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Business Model Analysis
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- SaaStr at $100,000,000 in Revenue: The Top 10 Re-Learnings ·
- 5 Interesting Learnings from Toast at $1.5 Billion in ARR ·
- The Best of The Best in eCommerce SaaS Will Be at 2024 SaaStr Annual! CEOs Klaviyo, Attentive, Gorgias; CBO Stripe; and More!! ·
- Integration and Android — Stratechery by Ben Thompson ·
- 5 Interesting Learnings from Shopify at $8 Billion in ARR ·
- Shopify and Toast and Monday Are On Fire: There's No 'Downturn' in B2B2C ·
- Friendly Google and Enemy Remedies ·
- Free Money: Card-Linked Offers and the Economics of Payments Marketing
- 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 ·