@yanik
Connecting the dots between data, capital, and the shifts that matter.

$650B of annual capex, nine layers, one question — who actually wins?

Anthropic, OpenAI, xAI — the IPO timelines, valuations and risks, side by side.

Triangulating a private AI valuation from public disclosures and secondary prints.

A deep dive into the Zurich shoe brand — founders, culture, product, athletes, governance, and the FX line that runs under every number.