Companies

Companies, taken apart down to the mechanism that drives them.

Deep dives into individual businesses: where they come from, how they really make money and what the numbers tell us.

4 analyses published

From virtual reality with Oculus to the Pentagon's weapons of the future: the improbable story of Palmer Luckey and his company.

Thirty years of history, a multi-billion-dollar deal with Google and a grip on the AI data centre: an introduction to Marvell Technology.

Silicon Valley turned it down. The CIA's venture fund did not. How Palantir became half software company, half state infrastructure.

SanDisk (SNDK): the company that makes the memory artificial intelligence runs on.

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The desk, every week.

One long read, zero noise: business models taken apart piece by piece, and the stories that rewrote the rules of the markets.