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• Matan’s Blog

  I try to go to bed a little bit smarter than when I woke up. Tech, Finance, and other topics.

  20 posts · theirs

Lately

• Google: LLM Frontier Over AGI Dreams

  Matan’s Blog · 2026-08-06

• How To Achieve Failure: A New Mission For This Blog

  Matan’s Blog · 2026-07-30

• What Happened to Stitch Fix? Part 3: Freestyle Freefall

  Matan’s Blog · 2026-07-09

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

  Matan’s Blog · 2026-07-02

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

  Matan’s Blog · 2026-06-25

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

  Matan’s Blog · 2026-06-22

• Could Anthropic Commoditize the Cloud?

  Matan’s Blog · 2026-06-02

• Could Nadav Zafrir Accelerate Check Point's Growth?

  Matan’s Blog · 2026-05-19

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

  Matan’s Blog · 2026-05-11

• The Turnaround Trap: When the Moat Dries Up

  Matan’s Blog · 2026-05-07

• The Mainframe Paradox

  Matan’s Blog · 2026-04-30

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

  Matan’s Blog · 2026-04-25

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