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Business Model Analysis
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- Thin Platforms: How Microsoft Teams and Stripe Are Rebuilding Operating Systems for Enterprise ·
- Warner Bros. Discovery: Zaslav's Strategy for Synergy, Cost Discipline, and Cash Flow ·
- Cable's Last Laugh: Why Cable Companies Are Positioned for Growth Despite Cord-Cutting ·
- Beyond Aggregation: Amazon as a Service ·
- Musings on Markets: Elon's Twitter Play: Valuation and Corporate Governance Consequences ·
- Back to the Future of Twitter: Unlocking Value Through Service Decoupling and API Monetization ·
- DALL-E, the Metaverse, and Zero Marginal Content ·
- Why Netflix Should Sell Ads ·
- Astronomer: Modern Data Orchestration and Beyond
- The App Store Model Comes to Web3 ·
- Your guide to sales-assist: How PLG companies scale with sales ·
- Tech and War — Stratechery by Ben Thompson ·
- Musings on Markets: Profitability Analysis Across Global Markets and Industries ·
- An Interview with Intel CEO Pat Gelsinger on IDM 2.0 Strategy and Foundry Business ·
- Your guide to product-led marketing ·
- Shopify's Evolution: Platform Strategy and Competition with Amazon ·
- Musings on Markets: FANGAM Stock Valuations and Investment Analysis (February 2022) ·
- Digital Advertising in 2022 ·
- Gaming the Smiling Curve ·
- Demandwell Raises $5M Series Seed to Accelerate B2B SaaS SEO Platform Growth
- The Juice Achieves Major Milestones in Revenue and User Growth
- The Intel Split: Strategic De-Integration and Foundry Economics ·
- Bolster Raises $11M Series B Financing to Scale On-Demand Executive Talent Marketplace
- OpenSea, Web3, and Aggregation Theory ·
- Why Execution Matters ·