MBI Deep Dives
Investment Research
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 678 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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mbideepdives.substack.comLatest Issues
A Portfolio Change
I know I promised an Uber Deep Dive this week, but I am pushing that to next Monday.
I know I promised an Uber Deep Dive this week, but I am pushing that to next Monday. In the meantime, I wanted to share some quick thoughts on a portfolio...
A Few Changes to My Publishing Schedule
I would like to make a few changes to my schedule. I am currently working on my Uber Deep Dive but, frankly speaking, I am further behind than I would like to be. As a result, I plan to spend next week solely on the Deep Dive, and I am hopi...
What Anthropic's 25 Gigawatts Can Earn in 2030
On Wednesday I showed what OpenAI has to believe to break even in 2030 and said I would run the same exercise for Anthropic.
On Wednesday I showed what OpenAI has to believe to break even in 2030 and said I would run the same exercise for...
Groceries, Aggregators, and Agents
Just over two and a half decades after Walmart was founded, the company entered the grocery industry in 1988 and then in just thirteen years after getting into this business, Walmart became the largest grocery player in the US.
Just over t...
What You Have to Believe for OpenAI to Break Even in 2030
Programming Note: MBI Deep Dives will be off tomorrow, but I will be back on Friday.
Programming Note: MBI Deep Dives will be off tomorrow, but I will be back on Friday.
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