“Datadog is the observability king with AI tailwinds, Dynatrace is the JV player”
“TSMC makes every important chip on earth, Intel's foundry is a money pit”
“Gemini AI across Search + Cloud + Android vs Meta's metaverse money pit”
“SoFi is eating the big banks' lunch with millennials who hate going to a branch”
“Visa's network effects are slightly stronger and they're winning the debit card war”
“Microsoft's OpenAI bet is paying off massively, Apple's AI strategy is playing catch-up”