D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]

D.R. Horton: Building a New Model - [Business...

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Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]

This episode was originally recorded in March 2025. ​Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat talent when talent doesn't work hard. W ...  Show more

Cognex: Vision Quest - [Business Breakdowns, REPLAY]

This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI and automation in 2026, machine vision is becoming an increasingly important par ...  Show more

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