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Business Model Analysis
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- Rubrik IPO | S-1 Breakdown
- United States v. Apple — Stratechery by Ben Thompson ·
- Private Payments
- AI SaaS Companies Will Be More Profitable ·
- An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt – Stratechery by Ben Thompson ·
- Nvidia Waves and Moats: How AI Dominance Reshapes Competitive Advantage in Computing ·
- The Last Challenger
- Generative AI Video Pioneer Tavus Raises $18 Million Series A
- Great Marketing Machines Are Like Costco
- The Third Network
- The state of SaaS pricing ·
- The First $100m ARR AI Security Company ·
- Funding Mr Bates: Litigation Finance as an Alternative Asset Class
- Flaunt Raises $1.8M to Accelerate Enterprise Loyalty Cloud Platform
- How to Correctly Calculate Your SaaS Gross Profit Margin ·
- Standard Issue AI ·
- Intel's Humbling — Strategic Repositioning from IDM to Foundry Model ·
- Debt Collectors
- An Interview with Netflix co-CEO Greg Peters About Strategy and Execution ·
- Hard Assets
- The Points Guy: How Airline Loyalty Programs Generate Billions in Revenue
- An Interview with Arm CEO Rene Haas – Strategy, Valuation, and Competitive Positioning in AI-Driven Chip Design ·
- The New York Times' AI Opportunity ·
- The Business of News
- Google's True Moonshot ·