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Constellation Software 4Q'25 Update
Amidst an unprecedented drawdown relative to its history, Constellation Software (CSU) had a rather reassuring quarter.
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Nvidia's burgeoning Moats, Pichai's Comp
Jensen Huang mentioned at Morgan Stanley (MS) TMT Conference last week that Nvidia just reported “the single best print in the history of humanity”.
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Notes from MS Conference: Meta, and Microsoft
Morgan Stanley (MS) had their annual TMT conference last week.
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AWS: Pre and Post-ChatGPT
Back in 2014, Jeff Bezos wrote to Amazon shareholders:
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Why AI Is Unlikely to Kill OTAs
Online Travel Agency (OTA) stocks such as Booking and Expedia both reacted very positively yesterday after The Information reported OpenAI’s retreat…
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Veeva FY4Q'26 Update
Veeva had a really fine quarter.
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Never Sell: MBI Interviews Asianometry
For this month’s “Never Sell” podcast, I had the privilege of speaking with Asianometry.
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Frontier AI Economics
When I say frontier AI model developers have somewhat “speculative” economics, I do not intend to mean it is destined to be bad even though…
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How Elephants May Die
Hendrik Bessembinder's research indicates that ~4% of companies account for virtually all the excess return over the one-month Treasury bill rate in the…
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Hardcoding Habits
In early 2025, Mark Zuckerberg mentioned that he estimates EU fined the US tech companies more than $30 Billion over the last decade or so.
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February 2026

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