Quick Takes
Sep 9, 2025
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6 min read
Plus: PepsiCo faces an activist shake-up, InDrive bets on the super-app playbook, and Mistral AI levels up. Let’s fly
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Plus: OpenAI builds its own chips, MrBeast launches a phone company, and the Kelce brothers turn beer into gold
Deep Dive
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Product-Led Growth, Network Effects and the Road to a Blockbuster IPO
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Plus: Nvidia’s concentration risk, Tesla’s slide, Costco’s new hours, and Apple’s Sep 9 tease
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Plus: Meta freezes hiring and Wall Street just freaked out over AI’s ROI problem.
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The $4.3 Trillion Playbook: How Aggregators Scale Without Assets
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Plus: Meta’s $800 glasses, ChatGPT’s $2B haul, and brain chips that read your mind.
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Plus: Musk’s latest feud drags in Apple, AI hype may be peaking, and Silicon Valley wants designer babies
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From Curiosity to Competitive Edge: A Strategic Playbook for AI-Powered Search Innovation
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Plus: CEOs Are Shrinking the Office Army
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Plus: TikTok books your hotel, Tesla shuts down a billion-dollar dream, and AT&T kills loyalty (officially)
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From Waste to Wealth: A Strategic Playbook for Circular Innovation