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Capital Allocation
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- An Interview with Nvidia CEO Jensen Huang About AI's iPhone Moment ·
- Data Update 7 for 2023: Dividends, Buybacks and Cash Flows ·
- What the NBA Can Learn From Formula 1 ·
- Musings on Markets: Data Update 6 for 2023 — A Wake-up Call for the Indebted ·
- New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership ·
- Control, Complexity and Politics: Deconstructing the Adani Affair ·
- Netflix's New Chapter: From Execution Excellence to Creative Leadership ·
- AI and the Big Five: Competitive Positioning and Business Model Implications of Generative AI ·
- Meta Myths: Debunking Five Narratives About Meta's Business Challenges ·
- Meta Meets Microsoft – Strategic VR Market Positioning and Enterprise Go-to-Market ·
- An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse ·
- An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud ·
- The Services iPhone – Apple's Strategic Shift from Hardware to Services Company ·
- Instagram, TikTok, and the Three Trends ·
- Family Fortunes ·
- An Interview With The New York Times Company CEO Meredith Kopit Levien ·
- Big Ten Blame — How Sports Rights Negotiations Drive Conference Realignment ·
- How to Build Your Capital Stack as a Modern CFO ·
- Spotify, Netflix, and Aggregation: Why Commodity Supply Economics Determine Long-Term Value ·
- Warner Bros. Discovery: Zaslav's Strategy for Synergy, Cost Discipline, and Cash Flow ·
- Five Mid-Year Predictions for Web3 ·
- Cable's Last Laugh: Why Cable Companies Are Positioned for Growth Despite Cord-Cutting ·
- Beyond Aggregation: Amazon as a Service ·
- Why Netflix Should Sell Ads ·
- Tech and War — Stratechery by Ben Thompson ·