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Business Model Analysis
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- The Money Business
- Lessons learned scaling to $5B with Cockroach Labs' CEO ·
- Picking Teams in AI: Cloud Platforms' Strategic Partnerships with LLM Providers ·
- Amazon, Friction, and the FTC ·
- Deutsche's Near Miss
- AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost ·
- An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner ·
- Nasdaq's Pivot
- An Interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey – Stratechery by Ben Thompson ·
- Turning Your Finance Function Into a Strategic Business Partner Across the Organization ·
- The Art and Science of Investing in Consumer Businesses ·
- The AI API: The Twilio Moment for Machine Learning ·
- Your guide to growth marketing & PLG ·
- Typeform's Viral Growth – and Its Disruption? ·
- Windows and the AI Platform Shift ·
- An Interview with Qualcomm CEO Cristiano Amon – Business Diversification Beyond Mobile ·
- Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta ·
- Musings on Markets: Good (Bad) Banks and Good (Bad) Investments: At the right price... ·
- The Unified Content Business Model ·
- BuzzFeed Shutters News, Startups and the R&D Tax Credit ·
- AI, NIL, and Zero Trust Authenticity ·
- An Interview with Adobe Chief Strategy Officer Scott Belsky – Strategy, AI, and the Future of Creative Tools ·
- Your guide to PLG + enterprise demand ·
- Multi-Product Considerations and a HubSpot Case Study
- The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs ·