Narratives, AI, and Durable Investment Bets
AI narrative momentum, durable value, and why Zoom and Roblox stand out | Around the Desk Ep. 85
Sean Emory, founder and CIO of Avory & Co., on the "AI on, AI off" market: where durable value actually accrues, why models may commoditize as open source catches up, and why ecosystem and context end …
6 Questions on Meta: Burden Today, Moat Tomorrow
Burden Today or a Moat for Tomorrow.
On the Avory Around the Desk podcast, Sean Emory of Avory & Company discusses why Meta may be misunderstood despite being the cheapest of the Mag 7, the second-fastest grower behind Nvidia, and having the highest gross margins in the group.
He frames the key d…
Five Questions for the Second Half of 2026
Avory’s Mid-2026 View
Luis Alvarez and Avory Chief Investment Officer Sean Emory review the first half and outline Avory’s second-half views through five questions:
00:00 Five Big Questions00:36 Show Format And Macro Setup01:35 Market Bifurcation And AI Trade05:00 Laggards, Ceasefire And Rotatio…
Prediction Markets Aren't Really About Betting... Maybe?
Welcome to Avory Around the Desk Podcast...
Sean Emory, Founder and CIO of Avory & Co., asks whether prediction markets like Kalshi are really about betting, or whether they could expand society's capacity to transfer risk. Using Florida's hurricane insurance crunch, the Generac hedge, and AI-ena…
EP.39: Bull or Bear debate on META’s AI Capex? With Avory’s CIO Sean Emory
Sean Emory, CIO and Founder of Avory & Co., is one of my go-to investors when I want to pressure-test an investment thesis. While I tend to focus on earnings revisions and the Variant View checklist , Sean goes deep on products, competitive positioning, and invests where the world is heading. In t…
Humans Buy Platforms. AI Buys Capabilities.
Sean Emory of Avory & Co. explores how AI could change software competition if agents become buyers, not just users, shifting value from platform suites to composable, standalone capabilities.
He frames three eras of software: individual tools, integrated platforms, and an emerging era where AI or…
Debrief: 4 things we learned from Meta.
Sean Emory of Avory & Co. debriefs Meta's July 29, 2026 earnings call, framing four key questions: AI monetization, open vs closed source strategy, enterprise AI, and the CapEx path into 2027 and 2028.
Chapters
00:00 Meta Earnings Debrief01:14 Show Intro & Disclosures01:55 Revenue & Guide Highligh…
They were wrong: software and AI are running together
They were wrong: software and AI are running together
Sean Emory of Avory & Co. argues the SaaS apocalypse narrative is broken. CRPO accelerations at Salesforce, ServiceNow, Okta, Palantir, MongoDB, and Zoom, plus NVIDIA's data center guide, show software and AI are compounding together, not canni…
Oura's IPO and the consumerization of healthcare.
Sean Emory, Founder and CIO of Avory & Co., discusses Oura's planned IPO and argues it signals the accelerating consumerization of healthcare. He highlights Oura's scale and financials, $1.2B in revenue, 74% growth, GAAP profitability, 5M paying subscribers, and 3.6M rings sold in the past 12 mont…
Meta Muse hit #1. What it means for Meta, and for OpenAI.
Sean Emory, founder and CIO at Avory & Co., breaks down Meta Muse after its first week at number one in the App Store. He walks through what Muse actually is, a personal agentic app that plugs into Meta's ecosystem across Instagram, Facebook, and WhatsApp and delivers on what Zuckerberg has been c…
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