Yanik
@yanik
Connecting the dots between data, capital, and the shifts that matter.
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9Articles
Articles
The AGI Industrial Dependency Chain: From Shale Fields to Superintelligence
Deep Dive$650B of annual capex, nine layers, one question — who actually wins?
Anthropic IPO 2026, OpenAI & xAI Valuations: The AI IPO Race
Deep DiveAnthropic, OpenAI, xAI — the IPO timelines, valuations and risks, side by side.
Anthropic IPO 2026: Timeline, Valuation & What Investors Should Watch
Deep DiveTriangulating a private AI valuation from public disclosures and secondary prints.
On Holding (NYSE: ONON): The 63% Gross Margin Footnote
Deep DiveA deep dive into the Zurich shoe brand — founders, culture, product, athletes, governance, and the FX line that runs under every number.
