The Spotify Trade-Off
Where can Spotify’s growth come from?
No Cap to CapEx
What are the risks and opportunities for Big Tech in AI infrastructure development?
Alphabet: Is the Search Over?
Can Alphabet compete in the world of generative AI?
Web of Silicon
How is an increasing demand for high performance computing affecting key players in the semiconductor industry?
Going Nuclear
Rising demand for clean and stable energy—can nuclear deliver?
The Legacy of Disney
How has Disney’s library of IP fuelled different segments of its business.
Amazon – Navigating the Tariff Jungle
The broadest possible selection at the lowest possible price.
In the Amazon-e
What trait has led Amazon to build one of the most successful businesses in the internet’s history.
Net Flicks on Flicks on Flicks
What has given Netflix the edge over their competition?
Big Tech, Big Spend, Big Question
What are the concerns about Big Tech spending so much?