What are scuttleslops? The Jason & Scot Show: The Non-Agentic Episode; June 18, 2026 The biggest story in the episode is TikTok Shop. Jason calls it “the most important story in commerce in the U.S. this year,” noting that TikTok has roughly 100 million daily U.S. users spending an average of 54 minutes per day […]
The term “private credit” labors under the weight of negative connotations, yet remains poorly defined. A loan made by a BDC to a middle market widget manufacturer is considered private credit. That same loan made by Bank of America or JP Morgan is not. A loan made by a credit fund to a PE sponsor […]
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC I sensed some skepticism when scuttleslops was announced. But now that readers have had a chance to see the product, the feedback I’ve gotten has been uniformly positive, so I plan to continue this project for the foreseeable future. A […]
What are scuttleslops? [scuttleslops] AMZN, CME, IQV, WIX, SNOW, VEEV, GWRE Mobile Dev Memo Podcast — Adam Epstein on Amazon’s advertising advantages, June 4, 2026: Amazon’s identity-spine moat and the structural decline of The Trade Desk Adam Epstein (CEO of GG; ex-Perpetua) laid out why Amazon’s advertising business is becoming much more than retail media: […]
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC (maybe) In the mid-2000s, Verisk, faced with limited growth opportunities in an industry it had come to dominate, began placing bets beyond its core, confident that its experience building and managing datasets in one domain would carry over into […]
What are scuttleslops? The very first scuttleslop! Let me know what you think. Again, the text that follows is substantially AI-generated, but try not to be too negatively biased by that fact. You might imagine that I hired a junior analyst and tasked them with summarizing the most recent and relevant newsflow and management commentary […]
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Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis, and CCC (maybe) A few months ago, I got around to reading Barry Diller’s memoir, Who Knew. The guy’s career basically toured through every phase of modern media – talent agency, broadcast television, movie studio, fourth network (Fox), cable/home shopping – and […]
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Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in all paid subscriptions. Each scuttleslop will contain 5 AI-generated summaries of weekly events and developments pertaining to companies I’ve profiled. Compared to the posts that I author, scuttleslops, written by Claude, will be light on context and focused on newsflow […]
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