Matan’s Blog

Google: LLM Frontier Over AGI Dreams

Losing its top researchers looks like a crisis for Google. But it was probably a necessity, and it's bullish for Gemini.

Aug 6 • Matan Zinger

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July 2026

How To Achieve Failure: A New Mission For This Blog

As I look back at the posts I published around here, a clear theme emerges. One that aligns well with a classic Charlie Munger advice.

Jul 30 • Matan Zinger

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What Happened to Stitch Fix? Part 3: Freestyle Freefall

When the Freestyle bet failed, Stitch Fix retreated to the Fix business — only to find it had damaged its core business in its ambitious pursuit.

Jul 9 • Matan Zinger

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What Happened to Stitch Fix? Part 2: More Than A Bold Bet

Stitch Fix is getting a new CEO and a grand new ambition. In the process, it is also losing the discipline its founder instilled.

Jul 2 • Matan Zinger

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June 2026

What Happened to Stitch Fix? Part 1: From Profitable Niche to $100B Disruption Dreams

While the rise of Stitch Fix was well documented, its fall was largely ignored. Dismissed as another post-Covid e-commerce flameout. It's a shame…

Jun 25 • Matan Zinger

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How Inflation Saved Wealthfront, And Could The Windfall Turn Into A Durable Business?

While most fintech companies were hit hard by the end of ZIRP, rising interest rates turned out to be a boon for Wealthfront. Could it be built into a…

Jun 22 • Matan Zinger

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Could Anthropic Commoditize the Cloud?

Many interpreted reports on Microsoft dropping Claude Code as doubts about AI coding. But this is wrong. Agentic coding works too well, to the extent…

Jun 2 • Matan Zinger

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May 2026

Could Nadav Zafrir Accelerate Check Point's Growth?

When Check Point chose a startups guy to replace Gil Shwed, investors hoped for him to shake things up at the sleepy company and accelerate growth. This…

May 19 • Matan Zinger

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“Horrendous Investment By Your Chairman”: Fairfax's Bet On BlackBerry

Prem Watsa is often called "Canada's Warren Buffett." His investment in BlackBerry closely parallels actual-Buffett's mistake of investing in Berkshire…

May 11 • Matan Zinger

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The Turnaround Trap: When the Moat Dries Up

A decades-old lesson from Warren Buffett, that investors seem to keep ignoring.

May 7 • Matan Zinger

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April 2026

The Mainframe Paradox

The mainframe survived the web and the smartphone, and even grew because of them. What about AI?

Apr 30 • Matan Zinger

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Gemini For Mac Doesn't Seem Like A Big Deal, But It Could Be

Google rarely builds desktop apps, but finally relented and launched one for Gemini. A me-too product for now, but it could represent a much bigger…

Apr 25 • Matan Zinger

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