The hottest Competition Substack posts right now

And their main takeaways
Category
Top Business Topics

Fear and Consolidation in the Oil Patch

BIG by Matt Stoller • 20856 implied HN points • 14 Feb 24
💼 Business Oil industry Mergers Finance Economy Competition
  1. The oil and gas industry is going through a significant wave of consolidation, with mega-mergers happening between major companies.
  2. The mergers and acquisitions in the industry are driven by challenges in increasing production, high finance strategies, and the desire to showcase access to reserves to investors.
  3. The consolidation will likely lead to squeezed suppliers, reduced innovation, and a shift of industry power from domestic firms to global entities.

A Cycle of Misery: The Business of Building Commercial Aircraft

Construction Physics • 27768 implied HN points • 31 Jan 24
💼 Business Aviation Manufacturing Industry Competition Economics
  1. Developing a new commercial aircraft is incredibly expensive, with development costs exceeding billions and posing significant financial risks to companies.
  2. Aircraft manufacturers face challenges in predicting market demand and trends, with incorrect guesses leading to financial losses and potentially fatal setbacks.
  3. Given the high costs and risks involved in developing new aircraft, manufacturers often opt to revise existing models to mitigate costs, keep pilot training minimal, and maximize efficiency.

Astera Labs IPO - The Next Connectivity Superhero or Steamrolled By Competition?

SemiAnalysis • 5354 implied HN points • 17 Mar 24
💼 Business Technology Finance Competition Market Analysis Forecasting
  1. Astera Labs is a key player in the AI infrastructure market, supplying connectivity chips to hyperscalers, AI accelerator vendors, and system OEMs.
  2. Connectivity in the datacenter market is highly competitive, but Astera Labs has the opportunity to become a connectivity 'Superhero' by maintaining market share and expanding product lines.
  3. Astera Labs focuses on solving connectivity bottlenecks in high-speed interfaces by offering retimers to improve signal integrity, particularly targeting PCIe 4.0 and 5.0 specs.

Status Games

Rob Henderson's Newsletter • 1628 implied HN points • 15 Mar 24
🎭️ Culture Social Dynamics Competition
  1. The post discusses status games, which are competitive arenas where individuals strive for social recognition.
  2. Status games encompass elements like cloak and dagger, dominance, and success in the pursuit of social esteem.
  3. The content is available for paid subscribers, emphasizing the value of exploring and understanding competitive social dynamics.
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Happy 1st Birthday, GPT-4

Marcus on AI • 1380 implied HN points • 16 Mar 24
🕹 Technology AI Ethics Applications Progress Competition
  1. There seems to be a possible plateau in GPT-4's capability, with no one decisively beating it yet.
  2. Despite challenges, there has been progress in discovering applications and putting GPT-4 type models into practice.
  3. Companies are finding putting Large Language Models into real-world use challenging, with many initial expectations proving unrealistic.

Irish Dance: Inconveniently, Boys Are Stronger Than Girls

Parents with Inconvenient Truths about Trans (PITT) • 2220 implied HN points • 07 Feb 24
🎾 Sports Gender Competition Athletics Inclusion Strength
  1. In Irish Dance competitions, boys have demonstrated superior strength compared to girls.
  2. The governing body allowed a boy to compete in the Girls U14 category based on gender identity.
  3. There is a call for an 'open' category in Irish Dance competitions to ensure fairness for all competitors.

The 22-Year-Old Who Unlocked the Secrets of Ancient Rome

Common Sense with Bari Weiss • 1252 implied HN points • 16 Feb 24
🕹 Technology AI Competition Innovation
  1. The Vesuvius Challenge offered a $1 million prize for decoding ancient scrolls, sparking interest in AI deciphering
  2. Luke Farritor won a prize for using AI to read an Epicurean work of criticism on a scroll from the Villa dei Papyri
  3. Deciphering ancient scrolls has the potential to reshape our understanding of the ancient world and rewrite assumptions about history

The robotics company working with OpenAI to eat every warehouse worker's lunch

All-Source Intelligence Fusion • 642 implied HN points • 05 Mar 24
🕹 Technology Robotics Artificial Intelligence Automation Investment Competition
  1. Brett Adcock's humanoid robot company aims to replace human workers in warehouses with subscription-based robots that can work 20 hours a day, 7 days a week.
  2. Figure AI collaborates with OpenAI to combine robotics and AI, aiming to create 'embodied AI' by leveraging OpenAI's strengths in language models and Figure's expertise in robotics.
  3. Adcock positions Figure AI to compete with Elon Musk's humanoid robotics effort 'Optimus' and dismisses other competitors due to limitations in hardware or software capabilities.

The dream of deregulation - the grid part III

Construction Physics • 9812 implied HN points • 17 Jun 23
💼 Business Energy Regulation Competition Market Policy
  1. Electric power in the US was historically monopolized by utility companies, but cracks in the system started to appear in the 1960s and 1970s.
  2. The Public Utility Regulatory Policies Act of 1978 revolutionized the energy industry by creating a new class of independent power producers called Qualifying Facilities, leading to an increase in non-utility electricity generation.
  3. Deregulation of the electric power industry began in the 1990s and 2000s, with the unbundling of generation and transmission services, creation of new power suppliers like Exempt Wholesale Generators, and the establishment of Independent System Operators and Regional Transmission Organizations to introduce competition.

Gemini 1.0

thezvi • 1160 implied HN points • 07 Dec 23
🕹 Technology AI Benchmarks Ethics Competition
  1. Gemini 1.0 comes in three sizes: Ultra, Pro, and Nano for different tasks.
  2. Gemini Ultra achieves high accuracy and surpasses GPT-4 in many benchmarks.
  3. Gemini Pro is a substantial upgrade, but the full potential of Gemini is yet to be seen with Bard Advanced.

The Dawn of Woke AI

Maximum Truth • 189 implied HN points • 24 Feb 24
🕹 Technology AI Bias Ethics Competition Social media Artificial Intelligence
  1. Google's Gemini Advanced AI displayed bias by predominantly erasing European features in its generated images.
  2. The head of Google's AI team, Jack Krawczyk, has displayed strong political views, influencing the direction of the AI's bias.
  3. Competition in the AI industry offers hope for less biased alternatives to heavily politicized AI models like Google's Gemini Advanced.

Why Claude 3 is a big upgrade

Artificial Ignorance • 130 implied HN points • 06 Mar 24
🕹 Technology Artificial Intelligence Models AI safety Competition Benchmarking
  1. Claude 3 introduces three new model sizes; Opus, Sonnet, and Haiku, with enhanced capabilities and multi-modal features.
  2. Claude 3 boasts impressive benchmarks with strengths like vision capabilities, multi-lingual support, and operational speed improvements.
  3. Safety and helpfulness were major focus areas for Claude 3, addressing concerns like reducing refusals while balancing between answering most harmless requests and refusing genuinely harmful prompts.

The Age of Incumbents

Investing 101 • 133 implied HN points • 02 Mar 24
🕹 Technology Data AI Market Competition Software
  1. Technology as an asset class is relatively new in the stock market, with tech companies now dominating market capitalization.
  2. The age of dynamic dinosaurs is here, with established tech companies evolving and becoming more challenging to displace.
  3. Big markets attract big attention, but distribution is key for success in tech, as seen with companies like Microsoft leveraging built-in distribution for products like Teams.

The Lions executed their plan

Purple Insider • 294 implied HN points • 22 Jan 24
🎾 Sports Football Team Strategy Player development Competition Team Building
  1. The Detroit Lions successfully executed a rebuilding plan, defying low expectations and rebuilding from scratch.
  2. By stocking up on draft picks and developing young talent, the Lions transformed into a competitive team in a short time.
  3. The success of the Lions serves as a contrast to other teams like the Minnesota Vikings, highlighting the importance of strategic roster building and decision-making.

SVB's Demise: The Hidden Cost of Overcharging in the Competitive Banking Landscape

Five Links (and three graphs) by Auren Hoffman • 1638 implied HN points • 17 Aug 23
💼 Business Banking Competition Monopoly
  1. Silicon Valley Bank collapsed due to overcharging customers, not a classic bank run scenario.
  2. SVB's business model relied on overcharging depositors, which led to customers seeking better deals elsewhere.
  3. In competitive industries like banking, overcharging customers is a risky game that can lead to loss of business and eventual downfall.

How Japan Won the Lithography Industry

The Asianometry Newsletter • 2368 implied HN points • 24 May 23
🕹 Technology Industry Semiconductors Manufacturing Innovation Competition
  1. In the late 1980s, Japanese firms dominated the lithography market, overtaking American suppliers.
  2. The US led the early semiconductor industry, influencing chip development and government interest.
  3. Japan's VLSI project in the 1970s propelled their indigenous semiconductor industry through collaborative research and development.

BREAKING: Frontier adds flights to 7 cities from CLT

The Charlotte Ledger • 196 implied HN points • 23 Jan 24
💼 Business Transportation Air Travel Competition
  1. Frontier Airlines is adding flights to 7 new cities from Charlotte, becoming the No. 2 airline in terms of destinations served.
  2. Fares on new routes will start as low as $19, focusing on underserved and overpriced routes from CLT.
  3. Frontier's expansion in Charlotte could potentially help lower airfares in a historically high-priced market.

Adyen N.V. Investment Thesis

The Wolf of Harcourt Street • 805 implied HN points • 14 Sep 23
💰 Finance Investment Payment processing Competition Market Dynamics Valuation
  1. Adyen's success is attributed to its ability to simplify complex payment processing challenges for businesses, nurturing customer relationships and offering tailored solutions.
  2. Adyen competes in a crowded payment processing landscape, facing challenges such as intense competition, commoditization of payments, and the need to differentiate through value-added services.
  3. Adyen is well-positioned to capitalize on the growing digital payment market and expand its reach by supporting emerging technologies and offering versatile payment solutions.

The Rise of Closed AI Systems: A Shift in the AI Paradigm

Rod’s Blog • 99 implied HN points • 15 Feb 24
🕹 Technology AI Open Source Innovation Competition
  1. Open AI systems have been widely used in the past, promoting collaboration and sharing of AI technologies, but the trend is shifting towards closed AI systems that offer advantages like protecting intellectual property and user privacy.
  2. Closed AI systems, developed by private companies, are not accessible to the public or other researchers, leading to questions about transparency, accountability, and competition in the AI market.
  3. The emergence of closed AI systems presents a mix of benefits and challenges, such as fostering innovation and efficiency while potentially hindering collaboration and knowledge sharing in the AI community.

We Compete With Bodies, Not Identities

ajkay • 1022 implied HN points • 02 Aug 23
🎾 Sports Athletics Gender Competition Inclusion Rules
  1. Athletes compete with their bodies' physical limitations, which is a universal constraint in sports.
  2. Competitive sports rely on observable, measurable, and validated parameters for eligibility, like age, sex, and skill level.
  3. Maintaining eligibility requirements in sports is not about exclusion but about upholding the essential principles of physical competition.

Ryder Cup Saturday: Tensions Flare As Europe Maintains Big Lead

The Quadrilateral • 648 implied HN points • 01 Oct 23
🎾 Sports Golf Competition Drama Teams Tensions
  1. The Ryder Cup showcases passion, skill, and sportsmanship in a tense competition.
  2. Players' true characters are revealed under pressure, exposing both excellence and questionable behavior.
  3. Saturday's events at the Ryder Cup highlighted intense competition, contentious moments, and the need for a significant comeback from Team USA.

Weekend Thoughts: Coinbase $COIN

Yet Another Value Blog • 1159 implied HN points • 19 Jun 23
💰 Finance Cryptocurrency SEC Regulation Competition Investing
  1. Coinbase is facing serious challenges posed by an SEC suit that could potentially put the company out of business.
  2. The primary defense of Coinbase against the SEC is the hope that Congress will change laws to save them, but this could lead to increased competition and challenges for the company.
  3. Even if Congress were to change laws to make crypto trading legal, it could have negative consequences for Coinbase's business by opening the door to strong competition and impacting its unique revenue streams.