FAANG Strategy
Apple's App Store Economics Under Pressure
The App Store is the highest-margin slice of Apple's Services engine, and it's exactly the slice the EU DMA, Epic, and the DOJ are prying open.
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FAANG Strategy
Strategic teardowns of Apple, Google, Meta, Amazon, Microsoft, and Nvidia — the moats, the margin engines, and the platform bets behind the trillion-dollar caps.
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Apple
FAANG Strategy
Google's AI Strategy Is a Distribution War
Google's AI strategy isn't a better model, it's distribution: Search, Chrome, Android, Cloud. Read the playbook through Alphabet's filings and capex.
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