Broken Moats on X
Butterfly Network faces questions over Midjourney’s 50,000-unit ultrasound plan, whose pool-based body-composition spas cannot replace CT or MRI diagnostics and may carry heavy maintenance and capital costs.
Friday, June 19
Friday, June 19, 2026
Everything we published on this day.
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Broken Moats on X
CarMax cut vehicle prices to lift sales, but lower gross profit, weak auto loans and Carvana competition leave significant challenges after earnings.
Apollo and what even is private credit?
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
