Insights
Essays, field notes and every issue of Bloom Bites, on growth, AI and the businesses we help reimagine.
23 October 2026Newsletter
Edition 07: gaming is bigger than its category
Our new whitepaper on why gaming is bigger than its category, Whole Foods names the food trends for 2027, and a Munich robot maker passes $1bn.
13 min read
23 October 2026Whitepaper
The Gaming Growth Layer
Gaming has become one of the largest digital behaviours in society. Most brands outside the industry still treat it as a niche.
1 min read
2 October 2026Newsletter
Edition 06: the personal agent stopped being a demo
OpenAI and Meta open a fight over who owns your personal agent, Instacart turns the dinner question into a filled cart, and the companion category around GLP-1 treatment is still unbuilt.
13 min read
18 September 2026Newsletter
Edition 05: Barilla buys Goodles to defend a category it owns
Barilla buys Goodles, Novo signs a fourth AI partner without naming a number, and the interesting AI money in consumer goods moves from the shopper to the molecule.
10 min read
4 September 2026Newsletter
Edition 04: Nvidia buys the place where open-source AI lives
Nvidia buys the place where open-source AI lives, P&G pays $3.8 billion for permission to speak clinically, and agentic commerce arrives in the grocery aisle.
11 min read
4 September 2026Whitepaper
Unlocking the GLP-1 Ecosystem
Germany has the clinical need of a major GLP-1 market. Pharma and ecosystem players have yet to respond at scale.
1 min read
21 August 2026Newsletter
Edition 03: the fortnight's best AI story came from a Bavarian mine
The most compelling AI story of the fortnight is a kaolin mine in Bavaria, AgriFoodTech's unicorn count climbs again, and Travis Kalanick's next act bets on atoms rather than bits.
9 min read
21 August 2026Whitepaper
The Next Billion
Why growth in consumer healthcare will be won by reimagining categories, not competing harder within them.
1 min read
7 August 2026Newsletter
Edition 02: the restaurant that turned into software
Wonder turns a restaurant into software, AI enablement moves from technology deployment to enterprise capability, and healthcare M&A reprices around data rather than therapies.
9 min read
24 July 2026Newsletter
Edition 01: what 400 founder biographies say about leadership
Four hundred founder biographies rewrite what leadership looks like, Anthropic places a flagship bet on AI for science, and IM8 raises $1 billion in premium consumer health.
7 min read
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