The hottest Business strategy Substack posts right now

And their main takeaways
Top Business Topics
In My Tribe • 394 implied HN points • 13 Mar 24
  1. In the realm of machine learning, size isn't everything. Intelligence is seen as a continuous process, not just about having the largest model.
  2. Rather than betting on one ultimate model, the future may hold multiple specialized uses for machine learning, like in medicine where different applications can thrive.
  3. Building specific applications in machine learning could be more successful than pursuing a one-size-fits-all approach, as seen in historical business scenarios.
The Chip Letter • 3288 implied HN points • 19 Mar 23
  1. Arm's success was built on strategic partnerships and a unique licensing business model.
  2. The development of Thumb instruction set allowed Arm to address code size and attract key customers like Nokia and TI.
  3. Arm's growth and financial stability were further solidified by partnerships with companies like Samsung and the creation of the StrongARM line.
High ROI Data Science • 157 implied HN points • 30 Jan 24
  1. Businesses need to move fast in adapting to AI or risk being disrupted.
  2. Data and AI strategies must focus on getting buy-in and overcoming resistance from business leaders.
  3. Businesses must generate incremental value from technology investments to avoid becoming cost centers.
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The Century of Biology • 535 implied HN points • 17 Sep 23
  1. DNA sequencing technology has rapidly advanced, transforming biology into an information science.
  2. Illumina emerged as a dominant force in genomics by inventing a new measurement technology and establishing enduring differential returns over time.
  3. Illumina's strategic business properties like cornered resources, switching costs, network economies, scale economies, and branding have enabled its market dominance and recurring revenue from consumables.
Becoming Noble • 757 implied HN points • 30 Jun 23
  1. Organizations like big tech companies have a unique capability to help young men reach their full professional potential through exposure to elite performers and a culture of audacious projects.
  2. To attract young elite talent and transform them, alternative structures need to offer opportunities for prestige, independence, wealth, and growth, emphasizing mission, service, transformation, and recognition.
  3. Building attractive spaces for elite talent involves strategic embedding of factors like perceived external prestige (PEP) in organizations by leveraging unique strengths, to compete with elite liberal institutions.
Datent • 117 implied HN points • 30 Jan 24
  1. Strategies are guiding principles and need a clear purpose for decision-making.
  2. Focus on maximizing the benefits of data through data product management, managing data culture, and running a data transformation program.
  3. Feedback and continuous improvement are essential in developing effective data strategies.
Business Breakdowns • 412 implied HN points • 05 Sep 23
  1. Evolution Gaming provides back-end services for online gambling games, focusing on live casino games and RNG games.
  2. The company's revenue model involves charging a fee based on operators' winnings, with a focus on high-quality customer experiences.
  3. Evolution is the market leader in live casino with significant global market share, and is expanding into RNG games for further growth opportunities.
PropTech Future • 176 implied HN points • 05 Sep 23
  1. Engage with thought leaders and content creators from various industries to find inspiration and insights.
  2. Follow key figures and newsletters in the Real Estate industry to stay updated on trends and analysis.
  3. Explore resources in areas like Venture Capital, RevOps, Business Strategy, and Product/Growth to learn and grow in your professional journey.
timo's substack • 157 implied HN points • 03 Sep 23
  1. Snowplow, dbt, Rudderstack, and Iceberg are examples of open-source data tools each with unique characteristics.
  2. Open-source data tools face challenges in transitioning to successful go-to-market strategies.
  3. Companies need to focus on identifying customer pain points and developing experience-changing solutions in their GTM strategy.
Tech Buzz China Insider • 179 implied HN points • 23 Jun 23
  1. Temu rapidly grew from $0 to $3 billion in 10 months, expanding to around 20 countries and focusing on aggressive social media campaigns and expensive Super Bowl advertising.
  2. Shifting its focus to household and personal care products substantially increased Temu's average order value, as about half of Temu's suppliers were manufacturers and the other half were traders.
  3. Temu is putting pressure on staff, logistics partners, and merchants, shifting costs to merchants and increasing pressure to lower prices, resulting in a current loss rate of 60% despite significant gross margins.
Technology Made Simple • 159 implied HN points • 22 May 23
  1. Fast food companies like McDonald's struggled with the lack of differentiation and identity when trying to offer healthier options, leading to worse performance and higher operating costs.
  2. Adding more options in social media can increase complexity, operating costs, and dilute platform identity, similar to challenges faced by fast food companies.
  3. Different social media platforms are optimized for different content types, and integrating different mediums can complicate code bases and user experiences.
Technology Made Simple • 99 implied HN points • 07 May 23
  1. Open source solutions can provide quick fixes to problems many consider major. They are readily available and already in use by people.
  2. Business leaders and managers often underestimate the significance of open source in technology. It's a powerful resource that can greatly benefit organizations.
  3. Utilizing open source software has become crucial in the tech industry. Knowing how to leverage it can be a game-changer for tech leaders and businesses.
Deploy Securely • 78 implied HN points • 03 Mar 23
  1. The National Cybersecurity Strategy emphasizes the need for businesses to adapt their cybersecurity strategies accordingly.
  2. The strategy addresses the importance of defending critical infrastructure and the need to streamline cybersecurity regulations.
  3. Business leaders should be aware of potential regulatory changes impacting software security and consider the implications of a national cyber insurance backstop.
Philoinvestor • 78 implied HN points • 04 Apr 23
  1. Moderna has faced significant insider selling of stock by top executives, leading to questions about their management and future prospects.
  2. Despite recent success with COVID vaccine sales, Moderna is now facing a period of cash burn and uncertainty as they seek to pivot post-pandemic.
  3. Investors in Moderna are banking on the company's RNA-technology pipeline to potentially deliver groundbreaking solutions, but there is high risk involved.
TeamCraft • 13 implied HN points • 30 Oct 23
  1. Uniting data fiefdoms under one banner can be challenging due to siloed incentives and data fragmentation.
  2. Data functions often lack proprietary data but have access to all data, highlighting the importance of understanding data context.
  3. Creating a Single Customer View can be a game-changer for businesses, enabling better attribution and decision-making based on a holistic customer journey.
Nate is Learning • 19 implied HN points • 03 Jul 23
  1. The author no longer believes creating content is necessary for driving new business.
  2. In-house professionals in B2B companies might not have time or interest to consume content on platforms like LinkedIn.
  3. For B2B buyers, methods like peer recommendations, social ads, search, and cold outreach are more effective than personal branding.
Software Design: Tidy First? • 3 HN points • 25 Oct 23
  1. Playing with the map doesn't change the territory in project management.
  2. Implementing a weekly team planning and review process can lead to increased energy, collaboration, and adaptation.
  3. Avoid adding up weeks, comparing weeks over time, and comparing weeks across teams in project planning.
Buggy Humans in a Messy World • 1 HN point • 15 Jan 24
  1. The most reliable path to adequate returns involves buying good businesses at fair valuations and holding onto them for the long term.
  2. View each quarter as part of a continuing trajectory instead of in isolation, placing importance on long-term trends over short-term fluctuations.
  3. Focus on controllables like relative performance, balance sheet metrics, and wider error bands around long-term trends for better analysis of quarterly results.
Equal Ventures • 19 implied HN points • 07 Mar 22
  1. Counter positioning, giving away software for free, can be a powerful strategy in getting past barriers and driving adoption in legacy industries.
  2. For some users, especially those who are not digitally native, the willingness to pay for software can be very low, creating a challenge for traditional monetization models.
  3. Identifying alternative means of monetization, such as providing superior services while offering software for free, can help companies succeed in legacy industries and encourage digital transformation.
Joshua Gans' Newsletter • 0 implied HN points • 25 Jul 16
  1. Elon Musk's new strategy for Tesla involves moving beyond the traditional car market and focusing on reconfiguring cities, energy systems, and environmental impact.
  2. Tesla's approach to building electric cars involved designing the vehicles from a clean slate, integrating software and hardware in a new architecture.
  3. Musk's plan to merge Tesla with SolarCity aims to create an integrated company that can innovate in clean energy solutions, including combining electric cars with solar power for reduced carbon footprint.