Inevitability Research

Inevitability Weekly #4

GPU Depreciation, Nadella on AGI, CoreWeave and more

Nov 17 • 

Sophie

30

6

Inevitability Weekly #3

OpenAI, Consumer Earnings, Peter Thiel Interview and more

Nov 9 • 

Sophie

31

5

Inevitability Weekly # 2

AI, Energy (for AI) and Corporate Earnings (AI Capex)

Nov 2 • 

Sophie

43

9

2

October 2025

Inevitability Weekly #1

Workshopping a new weekly post format

Oct 26 • 

Sophie

41

4

Bottlenecks & Thresholds

Working towards a framework for Inevitability Research

Oct 22 • 

Sophie

32

5

3

June 2025

Startup Win Conditions

IPOs, Acquisitions and the Roads in Between

Jun 23 • 

Sophie

28

2

2

October 2024

Time ~= Money

A stream of consciousness exploration of what makes a company successful, how founders/investors can be two sides of the same coin and how intangible…

Oct 12, 2024 • 

Sophie

28

3

5

November 2023

The Business of Online Travel

A look a the internet travel industry through the lens of three companies: Airbnb, Booking.com and Expedia

Nov 28, 2023 • 

Sophie

36

3

4

Lessons from Reece Duca

Takeaways from an interview with an investing legend

Nov 10, 2023 • 

Sophie

27

3

4

Thoughts On Process

Some thoughts about my process for managing current investments and researching new ideas

Nov 8, 2023 • 

Sophie

33

3

3

September 2023

Compounding Heritage

A look at the luxury market through three storied brands: LVMH, Hermès & Ferrari

Sep 26, 2023 • 

Sophie

62

16

3

The Electrified Road Ahead

A look at the supply chain for electric vehicles & the inevitable future investment and government support for the industry

Sep 14, 2023 • 

Sophie

32

8

4