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Business Model Analysis
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- 5 Interesting Learnings from Microsoft at $260 Billion in ARR ·
- Rewriting the RFP for AI ·
- Rewriting the RFP for AI ·
- Britain's Newest Bank: Revolut's Banking License and Valuation Implications
- The Battle for AI Gravity ·
- 5 Interesting Learnings from Crowdstrike at $3.65 Billion in ARR ·
- Private Equity for the Masses
- Escala Completes $12M Series B Round to Consolidate Position as Leading CRM for Hispanic SMBs
- No SaaS! How AI Agents Will Change Software Pricing ·
- AI Pricing Strategies for SaaS Companies Offering Copilots ·
- The E.U. Goes Too Far — Stratechery by Ben Thompson ·
- An Interview with Marques Brownlee (MKBHD) About Being a YouTube Star – Stratechery by Ben Thompson ·
- Central Banking from the Bottom Up
- High Alpha Raises $125M Fund, Focused on the Future of Enterprise SaaS
- Apple Intelligence: Apple as AI Aggregator — WWDC 2024 Strategy Analysis ·
- Apple Intelligence is Right On Time ·
- An Interview with AMD CEO Lisa Su About Solving Hard Problems ·
- Liminal Secures $5M+ Seed Funding to Accelerate Generative AI Adoption in Regulated Industries
- Why you (probably) shouldn't create a new category ·
- AI Integration and Modularization ·
- Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift ·
- Tenon Secures $8M Series A Funding to Expand Marketing Automation Platform on ServiceNow
- Hey Big Spender: Warren Buffett's American Express Investment and Long-Term Value Creation
- The Private Equity Machine
- Meta and Reasonable Doubt ·