MANGOS is not the endgame. It is the beginning
A new acronym is starting to appear in boardrooms, investor conversations and executive debates: MANGOS - Meta, Anthropic, NVIDIA, Google, OpenAI and SpaceX.
It is being used as shorthand for the new power cluster of the AI era, and perhaps as the successor to FAANG as a symbol of where technological gravity now lives.
Here is my take: MANGOS is not the destination. It is the opening move.
Founder and Co-CEO of digital commerce platform, VTEX.
Over the next five years, some companies that dominate their markets today, icons of an era, businesses that once seemed structurally unassailable, may lose relevance, decline, or be replaced by new leaders. At the same time, new companies will emerge from places nobody is currently watching.
This has happened before. It will happen again. What is different this time is the speed and the depth of structural change required to survive it.
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