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MBI Deep Dives

Investment Research

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T08:38:17.462Z. Cached copy · Source on mbi-deepdives.com

# MBI Deep Dives
> Investment Research
Public Ghost content for AI and LLM tooling. Use `/llms-full.txt` for consolidated page and post context.
Append `.md` to any post or page URL to get the content in Markdown (for example, `/example-post.md`).

## Pages
- [About MBI](https://www.mbi-deepdives.com/about-mbi.md) - MBI is the abbreviation for “Mostly Borrowed Ideas”, which is my pseudonym on Twitter. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In an…
- [Account](https://www.mbi-deepdives.com/account.md)
- [Audio](https://www.mbi-deepdives.com/audio.md)
- [Start Here](https://www.mbi-deepdives.com/home.md) - Welcome to MBI Deep Dives. I publish one in-depth research on a publicly listed company every month. Subscribers can download the pdf of the deep dives as well as detailed financial models, all of which can be found here. Here are some sample deep dives you can explore before subscribing to my rese…
- [Latest Posts](https://www.mbi-deepdives.com/latest-posts.md) - Click here
- [Log In](https://www.mbi-deepdives.com/login.md) - Log in New? Subscribe here If you have any problem logging in, please contact rezwan@mbi-deepdives.com
- [Deep Dives](https://www.mbi-deepdives.com/models.md)
- [Portfolio](https://www.mbi-deepdives.com/portfolio.md)
- [Privacy Policy](https://www.mbi-deepdives.com/privacy.md) - Privacy Policy — MBI Deep Dives Connector for Muse Effective date: October 2026 Operator: MBI Deep Dives LLC ("we", "us") Contact: rezwan@mbi-deepdives.com This policy describes how the MBI Deep Dives connector for Muse ("the connector") handles information. What the connector does The connector le…
- [Terms of Service](https://www.mbi-deepdives.com/terms.md) - Terms of Service — MBI Deep Dives Connector for Muse Effective date: October 2026 Operator: MBI Deep Dives LLC ("we", "us") Contact: rezwan@mbi-deepdives.com 1. The service The MBI Deep Dives connector for Muse ("the connector") is a free tool that lets Meta Muse search and read MBI Deep Dives' fre…
- [Thank You](https://www.mbi-deepdives.com/thank-you.md) - Your subscription has been set up successfully.
- [Twitter Threads](https://www.mbi-deepdives.com/twitter-threads.md)

## Posts
- [Is Microsoft Over-Earning on OpenAI?](https://www.mbi-deepdives.com/msft-oai.md) - I have been trying to work out whether Microsoft is over-earning on its relationship with OpenAI.
- [Meta’s GEM, Part 2: Finding the Scaling Law](https://www.mbi-deepdives.com/meta-gem2.md) - Last year, I first wrote about Meta’s Generative Ads Recommendation Model or GEM. Over the last couple of years, Meta published several blog posts covering different facets of their ad infrastructure in the age of AI.
- [TSMC 3Q’26: Easing Off the Brake](https://www.mbi-deepdives.com/tsm3q26.md) - Last year, Ben Thompson described TSMC as the brake on the AI buildout: “If Altm
…

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