Airbnb's Soul Search Beyond Homes
Programming Note: I am going to take a Summer Break for a couple of weeks.
Programming Note: I am going to take a Summer Break for a couple of weeks. I am actually traveling to Bangladesh to spend some time with family after three and half...
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