By Name

App Store | Age of Agent

The App Store Won't Survive the Age of Agents

Mar 24 • FD

GOOGL | Ads TAM

With OpenAI moving into ads - and platforms like TikTok becoming more aggressive on monetization - I’ve been thinking about what this means for the…

Jan 21 • FD

AAPL | 2026 Setup

AAPL is the last name in the Mega 7 to truly “show its cards” on AI.

Jan 9 • FD

Prediction Markets | Impact

Reality check on prediction markets’ impact on sports betting

Dec 19, 2025 • FD

Search | The Moat of the Search Index

A year or two ago, I was a bit nervous about whether GPT could handle fresh search well, given it can’t tap Google.

Nov 27, 2025 • FD

LLM | Business Model & Unit Economics

I’ve been doing some deep thinking about the frontier-model business model.

Nov 25, 2025 • FD

Retail participation in U.S.

Nov 5, 2025 • FD

Kalshi Polymarket | Business Model

A prediction on the prediction markets: from oddity to mainstream

Sep 23, 2025 • FD

HOOD COIN | Deep Dive Business Quality

Dissecting Brokerage Models: The Alpha Behind $HOOD and $COIN

Jul 28, 2025 • FD

Digital Banks | 101

Not all neobanks are created equal.

Jun 4, 2025 • FD

Brokerage | A History of Disruption and Collapsing Trading Fees

Love this (O3-generated) chart—wild to see how dramatically trading fees have fallen:

May 17, 2025 • FD

Manus, Devin, and the Shape of Agents to Come

Hands-on with next-gen AI agents: what works, what’s missing, and the questions no one’s solved yet.

Feb 22, 2025 • FD

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