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Business Model Analysis
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- The Services iPhone – Apple's Strategic Shift from Hardware to Services Company ·
- Instagram, TikTok, and the Three Trends ·
- An Interview With The New York Times Company CEO Meredith Kopit Levien ·
- Zomato 2022 Update: Value, Pricing and the Gap ·
- Clouded Judgement 7.22.22: SaaS Valuation & Recession Risk Analysis
- Outbound and PLG: How to go outbound to accelerate enterprise growth without compromising your PLG roots ·
- Big Ten Blame — How Sports Rights Negotiations Drive Conference Realignment ·
- Clouded Judgement: Mean Reversion in Cloud Software Valuations and Operating Metrics
- Spotify, Netflix, and Aggregation: Why Commodity Supply Economics Determine Long-Term Value ·
- Data and Definitions: Apple's App Tracking Transparency and Competitive Self-Preferencing ·
- High Alpha Co-Leads Chain.io's $11M Series A Financing
- Clouded Judgement: Consumption Pricing vs. SaaS Subscription Models in Economic Downturns
- Thin Platforms: How Microsoft Teams and Stripe Are Rebuilding Operating Systems for Enterprise ·
- Warner Bros. Discovery: Zaslav's Strategy for Synergy, Cost Discipline, and Cash Flow ·
- Cable's Last Laugh: Why Cable Companies Are Positioned for Growth Despite Cord-Cutting ·
- Beyond Aggregation: Amazon as a Service ·
- Musings on Markets: Elon's Twitter Play: Valuation and Corporate Governance Consequences ·
- Your guide to Webflow's $4B PLG engine ·
- Back to the Future of Twitter: Unlocking Value Through Service Decoupling and API Monetization ·
- DALL-E, the Metaverse, and Zero Marginal Content ·
- Why Netflix Should Sell Ads ·
- Astronomer: Modern Data Orchestration and Beyond
- The App Store Model Comes to Web3 ·
- Your guide to sales-assist: How PLG companies scale with sales ·
- Tech and War — Stratechery by Ben Thompson ·