“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”
“Visa's network effects are slightly stronger and they're winning the debit card war”
“SoFi is eating the big banks' lunch with millennials who hate going to a branch”
“Microsoft's OpenAI bet is paying off massively, Apple's AI strategy is playing catch-up”