STRATEGY & MANAGEMENT
‘Battlefield’ maker Electronic Arts to go private in record-setting $55 billion LBO (Reuters)
The Great Expansion: A New Era of Consumer Software (Olivia Moore)
The YouTube Tip of the Google Spear (Stratechery)
“While everyone immediately saw how AI could be disruptive to Search, AI is very much a sustaining innovation for YouTube: it increases the amount of compelling content in absolute terms, and it does so with better margins, at least in the long run…”
Replacing Humans with AI is Going Horribly Wrong (ColdFusion)
INDIA
15 years of Zerodha — The risk crystallises (Nithin Kamath)
India’s Aviation Industry (Breakdown)
The Tata Capital IPO explained (Finshots)
Strategic Musings
“We avoid doing simple things that work because they don’t make us look smart.
Smart people feel stupid doing simple things, so we invent complicated alternatives that accomplish less but feel more intellectually satisfying.
Meanwhile, the people who dominate their fields are doing embarrassingly basic things, but they do them better than everyone else.” - FS
Caught my eye…
