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Business Model Analysis
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- Musings on Markets: How Streaming Disrupts Entertainment Business Economics ·
- The Five Families: Stock Lending Market Concentration and Prime Broker Economics
- The Rise and Fall of ESPN's Leverage: How Digital Economics Transformed Sports Media and Cable Distribution ·
- Instacart IPO | S-1 Breakdown
- Klaviyo IPO | S-1 Breakdown
- Nvidia On the Mountaintop: AI Infrastructure Demand vs. Long-Term GPU Capacity Risk ·
- LTCM: 25 Years On
- Disney's Taylor Swift Era: Physical Scarcity and Experience-Driven Value in the Streaming Age ·
- The CEO Job Description: In Reductionist Form
- The Parable of Angelo Mozilo
- Hollywood on Strike: The Economics of Streaming, Residuals, and Scarcity in Media ·
- Drexel's Second Coming
- Can PLG beat Salesforce? Why Attio spent 3+ years to launch a PLG hit ·
- Threads and the Social/Communications Map — Stratechery by Ben Thompson ·
- 150 Not Out
- The Money Business
- Lessons learned scaling to $5B with Cockroach Labs' CEO ·
- Picking Teams in AI: Cloud Platforms' Strategic Partnerships with LLM Providers ·
- Amazon, Friction, and the FTC ·
- Deutsche's Near Miss
- AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost ·
- An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner ·
- Nasdaq's Pivot
- An Interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey – Stratechery by Ben Thompson ·
- Turning Your Finance Function Into a Strategic Business Partner Across the Organization ·