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Suburbia’s Hidden Compounder

Nov 10, 2025

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15 min read

Suburbia’s Hidden Compounder

Hayward Is Quietly Building the Operating System for your Swimming Pool

Gabe Azar
Gabe Azar
Do Not Underestimate the Boomers

Nov 1, 2025

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19 min read

Do Not Underestimate the Boomers

IBM’s Quiet Comeback in a Loud AI World

Gabe Azar
Gabe Azar
Racks, Power, and Profit (soon)

Oct 7, 2025

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19 min read

Racks, Power, and Profit (soon)

What OPEC was to oil, CoreWeave is becoming to intelligence.

Gabe Azar
Gabe Azar
Boil, Filter, Conquer

Sep 30, 2025

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19 min read

Boil, Filter, Conquer

A. O. Smith’s Boring Products, Beautiful Margins, and Unkillable Business Model

Gabe Azar
Gabe Azar
Twinkies, Treats, and Terminal Decay

Sep 19, 2025

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18 min read

Twinkies, Treats, and Terminal Decay

The pet segment’s rotting, the snacks are stale, and the cold coffee hasn’t even launched.

Gabe Azar
Gabe Azar
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