The hottest Business Substack posts right now

And their main takeaways
Top Business Topics
The Beautiful Mess 297 implied HN points 25 Feb 24
  1. Accepting one's role in a problem is vital for capable leadership. Recognizing personal contributions to a situation allows for growth and improvement.
  2. Encouraging new interaction patterns fosters creativity and growth. Facilitating connections and exposure to new experiences can lead to positive outcomes.
  3. Patiently allowing for divergence and exploring multiple solutions is key. Resisting the urge to rush towards solutions can yield more innovative and effective approaches.
BIG by Matt Stoller 24981 implied HN points 22 Feb 24
  1. Capital One is trying to purchase Discover for $35 billion due to a loophole the Federal Reserve left in banking laws, which allows Capital One to have control over pricing in ways its competitors cannot.
  2. The credit card system in the U.S. involves a complex web of fees and intermediaries that result in high costs for merchants, driving the merger between Capital One and Discover in a pursuit for more pricing power.
  3. The merger faces opposition from various groups due to concerns about increased monopolization and reduced competition in the credit card industry, highlighting the need for reforms to promote fair commerce and innovation.
High Growth Engineer 353 implied HN points 25 Feb 24
  1. Meetings can be a pain due to unclear objectives, wrong attendees, and lack of follow-through.
  2. To lead successful meetings, focus on inviting the right people, ensuring they know their role, and what they need to prepare.
  3. Document important points, highlight action items, and ensure active participation to drive meeting success.
BIG by Matt Stoller 32315 implied HN points 21 Feb 24
  1. The Kroger-Albertsons merger faces challenges due to potential criminal activity discovered, leading to antitrust suits and trials to block the deal.
  2. The merger could worsen the grocery market situation with fewer stores, higher prices, and data implications for suppliers, consumers, and workers.
  3. Evidence found of Kroger and Albertsons colluding in wage suppression by avoiding hiring each other's workers, raising concerns and prompting legal action.
The Bear Cave 186 implied HN points 25 Feb 24
  1. New activist reports were published on companies like B. Riley Financial, Fluence Energy, and AirSculpt Technologies, raising concerns about undisclosed information, fraud allegations, and safety issues.
  2. There were recent resignations at Planet Fitness, including the CFO and former CEO, highlighting potential governance and operational concerns at the company.
  3. Several notable executive departures were announced in the past week at companies like MoneyHero, Icahn Enterprises, and Health Catalyst, pointing towards management instability and issues within these organizations.
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BIG by Matt Stoller 20397 implied HN points 14 Feb 24
  1. The oil and gas industry is going through a significant wave of consolidation, with mega-mergers happening between major companies.
  2. The mergers and acquisitions in the industry are driven by challenges in increasing production, high finance strategies, and the desire to showcase access to reserves to investors.
  3. The consolidation will likely lead to squeezed suppliers, reduced innovation, and a shift of industry power from domestic firms to global entities.
The Generalist 1961 implied HN points 22 Feb 24
  1. Being considered the GOAT in a sport can lead to lucrative opportunities and wealth accumulation, as seen with athletes like Michael Jordan and Lionel Messi.
  2. Changes in social media, technology, and athlete earnings have given superstar athletes more power and control over their wealth and commercial endeavors.
  3. Lionel Messi's strategic moves, like moving to America and establishing Play Time, indicate a growing potential for immense wealth through business ventures beyond his football career.
Brad DeLong's Grasping Reality 23 implied HN points 25 Feb 24
  1. Branko Milanovic discusses visions of inequality, highlighting the importance of technological and business-model research and development in market economies.
  2. Shifting expectations of Federal Reserve rate cuts reflect a debate about the impact of maniacal bubbles and policy near-neutrality in a balanced economy.
  3. The need for individuals to stay focused on reality outside media perceptions and the impact of lags in economic understanding discussed by Jeffrey Frankel supporting the idea that perceptions lag behind reality.
Conspirador Norteño 18 implied HN points 25 Feb 24
  1. Be cautious of 'online businesses' that prompt you to set up websites with identical language and testimonials, often part of multilevel marketing schemes.
  2. Identical sales pitches on multiple websites can be easily found through internet searches, revealing potential interconnectedness.
  3. Participating in these schemes may lead to continuous spam emails, financial losses, and the risk of personal information being compromised.
BIG by Matt Stoller 43316 implied HN points 26 Jan 24
  1. There is growing discontent and criticism towards Boeing's management from various stakeholders like Wall Street, labor unions, customers, and regulators.
  2. Major Boeing customers like Alaska Airlines and United Airlines are publicly holding Boeing accountable for quality issues and demanding reimbursement, indicating a significant shift in the industry's code of silence about problems.
  3. The government, particularly the FAA, has taken actions against Boeing and is showing signs of increasing regulation, potentially leading towards a moment where Boeing's management structure may face significant changes.
Construction Physics 27559 implied HN points 31 Jan 24
  1. Developing a new commercial aircraft is incredibly expensive, with development costs exceeding billions and posing significant financial risks to companies.
  2. Aircraft manufacturers face challenges in predicting market demand and trends, with incorrect guesses leading to financial losses and potentially fatal setbacks.
  3. Given the high costs and risks involved in developing new aircraft, manufacturers often opt to revise existing models to mitigate costs, keep pilot training minimal, and maximize efficiency.
Astral Codex Ten 9360 implied HN points 10 Feb 24
  1. The ACX Grants Results for 2024 announced several innovative projects that received funding, ranging from lead-acid battery recycling in Nigeria to lobbying for changes in kidney donation laws.
  2. The grantees included projects like developing anti-mosquito drones, creating germicidal UV lightbulbs, and advocating for a specialized pandemic response team at the FDA.
  3. The ACX Grants covered a diverse range of causes, including animal welfare, educational attainment, political change, and innovative medical research like artificial kidney creation and phage therapy.
Daily Chartbook 183 implied HN points 24 Feb 24
  1. The Daily Chartbook #388 provides a daily summary of events through 30 charts.
  2. The content is behind a paywall, accessible only to paid subscribers.
  3. Readers can subscribe to access the detailed chartbook or sign in if they are already paid subscribers.
Robert Reich 33589 implied HN points 18 Jan 24
  1. Airbus has taken the lead over Boeing in manufacturing and sales of commercial aircraft
  2. Boeing's commitment to safety has been doubted by the public and airlines, affecting its reputation
  3. Airbus and Boeing differ in ownership and worker power, which impacts their approach to manufacturing and safety
Workforce Futurist by Andy Spence 195 implied HN points 23 Feb 24
  1. Leaders bring workers back to the office to showcase dominance and status through Corporate Peacocking.
  2. Some companies resort to cringe-inducing tactics like threatening employees through internal videos to justify return-to-office mandates.
  3. RTO policies might represent a last attempt by leaders to assert control as industries adapt, city leases expire, and virtual realms replace in-person office displays.
James Ledbetter's FIN 5 implied HN points 25 Feb 24
  1. Big changes are happening to FIN, with new editorial leadership and a vision for cross-platform expansion in the fintech industry.
  2. Investors are showing interest in fintech companies like Eigen Labs securing significant funding for innovations like restaking protocols and dub platform for copy trading.
  3. AI-driven fintech and regtech companies like Napier AI are experiencing growth through substantial funding to enhance compliance and security measures.
Simon Owens's Media Newsletter 274 implied HN points 23 Feb 24
  1. Traditional media outlets are not fully utilizing the monetization potential of their YouTube channels, missing out on significant revenue opportunities.
  2. Newsletter advertising has experienced growth despite challenges faced by the larger advertising industry, with brands noting higher engagement and return on investment.
  3. John Oliver's YouTube channel for Last Week Tonight showcases high engagement with fewer videos compared to other late night shows, yet HBO is not directly monetizing it, highlighting a missed opportunity for revenue.
Software Design: Tidy First? 1060 implied HN points 19 Feb 24
  1. Software development teams can take two different paths over time - one struggling to maintain progress and innovate, the other accelerating and exceeding expectations.
  2. Executives play a crucial role in steering teams towards successful software development by fostering a culture of continual improvement, tidy code, automation, and collaboration.
  3. Understanding software design fundamentals as an executive can help diagnose ineffective teams, bridge communication gaps between business and technology, and inspire innovation and excellence.
High Growth Engineer 1319 implied HN points 18 Feb 24
  1. Planning is crucial to avoid feeling unproductive and getting pulled in different directions throughout the day.
  2. By planning your day, you focus on what's important and maintain control over your daily tasks.
  3. Even a simple daily plan of one main goal can significantly improve your productivity and time management.
SeattleDataGuy’s Newsletter 282 implied HN points 22 Feb 24
  1. Define your niche: Before starting a consulting business, determine what specific problems you aim to solve for clients.
  2. Attracting clients: Methods to find clients include content marketing, networking, referrals, sales outreach, and vendor partnerships.
  3. Creating a marketing funnel: Use frameworks like AIDA (Awareness, Interest, Desire, Action) to organize and target your content towards potential clients.
The Social Juice 5 implied HN points 25 Feb 24
  1. Recent updates include Reddit's IPO details, Meta expanding Creator Marketplace, and Walmart's acquisition of VIZIO to boost AdTech.
  2. Pinterest's unique B2B campaign mix, X offering new features for non-premium users, and TikTok's global advancements are trending in the marketing world.
  3. Various agencies are making significant moves, like Build-A-Bear naming KNOWN as its Agency of Record and Mod Op acquiring Red Tettemer O'Connell+Partners.
BIG by Matt Stoller 56953 implied HN points 26 Dec 23
  1. The pharmaceutical industry is heavily influenced by aggressive marketing campaigns targeted at doctors, controlled by corporations like IQVIA.
  2. IQVIA, a major player in the healthcare industry, is involved in a trial over a merger that could impact the future of advertising to healthcare professionals.
  3. The FTC alleges that IQVIA's acquisition of advertising firms like DeepIntent could lead to a monopolization of the healthcare provider advertising platform market.
Kyle Poyar’s Growth Unhinged 465 implied HN points 21 Feb 24
  1. Usage-based pricing in SaaS can reduce friction for customers by allowing them to start at a lower cost, expand product usage, and appeal to a larger market.
  2. Hybrid pricing models that combine usage and subscription pricing are becoming more common, especially for businesses catering to smaller customers who are concerned about unplanned expenses.
  3. Companies considering usage-based pricing should carefully select the right value metric, address customer concerns about predictability, and align their internal teams to focus on ensuring customers derive value from the product.
Mule’s Musings 237 implied HN points 22 Feb 24
  1. Nvidia's quarterly results exceeded expectations, with significant revenue growth in the Datacenter segment despite challenges like China's revenue dropping to almost zero.
  2. Nvidia achieved its highest gross margin ever, despite expectations that it would decrease in the future, hinting at potential pricing strategies for new products like B100.
  3. Nvidia is facing supply constraints but anticipates strong demand for upcoming products like B100, suggesting promising revenue growth opportunities and potential bottlenecks in the networking industry.
The Beautiful Mess 869 implied HN points 18 Feb 24
  1. Humans shape environments, and environments shape humans -- there's no dichotomy. This insight helps in understanding complexity and progress.
  2. Self-awareness and understanding others' beliefs are crucial at work -- it minimizes clashes and can lead to better teamwork and company growth.
  3. Seek coherence across different areas of work -- aligning various frames and systems is essential for company success.
read 16116 implied HN points 20 Jan 24
  1. Frequent-flier point programs were initially designed for occasional free flights, but evolved into turbo-charged schemes for travelers to earn points quickly.
  2. Weighing ingredients in cooking can make a big difference in recipes, especially in baked goods, where even small variations can impact the final texture and taste.
  3. During winter, composting slows down as decomposition rates decrease, signalling a time for compost piles to rest and wait for the warmer season for active decomposition.
Points And Figures 506 implied HN points 19 Feb 24
  1. Entrepreneurial grift involves people leveraging connections to obtain government funding through questionable means.
  2. Successful tech ecosystems like Silicon Valley thrive due to early risk-loving capital and mentorship, not government intervention.
  3. Building a thriving entrepreneurial ecosystem requires genuine risk-taking, execution, and tangible results, not just social connections and titles.
Faster, Please! 1096 implied HN points 16 Feb 24
  1. Increasing public money for R&D can boost business productivity and private sector investment.
  2. Historically, technological innovation and public R&D have played a significant role in driving economic growth.
  3. There is a correlation between higher public investments in nondefense R&D and long-term increases in total factor productivity (TFP) in the business sector.
Burnt Toast by Virginia Sole-Smith 2712 implied HN points 09 Feb 24
  1. The myth that true artists don't sell their work leads many women and marginalized writers to fear being seen as sell-outs, resulting in lower sales.
  2. Scarcity mindset conditions creatives to accept low pay and resist self-promotion, inhibiting them from knowing and declaring their worth.
  3. Shaming creatives for valuing self-promotion implies it's wrong to recognize and assert your own value.
Lucian Truscott Newsletter 3655 implied HN points 06 Feb 24
  1. Private equity in aircraft manufacturing can lead to cost-cutting measures that compromise safety.
  2. Recent accidents involving Boeing 737 models point to potential flaws in design and manufacturing processes.
  3. Pressure to speed up production in the aviation industry can result in quality control issues and safety risks.
Investing 101 27 implied HN points 24 Feb 24
  1. The history of venture capital reveals a significant role played by hardware companies in the tech industry's early days, tracing back to the 1950s and even earlier.
  2. The decline in hardware investment by VCs in favor of software has had implications on manufacturing and American industrial capabilities, with a recent resurgence in manufacturing employment in the US.
  3. The recent interest in hard tech and manufacturing by VCs has led to a new wave of investment, sparked by success stories like SpaceX and Nvidia, raising concerns about hype cycles and the need for a deeper understanding of the complexities of hard tech startups.
Erdmann Housing Tracker 126 implied HN points 22 Feb 24
  1. Developers and builders fear the loss in the value of their land investments if political obstructions to construction were lifted.
  2. Rents are unlikely to decline significantly in a whole metropolitan area due to new housing supply - housing demand is inelastic.
  3. Invest carefully in real estate market based on real trends but don't let fears about collapsing rents impact your views on housing justice or macroeconomic trends.
The Bear Cave 559 implied HN points 18 Feb 24
  1. New Activist Reports highlighted concerns about various companies' practices, such as management history and accounting irregularities.
  2. Recent Resignations included notable departures of executives from companies like Cannae Holdings and Funko due to various reasons.
  3. Tweets of the Week showcased impactful posts related to finance and investment, providing insights and observations on current market trends.
The Generalist 1280 implied HN points 13 Feb 24
  1. Founders need to be creative in their hiring practices to find the right talent for high-growth startups.
  2. Assessing a candidate's writing, backchanneling with previous employers, and focusing on cultural fit are key strategies for hiring exceptional talent.
  3. Conducting non-traditional interviews like principles-based interviews can help in identifying candidates who align with the company's values and work style.