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• Axel’s Substack

  My personal Substack

  8 posts · theirs

Lately

• How Microsoft Vaporized a Trillion Dollars, Pt. 6

  Axel’s Substack · 2026-04-02

• How Microsoft Vaporized a Trillion Dollars, Pt. 5

  Axel’s Substack · 2026-04-02

• How Microsoft Vaporized a Trillion Dollars, Pt. 4

  Axel’s Substack · 2026-04-01

• How Microsoft Vaporized a Trillion Dollars, Pt. 3

  Axel’s Substack · 2026-04-01

• How Microsoft Vaporized a Trillion Dollars, Pt. 2

  Axel’s Substack · 2026-03-30

• How Microsoft Vaporized a Trillion Dollars

  Axel’s Substack · 2026-03-29

• The AI Compute Race: Microsoft’s Miss and Oracle’s Opportunity

  Axel’s Substack · 2025-10-15

• The Messaging Gap

  Axel’s Substack · 2025-09-27

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