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Why Microsoft is Moving Into a Lower Margin Business?
Microsoft spent $2.5 billion to enter an analog, hard to scale business, SpaceX is entering a $740 billion cell market with no phone, and Europe is…
Jul 7
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Category Pirates 🏴☠️
6
1
1
36:55
State Farm just asked 19,000 agents to take up to a 40% pay cut. Progressive took its crown without a single one.
State Farm cut 19,000 agents to chase a rival with none, P&G is charging double to disrupt the aisle it already owns, and Singapore's housing fix added…
Jun 30
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Category Pirates 🏴☠️
14
3
1
39:00
BREAKING NEWS: We Told You AI Memory Category Was on Fire
How to read the business news through a Category Lens.
Jun 26
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Category Pirates 🏴☠️
16
1
3
A 25-year-old is now worth more than SpaceX's COO.
SpaceX paid $60 billion because acceleration beats consolidation, consumers will fix the grid with panels, batteries, and insulation, and KFC's glow-up…
Jun 23
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Category Pirates 🏴☠️
10
6
1
36:05
97% of consulting is monkey-see-monkey-do. Gartner just lost 74% proving it
Gartner lost $30 billion because AI is best at benchmarking, Consumers will spend on AI/Agency/Aesthetics, and the teen job crisis is a jailbreak.
Jun 16
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Category Pirates 🏴☠️
10
1
3
36:26
Who are the Category Kings of AI Going To Be? | The Pirate Street Journal
The Deep Dive Report: where the AI capital stampede is really headed, why most of America will own these giants without choosing to, and the proprietary…
Jun 10
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Category Pirates 🏴☠️
6
1
35:14
"Lowest Consumer Sentiment" Is Good News?
The Pirate Street Journal on the worst consumer sentiment ever recorded, the AI customer about to make every company more average, and why a whole…
Jun 3
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Category Pirates 🏴☠️
7
3
38:02
Category Queen vs. Category Queen: Is OpenAI About to Get Dethroned?
The Pirate Street Journal on the talent exodus, the $45 billion compute contract, and why the financial press is staring at the wrong throne.
May 27
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Category Pirates 🏴☠️
8
2
39:26
The Great Re-Rating: Is the SaaSpocalypse Real?
The Pirate Street Journal explains why is Micron up over $700B and Salesforce down roughly $135B in market cap in the past year.
May 22
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Category Pirates 🏴☠️
14
4
2
34:50
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