The hottest Business Substack posts right now

And their main takeaways
Category
Top Business Topics

TBM 362: How (And Why) We Help

The Beautiful Mess • 370 implied HN points • 14 Jun 25
💼 Business Consulting Change Management Leadership Organizational Behavior Workplace culture
  1. Consulting can either follow a set plan or focus on helping people discover their own solutions. It's important to understand the difference and choose the right approach.
  2. It's normal to feel torn between sticking to the usual ways of doing things and wanting to create real change. Recognizing this struggle is the first step to addressing it.
  3. Being aware of how we show up in our work is crucial. It helps us connect better with others and can lead to more meaningful change.

Chartbook 393: Whither China? - World Economy Now, June 2025 Edition

Chartbook • 1130 implied HN points • 22 Jun 25
💼 Business Economics Finance Global Trade Industrialization Market Dynamics
  1. China's economy plays a huge role in the global market, being the largest in terms of purchasing power parity. Changes in China's demand and trade affect many other countries, especially regarding exports.
  2. China's rapid growth over the last few decades has been extraordinary, as it has transformed from a very poor nation to one considered an upper-middle-income economy. This shift is significant for one-sixth of the world's population.
  3. Several challenges face China's economy today, such as high youth unemployment and potential deflation. These issues make it critical for China to find new ways to stimulate growth and address its changing economic landscape.

Why Apple Must Buy Perplexity

Big Technology • 5254 implied HN points • 20 Jun 25
💼 Business Mergers Acquisitions Technology Finance Corporate strategy
  1. Apple should buy Perplexity for $30 billion because it can greatly improve its AI features. This acquisition would help integrate smart AI into Siri and Safari, making Apple's offerings much better.
  2. There is a sense of urgency for Apple to act quickly; if they wait too long, they risk losing their deal with Google and could miss out on growth opportunities in AI. Buying Perplexity now could help shape Apple's future in this competitive market.
  3. Perplexity is growing fast and has a partnership with Samsung that could strengthen over time. If Apple jumps in now, it might block Samsung's plans and establish itself as a more serious player in the AI space.

An Ugly New Marketing Strategy Is Driving Me Nuts (and You Too)

The Honest Broker • 30453 implied HN points • 11 Jun 25
💼 Business Marketing Advertising Consumer behavior Digital Platforms Economics
  1. A new marketing trend encourages companies to annoy customers instead of trying to sell to them. This strategy makes people want to pay for premium services just to escape the annoying ads.
  2. Digital platforms now focus on grabbing user attention through irritating tactics. This creates an 'Annoyance Economy' where companies prioritize engagement over good customer experience.
  3. Customers are getting fed up with these annoying practices, and some are even choosing to walk away from brands altogether. Companies that ignore this feedback risk losing their customers in the long run.

NVIDIA 2025 Q4 Financials

More Than Moore • 233 implied HN points • 27 Feb 25
💼 Business Finance Earnings Technology Market Trends Growth Strategy
  1. NVIDIA is seeing huge success, with its revenue and profits growing significantly. Their Q4 revenue reached $39.3 billion, which is a 78% increase from last year.
  2. Most of NVIDIA's growth comes from their data center business, which accounts for over 90% of their revenue. They are becoming primarily a data center company with strong sales of AI training hardware.
  3. While the gaming sector is struggling a bit, NVIDIA's automotive division is booming, having achieved 103% growth in Q4. Their self-driving technology is driving this success.
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Why We Make the Exeter Hammer

The American Peasant • 2715 implied HN points • 27 Oct 24
💼 Business Product Development Entrepreneurship Manufacturing Marketing Sales
  1. The Exeter Hammer was developed over three years to create a lightweight, balanced tool ideal for furniture makers. It combines good design and functionality to improve woodworking tasks.
  2. The hammer's design process involved scrapping an earlier project that felt too similar to common hammers on the market. This led to creating a unique hammer that meets specific needs of woodworkers.
  3. The first 400 hammers sold quickly, showing a strong demand and approval from users. This success suggests that thoughtful design can resonate well with the target audience.

Join me for a conversation with Brett Berson, Partner at First Round Capital

Thinking in Bets • 138 implied HN points • 01 Nov 24
💼 Business Venture Capital Investment strategy Decision-making Startups
  1. Learn how a top venture capital firm has changed its investment processes. They focus on being more organized and efficient.
  2. Discover how to make better investment choices using data. A data-driven approach helps in making smarter decisions.
  3. Find out how to improve feedback loops in finance. Creating quicker feedback can help in long-term decision-making.

Earlywood: Take My Advice, I’m Not Using It

The American Peasant • 2555 implied HN points • 26 Oct 24
💼 Business Entrepreneurship Networking Marketing Finance Self-employment
  1. Keep your day job until you are financially secure. It’s smart to build your business while you still have a steady income.
  2. Network with other creative people. Making friends in your field can lead to new opportunities and support when you need it.
  3. Learn a bit of everything. Knowing skills like photography and website design can save you money and help your business thrive.

July 14: the Startup Luncheon, with Lawrence Krubner and The Fourth Effect

Respectful Leadership • 54 implied HN points • 19 Jun 25
💼 Business Startups Networking Leadership Investment Events
  1. The Startup Luncheon brings together top minds in New York City's startup scene. It's a great chance to learn from experienced professionals in the industry.
  2. Attendees can enjoy a meal while listening to insightful talks from various speakers. This makes networking both appealing and informative.
  3. Tickets are available at a discount for early birds, and loyal subscribers can attend for free. This creates good opportunities for continued learning and connection.

Japan and the Birth of Modern Shipbuilding

Construction Physics • 29020 implied HN points • 22 May 25
💼 Business Industry Manufacturing Economics Trade Innovation
  1. Japan learned from America's efficient shipbuilding methods used during WWII, which helped them build ships faster and cheaper after the war.
  2. Japanese shipbuilders improved their processes by incorporating prefabrication and aircraft manufacturing techniques, leading to more efficient construction.
  3. Government support and a strong desire to succeed were crucial for Japan's shipbuilding industry's growth, allowing it to become a world leader.

The Anarchist’s Compass No. 1

The American Peasant • 2535 implied HN points • 23 Oct 24
💼 Business Publishing Finance Entrepreneurship Acquisitions Venture Capital
  1. A businessman shared a wild story about buying a small publishing company. He revealed that the owner didn't know he was supposed to keep the cash in the company, and the buyer ended up getting the business almost for free.
  2. The room erupted in laughter when he shared how the situation turned out. It showed how sometimes, deals can have unexpected and surprising outcomes.
  3. This story highlights how important it is to understand business transactions and financial details. Misunderstandings can lead to big surprises for both buyers and sellers.

What is next for collaborations?

The Sociology of Business • 737 implied HN points • 28 Oct 24
💼 Business Marketing Branding Collaborations Consumer behavior
  1. Brands are now combining different areas like food, art, and fashion to create unique experiences for customers. This helps them stand out and attract more attention.
  2. Collaborations allow brands to show their taste and connect with customers in a deeper way, almost like building a community around their identity.
  3. Creative directors play an important role in making brands culturally relevant by exploring new collaborations outside their core market, which helps them grow and stay appealing.

The vibes are bad

Alex's Personal Blog • 65 implied HN points • 04 Mar 25
💼 Business Finance Tech Market Trends Investments Economics
  1. Okta and Gitlab had great stock performances today, showing positive earnings and growth. It's nice to see some companies thriving in a tough market.
  2. The stock market is struggling, with major indices like the DJIA and S&P500 dropping significantly. This could raise concerns about an upcoming recession.
  3. Despite the bad vibes in the market, there are still bright spots like new music releases making waves. It's important to find joy even when things seem uncertain.

Part 3: Our Collective Order-Keeping Fictions

Holly’s Newsletter • 972 implied HN points • 29 Oct 24
💼 Business Corporate culture Workplace Diversity Leadership Employee Experience Human Resources
  1. DEI programs aim to attract and keep diverse workers, which can be helpful in the workplace. It’s important to think about hiring people from different backgrounds when it makes sense for the job.
  2. Diverse teams can bring new ideas and better problem-solving. Different perspectives help clarify issues and lead to smart solutions.
  3. While DEI programs have good intentions, they can sometimes lead to silly situations and waste time. It's important to focus on what truly helps in the workplace.

The Bear Cave #278

The Bear Cave • 466 implied HN points • 15 Jun 25
💼 Business Finance Investing Markets Economics Stocks
  1. A new report revealed that Tenet Healthcare may have received overpayments from Medicare, suggesting possible financial troubles ahead.
  2. Several companies, including Avis Budget Group and Symbotic, are dealing with executive resignations amidst potential SEC investigations, indicating instability.
  3. Activist researchers are raising concerns about various companies, including Groupon and GRAIL, highlighting risks that could impact their future performance.

How three Morning Brew alums are building their own network of niche media outlets

Simon Owens's Media Newsletter • 374 implied HN points • 19 Jun 25
💼 Business Media Entrepreneurship Startups Marketing Finance
  1. Three former Morning Brew employees started Smooth Media to build a network of niche media outlets. They're focused on unique topics that cater to specific audiences.
  2. They applied what they learned at Morning Brew, expanding into new media formats like podcasts and online content, showing how versatile and scalable media can be.
  3. Their current projects include collaborations with popular creators and the acquisition of established brands, highlighting their ambitious growth plans.

Coreweave is going public!

Alex's Personal Blog • 65 implied HN points • 04 Mar 25
💼 Business Economics Startups Investing Tech industry Market Trends
  1. Coreweave is going public and has seen impressive revenue growth, largely due to a specific focus on AI workloads. They claim that their services are specially built to handle the demands of AI, allowing for high efficiency.
  2. The company is heavily reliant on just a few big customers, with Microsoft providing a significant portion of its revenue. This raises concerns about sustainability if Microsoft decides to cut back on their services.
  3. While Coreweave's expenses are high from investing in infrastructure, they expect to break even on these investments fairly quickly. However, future demand for their services is crucial for their ongoing success.

No Pats On the Back

Points And Figures • 772 implied HN points • 27 Feb 25
💼 Business Entrepreneurship Venture Capital Investment Strategies Economic Development
  1. Chicago lacks the investment and willingness to take risks that cities like Silicon Valley and New York have. This makes it hard for startups to get support.
  2. Entrepreneurial ecosystems thrive when they focus on merit and tolerance for failure. Chicago is seen as outdated in these aspects.
  3. The culture in Chicago often emphasizes who you are instead of what you can achieve, which can hinder innovation and growth.

Top Links 773 How a private equity titan became an insurance-backed quasi-bank. Narrating the AI boom & rethinking the "fall of Rome".

Chartbook • 443 implied HN points • 18 Jun 25
💼 Business Finance Investing Private Equity Banking Insurance
  1. Apollo, a big player in private equity, became like a bank by adding insurance services to its business. This change was led by its CEO in 2009.
  2. The rise of artificial intelligence is a hot topic, drawing attention to its impact and potential in today's economy.
  3. There's a need to rethink historical perspectives, like the fall of Rome, to better understand how current events and trends affect us today.

The mainstream media is no longer mainstream

Simon Owens's Media Newsletter • 474 implied HN points • 18 Jun 25
💼 Business Media Streaming Influencers E-commerce Subscriptions
  1. Social media has become the main source of news for many Americans, replacing traditional TV. This means independent media now plays a bigger role in shaping public interest and discussions.
  2. Streaming services have officially surpassed traditional TV in viewership. This shift makes it easier for these platforms to become profitable as they continue to attract more and more viewers.
  3. Whatnot, a live shopping app, is gaining popularity and showing that video shopping can work in the U.S. It's interesting to see how social media influencers can generate sales in real-time, something that's been popular in Asia for a while.

the biggest business myth is that PE-backed companies are well run

Five Links (and three graphs) by Auren Hoffman • 121 implied HN points • 22 Jun 25
💼 Business Private Equity Company performance Corporate strategy Investment Analysis
  1. Private equity (PE) companies used to be seen as well-run, but many are now poorly managed and bloated. Unlike the past, there's no guarantee that a PE-backed company is better run than others.
  2. PE firms today often focus more on financial engineering and increasing their fees rather than actually improving the companies they buy. This has led to companies becoming more complicated without much actual performance improvement.
  3. If a top PE firm acquires a company from another top PE firm, the acquired company may not be able to provide significant improvements. The trend shows that the initial efficiency that PE firms once promised is largely missing now.

Reading List 05/24/25

Construction Physics • 7724 implied HN points • 24 May 25
💼 Business Remote work Infrastructure Technology Real Estate Economic Policy
  1. Tulsa is attracting remote workers by offering $10,000 to new residents, which helps local businesses and encourages tech company growth.
  2. A tornado in St. Louis caused massive damage, destroying thousands of buildings and resulting in multiple fatalities due to sirens not sounding.
  3. In Shenzhen, stolen iPhones from around the world are often broken down and sold for parts, highlighting a global issue of theft and recycling.

The Thiel-Andreessen Axis

From the New World • 59 implied HN points • 30 Jun 25
💼 Business Startups Investment Technology Market Trends Entrepreneurship
  1. Peter Thiel and Marc Andreessen have different views on how businesses succeed in competitive markets. Thiel sees a winner-takes-all approach, while Andreessen focuses on timing in fast-changing tech environments.
  2. The AI industry is shifting. The idea that large companies will dominate is evolving, with new technology making it easier for startups to collect data and compete.
  3. Instead of competing against each other, Thiel and Andreessen's ideas complement each other. It's important to explore both approaches to find the best strategy for any business or industry.

Ads Are Coming to AI and None of Us Are Ready

Big Technology • 5379 implied HN points • 30 May 25
💼 Business Advertising Marketing Technology Economy AI
  1. Generative AI advertising has huge potential but also carries big risks. It could change how brands interact with consumers and what they promise.
  2. Advertising needs to be transparent and beneficial for users to keep their trust. If done poorly, it can ruin the user experience on platforms.
  3. Quality content and trusted publishers are vital for generative AI. They should be valued more to ensure that AI systems provide accurate and relevant information.

The House of Huawei

ChinaTalk • 444 implied HN points • 17 Jun 25
💼 Business Corporate culture Entrepreneurship International Trade Telecommunications Geopolitics
  1. Ren Zhengfei, the founder of Huawei, grew up facing hardship during the Cultural Revolution but turned this struggle into his motivation for success. His challenging past helped him build a strong company culture focused on hard work and resilience.
  2. Huawei has grown by exploring high-risk international markets where other companies hesitated, such as Libya and Iraq. This strategic risk-taking allowed Huawei to create valuable global partnerships and expand its business.
  3. The company has faced significant scrutiny from the West, particularly the United States, over security concerns related to its technology. However, Huawei has continued to thrive by emphasizing its importance to China's tech development and fostering a unique corporate culture.

Evolution: A Sign of Resilience

The Wolf of Harcourt Street • 779 implied HN points • 25 Oct 24
💼 Business Finance Market Analysis Investment Strategies
  1. Evolution's revenue grew by 15% for the second quarter in a row, showing strong demand in its Live segment. This is great news as most of their money comes from this area.
  2. Despite facing challenges like labor issues and cyber-attacks, Evolution has been able to keep its business model scalable. They managed to serve more players with fewer staff, which helps with costs.
  3. The company is expanding globally, opening new studios in places like Colombia and the Czech Republic. They plan to keep growing, aiming to tap into more markets like Brazil and the Philippines.

Downstream Problems

The Breaking Point • 199 implied HN points • 29 Oct 24
💼 Business Sales Marketing Leadership Decision-making Growth
  1. Focus on solving the root problem, not just the surface issues. Fixing the wrong thing will only lead to more problems.
  2. Quality leads are crucial for a successful sales process. Even a flawed process can succeed if the leads are strong and motivated.
  3. Looking upstream for solutions can help fix multiple problems at once. If you improve one area, other issues may also resolve.

#3: The ad that checks you're rich

12challenges • 85 implied HN points • 27 Feb 25
💼 Business Advertising Marketing Satire Media Technology
  1. There's a humorous ad concept that checks if you're wealthy before you can click it. It's meant to point out the silliness of clicking on ads for things we can't afford.
  2. The idea is that ads wasting money can harm everyone, so this ad aims to avoid that waste by making sure only those who can actually buy stuff see it.
  3. This initiative shows a creative approach to advertising and is part of a larger plan to create more satirical ads that poke fun at everyday marketing tactics.

Engineer to CEO in 3 years: These key lessons got me there

High Growth Engineer • 717 implied HN points • 23 Feb 25
💼 Business Leadership Career growth Startups Entrepreneurship Management
  1. Simplify your communication by sharing only the important details. It's better to answer the main question first and add more info later if needed.
  2. Look for gaps in your team or company where you can help. Taking initiative and proposing solutions can help you grow in your career.
  3. Listen to your team and find out what problems they face. Removing obstacles makes it easier for everyone to work better together.

Visualize Protectionist Luxembourg

Bet On It • 241 implied HN points • 23 Jun 25
💼 Business International Trade Economics Globalization Consumer behavior
  1. Luxembourg's economy relies heavily on international trade. A big part of what it buys and sells comes from other countries, which is very important for its success.
  2. If Luxembourg raised its tariffs significantly, residents would face high prices and a worse quality of life because they depend on imports for most goods.
  3. Luxembourg serves as a great example showing that trade is not a threat but an opportunity. The country demonstrates the importance of both imports and exports in keeping the economy strong.

Global LP Perspectives in a Changing Market

Tippets by Taps • 10 implied HN points • 24 Jun 25
💼 Business Venture Capital Private Equity Investment strategy Market Trends AI Development
  1. Liquidity is a big issue for investors everywhere. They are waiting for returns, especially in regions like Australia where companies like Canva are under a lot of pressure to go public.
  2. AI is seen as a huge opportunity by all investors. They feel they can't miss out on the companies shaping the future, even if they are frustrated by the current lack of liquidity.
  3. The US, especially Silicon Valley, is still the main hub for tech and AI innovation. Many investors want to get involved there while waiting for their local markets to grow.

Illumina's Roche Reaction

ASeq Newsletter • 21 implied HN points • 01 Mar 25
💼 Business Health tech Market Trends Corporate strategy Investments Innovation
  1. Illumina is facing several challenges, including layoffs and changes in their offerings. They've introduced a new spatial instrument but are cutting employee stock grants.
  2. In their response to Roche, Illumina emphasized that Roche's technology is complex and might not be as efficient. They believe their products, like the MiSeq i100, are on par in performance.
  3. Overall, Illumina didn't provide clear answers to questions about their strategy, leaving some uncertainty about their future direction in the market.

Why Selling AI Automation to Hedge Funds Is Hard

Enterprise AI Trends • 63 implied HN points • 29 Jun 25
💼 Business Finance Sales Technology Investment Automation
  1. Selling AI to hedge funds is quite challenging. They often lack success stories and top-down support can make a difference.
  2. Investment managers face unique barriers when considering new technology like AI. Understanding these barriers can help tailor your sales approach.
  3. Many companies have struggled to sell AI in finance, leading some to pivot their strategies. It's important to learn from these experiences to succeed.

What Hotelier Ari Heckman thinks about building brand worlds IRL

the case for brand 💼 • 137 implied HN points • 28 Feb 25
💼 Business Hospitality Branding Entrepreneurship Design Marketing
  1. Ari Heckman focuses on creating unique brand worlds for his hotel projects, blending art and commerce. This approach helps make each hotel feel special and connected to the local culture.
  2. He emphasizes the importance of being involved in both the creative and operational sides of business. Balancing creative ideas with sound business practices can lead to better results.
  3. The idea of evolving beyond just being a hotel brand is key for Ash. They want to be seen as a lifestyle brand, offering more than just lodging, like products and experiences that connect with their brand story.

Top Links 771 How Amazon dominates the US clothing market. Driverless Chinese trucks and where lightning strikes.

Chartbook • 414 implied HN points • 16 Jun 25
💼 Business Retail E-commerce Market Trends Trade Technology
  1. Amazon is a huge player in the clothing market, selling more than double what any other store sells in the US. This means many people are buying their clothes from Amazon.
  2. The rise of driverless trucks in China shows how technology is changing transportation. This could really impact how goods are delivered around the world.
  3. A lot can be learned from where lightning strikes, as it can reveal patterns in weather or other environmental factors. Understanding this could be important for safety and planning.

Africa's Hustle Generation: Ambition, Innovation, Opportunity

Workforce Futurist by Andy Spence • 146 implied HN points • 26 Feb 25
💼 Business Economics Entrepreneurship Investment Workforce Innovation
  1. Africa has the youngest population in the world, with many young people entering the workforce. This could lead Africa to play a bigger role in global growth by 2030.
  2. There is a thriving start-up culture in Africa, especially in technology and finance. Companies are getting more funding and creating new job opportunities.
  3. As more people in Africa move to cities, the potential for innovation and entrepreneurship increases. Urban centers are becoming major hubs for new businesses and investments.

How Onlyfans Took Over The World

Knowingless • 7901 implied HN points • 26 Jan 25
💼 Business Online Platforms E-commerce Marketing Consumer behavior Sex work
  1. OnlyFans changed the way adult entertainment works by creating a sense of individual connection between creators and fans. This makes users feel like they're having a personal experience, even when there are a lot of other guys involved.
  2. The platform allows creators to reach a wider audience without much advertising support. Instead, users have to market themselves, which leads to a huge increase in the number of ads for OnlyFans across the internet.
  3. Agencies have become a big part of OnlyFans, managing content and interactions for creators. They help maximize profits by taking care of marketing and customer interactions, letting creators focus on content.

The age of SUPERCONTENT

The Sociology of Business • 957 implied HN points • 21 Oct 24
💼 Business Marketing Branding Content creation Digital Media Consumer behavior
  1. Brands are becoming content creators to engage a wider audience, not just their customers. They create fun and informative content to attract fans and observers.
  2. Today's successful content is often found in show business style, blending storytelling and entertainment across various platforms. This means brands are constantly producing engaging material that keeps their audience interested.
  3. Content is vital for a brand's success, often affecting how products are viewed and sold. Good content can help a brand stand out and become more discoverable, especially in a crowded market.

The Secret Sauce of Palantir

Dana Blankenhorn: Facing the Future • 138 implied HN points • 29 Oct 24
💼 Business Finance Investments Technology Startups Market Analysis
  1. Palantir focuses on personalized data analysis for each client, using committed engineers to solve specific problems. These Forward Deployed Engineers (FDEs) learn the client's business and adapt solutions to boost productivity.
  2. The combination of FDEs and Product Development teams creates a unique feedback loop, improving software based on real experiences. This teamwork helps build a strong customer relationship that keeps clients engaged with Palantir.
  3. Palantir's success isn't about traditional AI but rather understanding and addressing client needs first. This customer-first approach leads to recurring revenue and a reputation for effective solutions.

How Paul Krugman changed the public face of economics

Noahpinion • 25647 implied HN points • 11 Dec 24
💼 Business Economics Macroeconomics Public Engagement
  1. Paul Krugman changed economics by making it more accessible and engaging. He believed that good ideas come from everyone, not just top experts.
  2. He played a key role in popularizing Keynesian economics, especially during the Great Recession. His work helped explain the importance of government spending to boost the economy.
  3. Krugman critiqued the academic hierarchy and encouraged open discussions. He showed that even big names in economics could be questioned, which opened the door for new ideas.