The hottest Business Model Substack posts right now

And their main takeaways
Category
Top Technology Topics

Arm and a Leg: Arm's Quest To Extract Their True Value

SemiAnalysis • 4040 implied HN points • 14 Sep 23
🕹 Technology Semiconductors Licensing Business Model Financials Competitive Landscape
  1. Arm is focusing on increasing their pricing and extracting more value from their innovative architecture and licensing model.
  2. Arm's dominance in smartphone instruction sets gives them leverage to potentially raise pricing significantly, similar to Qualcomm's successful pricing strategy.
  3. The IPO and change in business model showcase Arm's potential to boost revenues and profits by optimizing their pricing strategies and pursuing growth opportunities.

Professional Pricing

Software Design: Tidy First? • 2518 implied HN points • 03 Jan 24
💼 Business Business Model Revenue growth
  1. Consider raising prices to increase revenue, but be aware of potential tradeoffs.
  2. Subscribers can expect to improve software design and communication skills, connect with a community, and receive thought-provoking ideas.
  3. New pricing for the newsletter will be $25/month starting January 15, 2024, so signing up before then locks in the current $7/month rate.

New discovery features, chat paywall settings, and recent Substack meetups

Substack • 497 implied HN points • 29 Oct 24
🕹 Technology Product Updates Community Engagement User Experience Content creation Business Model
  1. Substack has introduced a feature that allows free subscribers to see some chat replies, but only paid subscribers can read full threads. This is a way to encourage upgrades.
  2. There's a new invite button for chats, letting subscribers invite friends to join the conversation, which helps grow the community.
  3. The search feature is now better on mobile, and readers can find related notes easily, making it simpler to discover new content.

AI Industry Structure and Business Model: What Inning is It?

Mule’s Musings • 610 implied HN points • 16 Jan 24
🕹 Technology Business Model Competitive Analysis
  1. AI industry adoption is still in its early stages, similar to the early days of internet adoption.
  2. Estimating the penetration rate of paying users for AI models like ChatGPT and LLM services is important for understanding the industry.
  3. The future business model of the AI industry is evolving, with a shifting landscape between semiconductor companies like Nvidia, hyperscalers, and AI model service providers.

Elon Musk-OpenAI Lawsuit Explained in 5 Mins

The Algorithmic Bridge • 254 implied HN points • 01 Mar 24
🕹 Technology AI Lawsuit Business Model AGI
  1. Elon Musk filed a lawsuit against OpenAI and Sam Altman due to concerns over OpenAI's shift from non-profit to for-profit, closed-source model.
  2. The lawsuit alleges that GPT-4 by OpenAI is an AGI algorithm and criticizes the shift in OpenAI's structure to a closed, for-profit entity tied to Microsoft.
  3. Elon Musk's motivations for the lawsuit include concerns over AI safety, the impact on his other businesses, and personal feelings of betrayal.
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The Incompatibility of Open Core and Profit

Bytes, Data, Action! • 109 HN points • 28 Feb 23
🕹 Technology Open Source Business Model Monetization Strategies Transparency
  1. Open core business models may have conflicting incentives with profit goals.
  2. Open core companies often start with free products to attract users, then shift focus to monetizing through premium features and services.
  3. There are alternative strategies to align incentives better in open source businesses, such as keeping proprietary data, clear expectations, and open source components.

Onchain Namespaces: An Emerging Crypto Business Model

Unsyndicated by Mason Nystrom • 39 implied HN points • 25 Jan 24
🔮 Crypto Business Model Blockchain Social Networks Cryptocurrency Decentralized Finance
  1. Unique digital identifiers like domain extensions are valuable in the crypto world.
  2. Blockchain-based namespaces offer new business opportunities for crypto consumer applications.
  3. Companies can choose between leveraging existing namespace platforms like ENS or creating their own namespace protocols.

OpenAI Just Killed Thousands of Startups

Sector 6 | The Newsletter of AIM • 39 implied HN points • 29 Aug 23
🕹 Technology AI Startups Enterprise Data Business Model
  1. OpenAI has created a new version of ChatGPT that only certain businesses can use, which means many startups that relied on this technology are now struggling.
  2. Startups that sold products based on OpenAI's original technology are in danger as they no longer have a competitive edge.
  3. These companies need to find new ways to stand out or they risk failing in the market.

Nintendo killed your SaaS villager⚰️

Mehdeeka • 3 implied HN points • 04 Dec 24
🕹 Technology Gaming SaaS Business Model Mobile Apps Product Management
  1. Nintendo has shifted _Animal Crossing: Pocket Camp_ from an online subscription model to an offline version with a one-time payment. This change is quite rare and shows how gaming services can shut down publicly.
  2. The closure process included a quick announcement with little lead time, which surprised many players. Reactions varied, with some feeling sad while others were relieved it wasn’t a total shutdown.
  3. Nintendo's approach to communication differs from other companies. They often rely on blog posts and videos rather than extensive press releases, which can make managing user expectations during service closures challenging.

5/20/22: How Shein Works - An Update

Tech Buzz China Insider • 19 implied HN points • 20 May 22
💼 Business Ecommerce Supply Chain Marketing Business Model
  1. Shein has become a major Chinese company in fashion and e-commerce, valued at $100Bn, marking a significant presence in the industry.
  2. Shein's success is attributed to its flexible supply chain and innovative manufacturing approach, focusing on quick production and a vast selection of products.
  3. Shein is expanding beyond fashion into categories like accessories and home items, with efforts to improve quality and sustainability, potentially evolving into a platform rather than just a brand.

Where are the limbic anti-capitalists?

Reactionary Feminist • 22 implied HN points • 10 Mar 23
🏥 Health & Wellness Mental health Addiction Regulation Business Model Ethics
  1. Adolescent mental health is declining due to excessive smartphone usage.
  2. Limbic capitalism exploits pre-rational pleasure for profit through addictive products like junk food, pornography, and social media.
  3. Conservative arguments against regulating limbic capitalism hinder protecting individuals from harmful business practices.

Rise And Fall of Paypal-made-in-VN

Thái | Hacker | Kỹ sư tin tặc • 0 implied HN points • 10 Oct 07
🕹 Technology Security Banking Business Model
  1. In the e-payment industry, success hinges on speed to market and convincing banks to connect.
  2. Building an e-payment service in Vietnam faces challenges like outdated banking infrastructure and lack of technical expertise.
  3. The future of e-payment in Vietnam may involve banks establishing subsidiary companies to compete and innovate in the market.

Indie review: blog2doc, converting blogs to Word documents

The Tech Bubble • 0 implied HN points • 22 Apr 24
🕹 Technology Review Tool Business Model Recommendations Pricing
  1. Consider starting with identifying customer problems before developing a solution.
  2. Pivoting an idea to meet a more pressing need, like offering a complete backup service, can lead to more value and market demand.
  3. When structuring pricing for a service, consider the value it provides customers and whether it justifies a monthly fee or a pay-per-use model.

Teslas use restrictions for autonomous driving

Joshua Gans' Newsletter • 0 implied HN points • 18 Nov 16
🕹 Technology Business Model
  1. Tesla restricts using their autonomous driving feature for commercial ride-sharing outside of their own platform, which could impact Tesla sales.
  2. The purpose of Tesla's restriction on autonomous driving for ride-sharing remains unclear and seems to target existing companies unnecessarily.
  3. Tesla's restriction may be related to a future business model that integrates autonomous driving more closely and requires this limitation for operation.

What’s in a Name?

Sector 6 | The Newsletter of AIM • 0 implied HN points • 08 Mar 24
🕹 Technology AI Software Startups Innovation Business Model
  1. Elon Musk is unhappy with OpenAI because it changed to a profit-focused and closed source approach. He suggested that they should change their name to reflect this.
  2. There's a funny idea that if OpenAI changes its name, it could be called 'ClosedAI'. This came from Musk's criticism of the shift in the company's values.
  3. ChatGPT generated new name ideas for OpenAI, like IntelliNet and QuantumAI. These names sound futuristic and innovative.