@The_Analyst_Lab

Pushing the limits of Microsoft Excel.

 Not Financial Advice
Joined January 2023
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1.2KMedia

Aggregator Wars.

For twenty years the most profitable businesses on the internet were built on a single asset, a direct relationship with hundreds of millions of consumers, and AI agents go straight for that asset. An…

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When SaaS Stopped Walking on Water

The software debate is a bit opinionated, but it’s easy to forget just how elevated these companies were only a short while ago. SaaS wasn’t just another sector - it was THE sector. These were the…

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The Precision Stack: How BESI Forged a Monopoly on Precision Advanced Packaging for Hybrid Bonding

While the software of the generative AI revolution captures headlines, its progress is fundamentally constrained by a physical reality: a hardware bottleneck in how chips are built and connected. The …

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El fin del Estado del Bienestar: una dinámica insostenible

Cuando uno observa con cierta perspectiva los datos fiscales, demográficos y presupuestarios de España, o mejor aún, si uno lee lo que @Jongonzlz publica, resulta difícil evitar una conclusión in…

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