Nuggets of Gold
What Are Central Bank Digital Currencies?
Central banks around the world are building digital currencies. What makes central bank digital currencies important, and what are some of the risks?
The Genius of Tesla Superchargers
Tesla superchargers are great EV chargers, but slow compared to gas pumps. So how did Tesla disrupt the gas station with an inferior product?
The Cost of Social Media
Facebook made over $139 from the average North American user in 2019, and the actual cost to each user is roughly 10-20x higher than that.
Scaling Amazon Subscriptions and Amazon Ads
Amazon's ad business is larger than YouTube. Amazon's subscription business is almost as large as Netflix. And that's not all.
Microsoft Teams Can't Stop Slack
Microsoft Teams: Slack killer? Markets seem to think so, but is that narrative an accurate reflection of reality?
Virgin Galactic And The Potential of Space Tourism
Virgin Galactic is a $3 billion company with no revenue. But could sending thousands of people up to space justify their lofty valuation?
AirPods: Accessory Or The Next Big Thing?
Apple's AirPods have become a global hit since their launch in late 2016. Are they just an iPhone accessory? Or the formation of a new app ecosystem?
Skin In The Game: Tesla vs. Ford and GM
Elon Musk runs Tesla with all his money and reputation on the line. Can the same be said for the CEOs of Ford and GM?
Tesla Vehicle Efficiency: The EV Gold Standard
Tesla's battery efficiency has been pushing the entire EV industry forward for over a decade.
The Potential of Tesla Services
Tesla's auto business is starting to resemble Apple's business. It's time investors recognize the high-margin services Tesla is rolling out.
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