MBI Deep Dives
Investment Research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 610 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
Read this Newsletter
mbideepdives.substack.comLatest Issues
"Never Sell" Episode: Scuttleslops, OpenAI Valuation, Ryan Specialty
Programming Note: As mentioned earlier, MBI Deep Dives will be off for the next week and I will resume the cadence of posting daily on Tuesday next week (July 07, 2026).
For the “Never Sell” podcast, Scuttleblurb and I published a n...
Recommended Read
Instead of writing my personal musings on this Sunday, I would actually suggest you read these two pieces that expanded my understanding of the world: “How funerals keep Africa poor”, and “Why kinship societies kill their old”
They are bo...
The Shape of Compute Curve
In a recent podcast, Lambda (one of the neoclouds) CTO Stephen Balaban expressed almost bit of a disdain for the critics who wondered whether the hyperscalers or neoclouds are “gaming” the GPU accounting by assuming higher useful lives of t...
The ASIC-GPU Standoff
My friend Liberty recently highlighted an interesting paper from Google that goes through the evolution of TPUs. The objection to domain-specific silicon which might sound quite persuasive is the one about obsolescence: a chip may take two...
Scale Without Sluggishness
A couple of months ago, WSJ reported that Mark Zuckerberg has been wondering whether Meta should start building a plethora of apps. From WSJ:
“So, like, Chris and I have been talking about ‘all right, well can we build 50 new apps?’ Lik...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for MBI Deep Dives.
| Subscribers | Engagement | 80 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
SEO Reach
Where MBI Deep Dives ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 407 | Monthly Search Traffic | Top Keywords |
|---|
Authors
The writers behind this newsletter.
Social
Frequently Asked Questions
How can I access the email archive for MBI Deep Dives?
You can find recent issues that have been published by MBI Deep Dives on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does MBI Deep Dives have?
To see how many people subscribe to MBI Deep Dives, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in MBI Deep Dives?
Newsletter advertising can be extremely effective when it's done right. Before you pitch MBI Deep Dives as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like MBI Deep Dives?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact MBI Deep Dives using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to MBI Deep Dives?
Scroll up to where it says Related Newsletters to see other publications like MBI Deep Dives. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact MBI Deep Dives?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.