Sitemap - 2025 - Decoding Discontinuity
Chime IPO: The Neobank Economics Test
Agentic Era Part 4: The Exponential Economics of Agentic Applications
Publication Format & Subscription Tiers
Agentic Era Part 3: How MCP and A2A Form the Invisible Operating System of the Autonomous AI Future
o3,Gemini 2.5 and Beyond: Building Moats Amid AGI Uncertainty
AI Single Point of Failure: Assessing Whether GenAI Is The Achilles' Heel Of A Business
OpenAI's 1 Billion Users: Looking Beyond The Psychological Trap of Round Numbers
The Great Productivity Gamble: Trillions Of AI Dollars vs Global Economic Headwinds
CoreWeave's IPO: Applying the Durable Growth Moat Framework to AI Infrastructure
When Images Meet Language: The Implications of the Architectural Revolution in Visual AI
Klarna IPO: At the Crossroads of Fintech, AI, and the Future of BNPL
From Models to Agents: How Manus Rewrites the AI Competition
Navigating Neocloud Discontinuity: CoreWeave S-1 Teardown
Durable Growth Moats: The New Shield for Disruptive Tech
The Great AI Discontinuity: When Exponential Growth Becomes Visible
The AI Infrastructure Boom Faces the Jevons Fallacy
DeepSeek: GenAI’s Punctuated Equilibrium?
The SaaS Renaissance Illusion: Why AI-Driven Growth May Mask Fundamental Business Model Threats
Tech Predictions for 2025: Scaling Innovation Beyond Generative AI