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Business Model Analysis
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- Charts of the Week: Attention is All You Need ·
- Capital Wars - CoreWeave and the Economics of AI Data Center Infrastructure ·
- How Large is the AI Circle? Infrastructure Investment vs. Application Revenue in the AI Era ·
- What's Working in B2B GTM in 2026 ·
- The GPU Revenue Ladder: Pricing Tiers in AI Inference Economics ·
- Feeding the Modern Workplace: ezCater and Uber Joining Forces ·
- Inference Is the Most Important Market in Software ·
- The Market Segment Analysis Chart
- You are not a model. Don't price per token. ·
- Faking a brand is easy. Making it stop is hard. ·
- Charts of the Week: Winds of Thematic Change
- The Price of Entry to the Frontier: How AI Access Consolidation Reshapes Enterprise SaaS Economics ·
- What startups get wrong about enterprise | Lindsey Scrase (COO, Checkr) ·
- NVIDIA's $108B Quarter: Hyperscaler Saturation and the Rise of Supplier Financing ·
- Lighthouse or Landgrab? How to Pick Your AI Sales Strategy ·
- How Gamma Pulled Off Their AI Pivot: From Weak Product-Market Fit to 100M Users ·
- Three Years In: How AI Reshaped Venture Capital, Software Economics, and Market Opportunity ·
- Options for Everyone
- America: The Next 250 Years ·
- Your 88% GRR Benchmark Is Gone. The New Median Is 84%. ·
- Charts of the Week: Cycles, different but the same
- The Transfer Market
- SpaceX & the Sentient Sun ·
- The Golden Age of AI Applications ·
- Book Review: The Curious Case of Mike Lynch by Katie Prescott