What are scuttlebits? Nowhere is the insurance industry’s notorious resistance to change more evident than in how they fiercely it clings to antiquated IT architectures. Carriers adopted mainframes in the ‘80s, built policy and claims engines on top, then lagged years behind just about every other commercial enterprise in embracing client-server computing, then cloud computing. […]
What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will win in the longer run” (Harsh Sinha, Wise CTO; Wise Analyst Day, 4/3/25) it’s inevitable that the lowest price operator will win the scale needed to become the infrastructure to operate the trillions of cross-border money (Kristo Kaarmann, Wise Co-Founder […]
In simple terms what Gartner does is it furnishes research reports that executives use to inform consequential procurement and strategy decisions. Where Gartner wields the most influence is in IT (literally, the company’s ticker symbol!), where its insights might be used by CIOs to, say, design a cybersecurity framework, validate vendor choices, and benchmark deal […]
What are scuttlebits? Nobody talks about Charles Schwab anymore, but just two and a half short years ago everyone had an opinion…and if you roamed the Twitter hellscape back then what you found was that the most amplified takes converged on one conclusion: Schwab was teetering on the brink of collapse. To recap: the most […]
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book I’d recommend to anyone interested in getting up to speed on ASML. Among the many interesting anecdotes cited in this terrific book, the one that stood out most to me pertained not to its mind-boggling technology but its approach to […]
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic Bubble?) (Spotify, Apple, YouTube, RSS feed) AI-generated podcast conversation: Spotify, Apple, direct link AI-generated summary: This report traces the rise, challenges, and current state of Align Technology in the clear aligner market. It shows how Invisalign transformed from a mocked niche product into the category leader […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.
Hi Everyone, After eight years of writing this blog, I’ve come to realize that habitual readership, essential to limiting churn, is difficult to foster with deep dives published every three weeks. The truth of the matter is that subscribers equate publishing frequency with value and, in their all too busy lives, also find it difficult […]
(no, but that doesn’t mean it can’t be a good stock) AI-generated podcast conversation: Spotify, Apple AI-generated summary: Global Payments’ $24bn acquisition of Worldpay is the latest installment in the long-running saga of merchant acquirers trying to scale their way out of obsolescence. Less than a year after publicly swearing off M&A, Global is now pursuing a […]
To access this post, you must purchase Annual subscription, Quarterly subscription or Monthly subscription.