Betting Big on Meta
read the full piece here: www.mbi-deepdives.com/meta2026/
02.02.2026 15:58
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Betting Big on Meta
read the full piece here: www.mbi-deepdives.com/meta2026/
Trillion Dollar Club
read the full piece here: www.mbi-deepdives.com/trillion-dol...
Microsoft in the "Dance Floor"
read the full piece here: www.mbi-deepdives.com/msft_dance/
$META 4Q'25 update...one of those calls that made me think "I don't own enough Meta"
read the full piece here: www.mbi-deepdives.com/meta4q25/
Figma: The Design OS at the AI Crossroads
read the full Deep Dive here: www.mbi-deepdives.com/fig/
The Social Media Ban Wagon
read the full piece here: www.mbi-deepdives.com/the-social-m...
Some charts that caught my attention
read the full piece here: www.mbi-deepdives.com/some-charts-...
The Bull Case for AI Content on UGC Platforms
read the full piece here: www.mbi-deepdives.com/bull_case_ai...
The Case for Giving Employees More Agency in Compensation
read the full piece here: www.mbi-deepdives.com/agency_sbc/
Incentives > Intelligence: The Real Barrier(s) to Agentic AI
$AMZN
read the full piece here: www.mbi-deepdives.com/incentives-i...
The Misunderstood Utility of Search Ads
read the full piece here: www.mbi-deepdives.com/search-ads/
TSMC's Green Signal
read the full piece here: www.mbi-deepdives.com/tsmcs-green-...
Airbnb: Inbound Headwinds, AI Moat Question, and a CTO Shakeup
read the full piece here: www.mbi-deepdives.com/abnb_cto_ai_...
"File Over App", Veeva at JPM Healthcare Conference
read the full piece here: www.mbi-deepdives.com/file-over-ap...
The Ecosystem Advantage: Part 2
read the full piece here: www.mbi-deepdives.com/the-ecosyste...
China's Rise in Innovation Ladder and Questions for ASML
read the full piece here: www.mbi-deepdives.com/chinas-rise-...
Software in Crosshairs: Part 2
read the full piece here: www.mbi-deepdives.com/software-in-...
"The Compute Theory of Everything"
read the full piece here: www.mbi-deepdives.com/the-compute-...
Climbing the Scaling Wall
read the full piece here: www.mbi-deepdives.com/climbing-the...
CoStar's Outlook
read the full piece here: www.mbi-deepdives.com/costars-outl...
Scaling Law Skepticism
read the full piece here: www.mbi-deepdives.com/scaling-law-...
Alphabet's Alpha Bet
read the full piece here: www.mbi-deepdives.com/alphabets-al...
The Battle for Attention
read the full piece here: www.mbi-deepdives.com/the-battle-f...
2025 Annual Letter
read the full letter here: www.mbi-deepdives.com/2025/
One year of parenting!
www.mbi-deepdives.com/one-year-of-...
The Ecosystem Advantage
read the full piece here: www.mbi-deepdives.com/the-ecosyste...
Veeva's Opportunity in Clinical Software
read the full piece here: www.mbi-deepdives.com/veeva-clinic...
Sam Altman's Explanation
read the full piece here: www.mbi-deepdives.com/sam-altmans-...
while I didn't write a Deep Dive this month, today's "daily dose" email turned out to be a mini-Deep Dive itself😅
Veeva Update: www.mbi-deepdives.com/veeva-update/
Digital Advertising's "Bitter Lesson" Moment
read the full piece here: www.mbi-deepdives.com/digital-adve...