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Business Model Analysis
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- Investing in Stitch: Core Banking Infrastructure for Modern Financial Institutions
- Bye the Index
- Ad-Supported AI Economics: How 8 Ads per Day Can Fund Open Model Infrastructure ·
- All the AI You Need for 8 Ads per Day ·
- The $112 Billion Quarter ·
- Why Great Product Leaders Should Stop Obsessing Over the Roadmap ·
- Darwinian Specialization in AI: Market Fragmentation and Infrastructure Winners in the Inference Stack ·
- Workday's Last Workday: Why AI-Native Challengers Can Finally Displace Enterprise HCM ·
- From 'System of Record' to 'System of Intelligence': How AI Agents Are Reshaping Enterprise Software Economics
- Your guide to GTM metrics 2.0: Moving beyond MQLs to unified account-centric GTM measurement ·
- Charts of the Week: Software Ate the World
- Apple's Fintech Pivot: Tim Cook's Payment Innovation Legacy
- Your guide to reverse trials ·
- Your guide to CAC payback period ·
- The SaaS empire strikes back ·
- Clouded Judgement: Rising Tide, Hidden Risk ·
- The AI Problem Matrix ·
- Your next customer might be an AI agent ·
- Revolut Unbound
- Clouded Judgement: From GPU Hours to Token Dollars—Pricing AI Infrastructure for the Inference Era ·
- A New Axis of Competition ·
- How the top AI-native startups launch and grow ·
- AI's Bundling Moment ·
- Clouded Judgement: Digital Twins as the Infrastructure Layer for AI Agents ·
- Market Intelligence in the Age of AI: An Interview with Morningstar CEO, Kunal Kapoor ·