Submissions from mbi-deepdives.com

		Big Tech's Deteriorating Earnings Quality (mbi-deepdives.com)
		6 points by wslh 84 days ago \| past
		The great decoupling of labor and capital (mbi-deepdives.com)
		85 points by walterbell 3 months ago \| past \| 64 comments
		What if there's an overinvestment in AI? (mbi-deepdives.com)
		3 points by akyuu 4 months ago \| past
		Reader Response to "AI Overinvestment" (mbi-deepdives.com)
		61 points by walterbell 4 months ago \| past \| 76 comments
		Meta 2Q'24 Update (mbi-deepdives.com)
		1 point by ot on Aug 1, 2024 \| past
		Meta's Moat (mbi-deepdives.com)
		2 points by jger15 on June 19, 2023 \| past
		Meta Needs a Decade of Efficiency (mbi-deepdives.com)
		2 points by aarf on March 1, 2023 \| past
		Etsy: A Handmade Giant in the Passion Economy (mbi-deepdives.com)
		3 points by yarapavan on Oct 12, 2020 \| past