What are scuttleslops? Copart Investor Call; July 6, 2026 Copart’s special call was essentially a “Jay Adair is back” message, with the incoming CEO trying to reset the investor narrative around growth, competition, and execution. Adair emphasized that his return is not temporary: “my intent is to lead the company for the next 10-plus years”. […]
What are scuttleslops? The Circuit: Apple’s Siri AI, Nebius Inflection, China Trip Takeaways; June 15, 2026 The most important Apple insight is that the speakers view Siri’s opportunity not as competing directly with Gemini or ChatGPT for broad web search, but as turning AI into a productized, system-level feature. Bajarin says Apple’s strength is “integration […]
MBI and I recorded an episode of Never Sell recently (Scuttleslops, OpenAI valuation, Ryan Specialty) (Spotify, YouTube) Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, CCC, and OTC Markets Zoetis is the former animal health division of Pfizer, with roots reaching back to the 1950s. In the years following its 2013 spin-off, it introduced a number […]
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 […]
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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: […]
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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 […]
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