The hottest Business Models Substack posts right now

And their main takeaways
Category
Top Technology Topics

Elon's Current War

The Carousel • 21 implied HN points • 06 Jun 23
🕹 Technology Business Models
  1. Elon Musk is facing a battle with advertisers on Twitter, with some trying to bankrupt the platform by pulling ad spending.
  2. Large advertisers coordinate efforts to control public discourse and speech on platforms like Twitter through censorship organizations and stakeholder capitalists.
  3. Elon Musk is navigating a conflict between his support for free speech and the need to appease advertisers to bridge the revenue gap on Twitter.

Episode 21: Burkhard on Qt Embedded Systems

burkhardstubert • 19 implied HN points • 07 Sep 21
🕹 Technology Business Models
  1. Productised services combine a product with some service, allowing businesses to save time and offer fixed pricing. This approach makes it easier for customers to understand costs and simplifies the process for the provider.
  2. Advisory retainers let clients access expert advice on a subscription basis, enabling them to ask questions and solve problems without the expert doing the work for them. This helps clients gain independence while still having support when needed.
  3. Workshops and trainings can be adapted from common services offered to customers, providing a platform to share knowledge while attracting new clients. This method can lead to more development projects down the line.

Want To Know How To Calculate Your Enterprise AI Usage? You Can't!

Theology • 3 implied HN points • 26 Jan 25
🕹 Technology Business Models
  1. Different AI services have complicated pricing models that make it hard to budget. This can lead to unexpected costs every month.
  2. It's tough to compare different AI vendors since their pricing isn't standardized. You might not even know if you're paying for the same features with different companies.
  3. Trying to manage multiple AI platforms can be a headache. In the end, the savings you expect might vanish due to the effort needed to track everything.

Clouded Judgement 1.30.25 - The Year of AI Applications

Clouded Judgement • 3 implied HN points • 31 Jan 25
🕹 Technology Business Models
  1. 2025 is expected to be a big year for AI applications because the costs of using AI are going down. This means businesses can try out more AI features without worrying about high costs.
  2. As the cost to use AI tools decreases, companies are likely to innovate more. This could lead to exciting new applications and services that impress users.
  3. SaaS businesses are usually valued on their revenue, and understanding these revenue multiples helps compare companies. As companies grow, their market value can change based on how they manage their costs and profits.
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Build for on-chain natives or mask crypto entirely

Parth's Playground • 12 implied HN points • 08 May 23
🕹 Technology Business Models
  1. If you're building a crypto consumer app, focus on on-chain natives or hide crypto completely until necessary.
  2. For on-chain natives, solve urgent problems they face, as they are more likely to try new things and bring in new users.
  3. Startups should not try to force a market to happen, but rather provide a platform to highlight new projects and quickly see what resonates with mainstream audiences.

Compound Startups

notes & upside • 1 HN point • 16 Jun 23
💼 Business Business Models
  1. More startups are embracing a "compound" business approach that integrates multiple products in one coherent offering.
  2. Software has shifted from a long period of unbundling to a new era favoring consolidation through compound businesses.
  3. Compound businesses excel in offering integrated products across multiple services and provide flexibility in monetization and customer acquisition.

Why Databricks Bought Mosaic and The Rapidly Decreasing Costs of AI

Unsupervised Learning • 2 HN points • 29 Jun 23
🕹 Technology Business Models
  1. Training costs for AI models have decreased significantly, making it more cost-effective for companies to build their own models.
  2. Inference costs for AI models have also decreased, creating more affordable options for companies utilizing AI features.
  3. The decreasing costs of AI models are leading to increased competition and more attractive business models for startups building on foundation models.

The Walking Dead: Blackberry, Yahoo and the Zombie Apocalypse!

Musings on Markets • 0 implied HN points • 30 Sep 14
💼 Business Business Models
  1. Some companies can stick around even after their business model has failed, like zombies in a show. They keep going but aren't really successful anymore.
  2. Managers of these struggling companies often believe they can fix things, even when it's clear their efforts are not working. They might waste resources trying to revive the business.
  3. When investing in these 'walking dead' companies, it's important to recognize that their management may make bad decisions, leading to further losses. Investors should be cautious and realistic about their value.

Growth and Value: Thoughts on Google, Groupon and Green Mountain

Musings on Markets • 0 implied HN points • 19 Oct 11
💼 Business Business Models
  1. Growth is not always sustainable. Companies like Green Mountain Coffee have to consider how big their market really is and how long they can keep growing.
  2. As companies grow, their growth rates usually slow down. Even successful companies like Google face challenges in maintaining high growth as they get bigger.
  3. Investing for growth can be tricky. Companies need to spend money to grow, but if they don't manage investments wisely, it can hurt their overall value.

[in case you missed it] Data Science Weekly - Issue 430

Data Science Weekly Newsletter • 0 implied HN points • 20 Feb 22
🕹 Technology Business Models
  1. Data businesses are a big part of tech, but not enough resources explain how they work. Understanding their models can help people navigate the industry better.
  2. Investors are interested in machine learning and see many opportunities and challenges in startups. Talking to them can give insights into what they're looking for.
  3. Learning how to make data visualization easier can help you communicate better. There are ways to think about it that make the process feel more natural.

State of the Network’s Q3 2024 Mining Data Special

Coin Metrics' State of the Network • 0 implied HN points • 08 Oct 24
🔮 Crypto Business Models
  1. Bitcoin mining revenues dropped to $2.5 billion in Q3 2024, down from $3.7 billion, mainly because of the halving event in April 2024.
  2. Transaction fees have been low, making miners look for new ways to earn money, like renting out space for AI or tokenizing whiskey barrels.
  3. There are still many empty blocks being mined, especially by certain pools, which raises questions about how miners are optimizing their processes.

The Future of AI, Product, and Agentic Software

domsteil • 0 implied HN points • 23 Nov 24
🕹 Technology Business Models
  1. AI evaluations need to go beyond just accuracy. They should focus on how helpful the AI is to users and if it meets their needs effectively.
  2. High-performance teams thrive on collaboration and quick feedback. Effective product managers should remove barriers and encourage teamwork to create innovative solutions.
  3. Agentic software is changing how businesses operate by using smart pricing models that reflect the value AI delivers. Companies must start with smaller clients to build a strong foundation for growth.

🐿️ Greatest Fried Chicken - The Insanely Profitable Tech Newsletter

Squirrel Squadron Substack • 0 implied HN points • 07 Jan 25
🕹 Technology Business Models
  1. Some businesses may look good from the outside but can be ineffective or even fronts for illegal activities. It's essential to look deeper to understand their true operations.
  2. Large organizations often struggle to innovate because new ideas can threaten their current success. This results in a culture that rejects new inventions.
  3. Investments in new 'innovation centers' often serve to make companies look good, rather than genuinely foster innovation. This leads to a lot of effort going into appearances rather than actual progress.

The Opportunities in Consumer AI

Digital Native • 0 implied HN points • 18 Jun 25
🕹 Technology Business Models
  1. Consumer AI is a big opportunity right now, especially since many successful tech companies started in the consumer space. Betting on consumer ventures might yield high returns as they often see bigger IPOs compared to enterprise companies.
  2. AI is set to change shopping and travel experiences significantly. New companies are emerging to streamline how we shop and book travel, looking to make these processes more efficient and personalized.
  3. The way products are designed and monetized is evolving. There is a shift from ad-based models to subscription and paywall strategies in consumer apps, reflecting a growing willingness to pay for quality and innovative services.

Discontinuous Disruption

Business Breakdowns • 0 implied HN points • 08 Jan 24
💼 Business Business Models
  1. Sustaining innovations improve existing products based on consumer preferences.
  2. Discontinuous innovations completely change how things are done due to platform shifts.
  3. Disruptive innovations create new markets or enter at the low-end to buy time without competition.

Equal Ventures Focus Area: Logistics

Equal Ventures • 0 implied HN points • 12 Aug 20
💼 Business Business Models
  1. Amazon's impact on the supply chain has forced industry players to modernize their systems to meet customer demands
  2. The growth of eCommerce and rising return rates have put stress on traditional supply chains, necessitating digital infrastructure for efficiency
  3. In the logistics sector, there is a need for new business models, digital solutions, and financial services providers to enable existing players to compete effectively with Amazon

The Podcast Business Model

Joshua Gans' Newsletter • 0 implied HN points • 26 Apr 19
💼 Business Business Models
  1. Luminary aims to be the Netflix of Podcasts by offering a subscription-based, ad-free platform with high-profile content creators.
  2. The podcasting evolution started with free content and ads, but now Luminary's strategy of offering premium content but with flaws in execution has raised questions about their business model.
  3. Failure to define target audience, unclear technology choices, and lack of differentiation from other podcast platforms are key challenges faced by Luminary, highlighting the importance of a well-thought-out strategy in the podcast industry.

How to keep investors happy when you have an open source startup

Bold & Open • 0 implied HN points • 17 Mar 24
💼 Business Business Models
  1. Open source projects can thrive by sharing ideas without locking them behind restrictive intellectual property rights.
  2. When seeking funding for an open source startup, consider the need for funding based on growth and profitability.
  3. Investors look for viable projects with clear market fit, competitive advantage, a strong team, scalability potential, and a clear exit strategy.

How I judge the potential of startup?

The Tech Bubble • 0 implied HN points • 08 Apr 24
💼 Business Business Models
  1. The industry a startup operates in is crucial because it determines market size, competition, barrier to entry, and potential profit margins.
  2. A startup's business model, including target customer base and monetization methods, plays a vital role in its future success and scalability.
  3. Having founders with relevant industry experience, complementary skills, and a strong investment commitment indicates a higher chance of a startup succeeding and growing.

The Struggle is Real

Sector 6 | The Newsletter of AIM • 0 implied HN points • 13 Jun 23
💼 Business Business Models
  1. Amazon and Flipkart have been dominating the e-commerce market in India for a long time.
  2. A new player called ONDC is trying to compete, but it's finding it hard to establish itself.
  3. ONDC uses a system called the Beckn protocol to connect different platforms and make online shopping easier.

The Ride Sharing Business: Is a Bar Mitzvah moment approaching?

Musings on Markets • 0 implied HN points • 17 Aug 16
💼 Business Business Models
  1. Ride sharing is growing really fast and reaching more places than many thought possible. This rapid growth means that more people are using services like Uber and Lyft every day.
  2. Ride sharing is becoming global. What started in the U.S. is now popular in many countries, especially in Asia, where companies like Didi are leading the charge.
  3. The ride sharing market is changing a lot, with more options for users. Companies are trying new features like carpooling, pre-scheduled rides, and luxury options to attract different customers.