How They Make Money

How They Make Money is a weekly newsletter by a Silicon Valley senior finance executive, offering in-depth business analysis, focusing on company earnings, stock market insights, investment strategies, and the impact of technology on business models. It targets investors, visual thinkers, and data-driven professionals aiming at enhancing decision-making skills.

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The hottest Substack posts of How They Make Money

And their main takeaways

📊 Get Custom Visuals

2122 implied HN points • 11 Jan 24
💼 Business Business Growth Communication
  1. App Economy Insights offers custom visuals for businesses.
  2. Custom visuals can enhance internal communication, investor presentations, and partner relations.
  3. Custom visuals help simplify complex data and make presentations engaging.

📰 The New York Times vs. OpenAI

1552 implied HN points • 12 Jan 24
💼 Business Media Digital Legal Revenue AI
  1. The New York Times dominates in digital media and subscription race.
  2. The NYT shifted from ads to subscriptions, investing in digital content and various products.
  3. The lawsuit between The New York Times and OpenAI challenges AI training on copyrighted material, impacting AI and journalism.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

♾ Meta: The Zuck 'Playbook'

727 implied HN points • 09 Feb 24
💼 Business Technology Finance Market Analysis Earnings Report Investment
  1. Meta (META) reported strong Q4 FY23 performance with a 5X return from November 2022 lows, focusing on Metaverse investments and cash returns to shareholders.
  2. Key points from Meta's 'Playbook' include massive compute investment, open-source strategy, future-focused research on AI, data utilization, and an experimentation culture.
  3. In Q4 FY23, Meta saw growth in user metrics and revenue, with an increase in average revenue per user, surpassing competitors like Snap and Pinterest in ARPU.

🚘 Tesla: AI & Robotics

628 implied HN points • 26 Jan 24
🕹 Technology AI Robotics Automotive Electric Vehicles
  1. Elon Musk envisions Tesla becoming the most valuable company in the world, emphasizing the need for flawless execution.
  2. Elon Musk wants to increase his voting control at Tesla to focus on expanding AI and robotics initiatives.
  3. Tesla's recent earnings report highlights challenges such as missed expectations in Q4 FY23 and a slowdown in vehicle sales, along with key financial metrics like revenue growth and margin trends.

🍿 Netflix Steps into the WWE Ring

569 implied HN points • 24 Jan 24
💼 Business Streaming Revenue Entertainment Gaming Subscription
  1. Netflix secures a $5 billion, 10-year deal with WWE for exclusive rights to 'Raw' and other shows, expanding its reach internationally.
  2. WWE's global appeal, available in 180 countries and reaching over one billion homes, makes it a strategic fit for Netflix.
  3. Moving WWE content to Netflix provides a win-win situation, giving WWE access to a larger platform and providing Netflix with exclusive content to retain and attract members.

💰 Stock-Based Compensation Explained

707 implied HN points • 24 Mar 23
💰 Finance Investing Stocks Compensation Performance Metrics
  1. Stock-Based Compensation (SBC) is a remuneration strategy where companies reward employees with equity interests.
  2. SBC affects investors through ownership dilution, alignment of interests, and impact on company performance.
  3. There are different types of SBC such as stock options, restricted stock units, and performance shares, each with unique characteristics and implications.

🦎 Warren Buffett's 10 investment secrets

668 implied HN points • 03 Mar 23
💰 Finance Investment
  1. Warren Buffett shared 10 investment secrets in Berkshire Hathaway's FY22 shareholder letter.
  2. App Economy Insights provides insights on business and investing to 30,000+ subscribers.
  3. The post on Warren Buffett's investment secrets is available to paid subscribers.

💳 Visa & Mastercard: Priceless

628 implied HN points • 21 Feb 23
💰 Finance Payment processing
  1. Payment processing involves authorization, clearing, and settlement to ensure secure and efficient transactions.
  2. Visa and Mastercard are key players in the payment processing world, providing infrastructure and facilitating fund flow.
  3. Companies like acquirers, payment networks, issuers, gateways, and ISOs play essential roles in the payment ecosystem.

☁️ Amazon: Your margin is my opportunity

609 implied HN points • 10 Feb 23
  1. Amazon focuses on seizing opportunities by targeting margins of others.
  2. Advertising is growing for Amazon, but AWS growth is slowing down.
  3. Subscription required to access full insights on Amazon's strategies.