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scuttleblurb

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Latest Issues

update on Gartner

Gartner has long positioned itself as a purveyor of indispensable, objective research and advice for enterprises, first in IT-related matters and later in domains like HR, finance, sales, and legal.

Upcoming posts (in no particular order):...

3 days ago
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[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN

Google is reading Reddit and sending it less traffic; cybersecurity is entering a dangerous new era; AWS is on its way to $1 trillion; Micron is trying to differentiate its memory; Meta’s advantage in personal AI agents; Builders FirstSourc...

5 days ago
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[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI

AI could improve Google’s ad economics; AI agents need Amazon; more specialty insurance risks are becoming conventional; Kinsale’s competitors are getting reckless; Old Dominion is sitting on excess capacity and taking price; AI investment...

9 days ago
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[scuttleslops] SPCX, TXN, ROL, URI

SpaceX is coming for the telcos; turns out Texas Instruments was early, not wrong; Rollins’ customer acquisition is being upended by agents; United Rentals is running hot

Upcoming posts (in no particular order): Domino’s Pizza, Constellati...

12 days ago
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[ISRG – Intuitive Surgical] the robot is the easy part

Intuitive Surgical is an improbable success.

Upcoming posts (in no particular order): Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Fortive, and Veralto.

16 days ago
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1
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