The library
12 independent case studies · filter by sector or region.
Alibaba Group
Independent, source-cited case study of Alibaba's commerce, AI and cloud bet.
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Alphabet Inc. (Google)
Independent, neutral, fully-cited case study of Alphabet/Google.
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Amazon.com, Inc.
The profit engine behind the retailer, AWS, advertising, and the AI capex bet.
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Anthropic
AI safety lab behind Claude, now one of the fastest-scaling AI companies
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Costco Wholesale Corporation
Membership-only warehouse retailer with a fee-driven moat and thin-margin model.
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Meta Platforms, Inc.
An ad business funding a large bet on AI and hardware.
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Moonshot AI (Kimi / 月之暗面)
Maker of the Kimi assistant and open-weight K2 models, one of China's AI 'tigers'.
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Notion Labs, Inc.
How Notion repositioned from all-in-one workspace to AI company, 2020–2026.
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PDD Holdings
Parent of Pinduoduo and cross-border discount app Temu.
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Rogo
Agentic AI for investment banks, PE and hedge funds — a $2B vertical-AI bet on Wall Street's grunt work.
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Tencent Holdings
Independent, fully-cited case study of Tencent: WeChat moat, games, fintech, AI.
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Unitree Robotics (宇树科技)
China's volume leader in low-cost quadruped and humanoid robots.
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