MBI Deep Dives

Programming Note: MBI Deep Dives will be off tomorrow, but I will be back on Friday. --- Yesterday Imentioned that I would publish my work on OpenAI today. Let me be clear that I have no idea what OpenAI will earn in 2030. But I wanted to get a good

A couple of months ago, I wrote about Terence Tao’s proclamation that mathematics is evolving from an “era of proof scarcity to an era of proof abundance”. The more I use the frontier models, the more I realize this may be the eventual fate for most

While covering FICO’s FY 3Q’26 earnings, I wrote: “…there is no doubt that Pulte’s FHFA is overtly hostile to FICO and perhaps investors are concerned that Pulte may have more tricks in his bag to truly hurt FICO’s compounding machine

I won’t be publishing anything new today, but I wanted to share a short update on the Deep Dives I’ve been working on. Last month, I started working on Micron to understand the memory complex a bit better. After a couple of weeks, I concluded that

Programming Note: As a reminder, every Sunday, I write pieces that are predominantly based on personal experiences which may or may not be loosely connected with investing. If you are reading MBI Deep Dives everyday, I think it would be rather useful for my readers to understand my personal lens