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Business Intelligence 11 min read

$44B ARR in 4 Months. Opendoor’s Velocity Play. AI Monopolies.

Opendoor’s strategy to prioritize transaction velocity over static asset holdings signals a disruptive shift for B2B SaaS, real estate, and financial services. This week, we examine how AI is forcing operators to optimize for speed of capital...

Avi Savar · May 12
Episode Guide 6 min read

Episode Guide: $44B ARR in 4 Months. Opendoor’s Velocity Play. AI Monopolies.

Opendoor's 'not holding assets for profit' strategy, driven by AI, reveals a new market-making playbook for PE and VC firms. Learn how velocity-driven models impact SaaS, real estate, and capital rotation.

Avi Savar · May 11
AI & Technology 13 min read

The 6-week double: Anthropic’s growth and the GPT-5 physics proofs.

Anthropic's revenue reportedly doubles every six weeks, while Google shutters Projects due to high compute costs. This split signal highlights the new battleground for AI value.

Avi Savar · May 11
Episode Guide 8 min read

Episode Guide: The 6-week double: Anthropic’s growth and the GPT-5 physics proofs.

Anthropic's revenue explosion contrasts with Google's compute-shuttering projects, signaling a critical shift in the AI infrastructure race and where true value is created.

Avi Savar · May 10
Critical Thinkers 12 min read

Sharing is Currency: Harvard's Trust Math and FFmpeg's 90% Hold

The fear of oversharing sabotages relationships and careers. A Harvard Business School professor reveals why radical transparency wins.

Avi Savar · May 8
Episode Guide 10 min read

Episode Guide: Sharing is Currency: Harvard's Trust Math and FFmpeg's 90% Hold

Harvard Business School research reveals undersharing, not oversharing, erodes trust and hinders career advancement. Discover the strategic power of vulnerability.

Avi Savar · May 7
Business Intelligence 12 min read

AI CapEx Is 'Sucking the Juice' From Earnings. Investors Agree.

The AI gold rush shifts from model size to real-world deployment, revealing capital-intensive AI infrastructure is causing massive profit compression and investor skepticism, while new models emerge.

Avi Savar · May 7
Episode Guide 9 min read

Episode Guide: AI CapEx Is 'Sucking the Juice' From Earnings. Investors Agree.

Capital-intensive AI infrastructure is 'sucking the juice' from earnings, leading to profit compression and investor skepticism, challenging the 'bigger is better' narrative.

Avi Savar · May 6
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