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Business Model Analysis
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- The Problem with Payments ·
- Daily Email (2014-04-21): Social Platforms — Stratechery by Ben Thompson ·
- Apple and Nike: Experience Companies and Business Model Strategy ·
- Free Stratechery and the Daily Email ·
- Dropbox's Acquisitions Fit Their Apple Strategy ·
- Welcome to Stratechery 2.0 ·
- The Heart of Dropbox: Consumer vs. Enterprise Strategy and Valuation Challenges ·
- Pluralsight Acquires Digital-Tutors for $45 Million, Expanding into Creative Skills Training and Doubling Professional E-Learning Library
- Black Box Strategy: Tech Companies' Competing Approaches to TV Market Entry ·
- When CEOs Matter: Leadership's Role in Accepting Market Reality ·
- If Marc Benioff Carried a Rabbit's Foot, Would You? Why Survivorship Bias Ruins Business Advice
- Box, Microsoft, and the Next Enterprise Platform ·
- FilmTrack Acquires Jaguar Consulting
- Musings on Markets: Return to the firing line — Revisiting Tesla and hopefully living to tell the tale! ·
- Newspapers Are Dead; Long Live Journalism ·
- The Stages of Newspapers' Decline ·
- Samsung's Disappearing Differentiation ·
- Digital Hub 2.0 – Apple's Device Services Strategy and Ecosystem Economics ·
- How much will CarPlay cost? Strategic pricing and negotiating power in platform ecosystems ·
- Musings on Markets: If we don't do it, our competitors will! Defensive Dealmaking or Panicky Preemption? ·
- SpareFoot Raises $10 Million Series B Funding from Insight Venture Partners
- The Social Conglomerate ·
- Musings on Markets: Facebook buys WhatsApp for $19 billion: Value and Pricing Perspectives ·
- Messaging: Mobile's Killer App ·
- Tintri Raises $75 Million Series E to Accelerate Application-Aware Storage Platform