Journal › Topic
Business models, competitive dynamics, and what separates companies that compound from those that don't.
5 entries
DeepSeek processed 8 trillion tokens in a single day and broke. The company that won the AI price war could not serve the demand it created. Now it...
Mark Walter bought the Los Angeles Lakers in June 2025 for $10 billion. On August 12, 2026, he sold them for $12.5 billion. Fourteen months, $2.5 b...
Google rolled out agentic checkout this month, letting AI agents monitor prices and buy products when they hit a target, and a Let Google Call feat...
On August 5, Jeff Dean and Sanjay Ghemawat left Google after twenty-seven years to co-found Discovery Loop, a public benefit corporation that autom...
Intercom renamed itself Fin after its AI agent, then Salesforce paid $3.6 billion. When a company renames itself after a feature, that feature is t...