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The Fog of AV Economics
Thomas Reiner yesterday wrote a thoughtful piece about a key question about AV ridesharing: what should be the optimal size of AV fleet in a given area?
22 hrs ago
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Betting Big on Meta
I won’t burry the lede here.
Feb 2
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Programming Note
Unfortunately, I am under the weather and taking a sick day today.
Feb 1
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January 2026
Trillion Dollar Club
A couple of weeks ago, I recorded a podcast with my friend Liberty to discuss all the companies in “trillion dollar club”.
Jan 31
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Microsoft in the "Dance Floor"
If you need any reminder how challenging active investing is, it can be humbling to know that if you bought Microsoft the day ChatGPT was launched, you…
Jan 30
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Meta 4Q'25 Update
Admittedly, I was confused looking at the initial reaction of Meta’s earnings when the stock went down.
Jan 29
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Texas Instruments 4Q'25 Update
I owned Texas Instruments (TXN) for almost 18 months and then managed to sell what appears to be a local bottom in hindsight.
Jan 28
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A "Sneaky" Bull Case for Tesla's Operating Performance?
There is perhaps hardly any stock out there which bamboozle most value investors more than Tesla.
Jan 27
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6
Figma: The Design OS at the AI Crossroads
You can listen to the Deep Dive here
Jan 26
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MBI Deep Dives
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Figma
The Design OS at the AI Crossroads
Jan 26
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The Social Media Ban Wagon
A programming note: I hope to publish my Deep Dive on Figma tomorrow.
Jan 25
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Some charts that caught my attention
a16z recently published their “State of Markets” presentation.
Jan 24
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