The hottest Competition Substack posts right now

And their main takeaways
Category
Top Business Topics
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.
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.
Maximum Truth • 105 implied HN points • 24 Feb 24
  1. Google's Gemini Advanced AI displayed bias by predominantly erasing European features in its generated images.
  2. The head of Google's AI team, Jack Krawczyk, has displayed strong political views, influencing the direction of the AI's bias.
  3. Competition in the AI industry offers hope for less biased alternatives to heavily politicized AI models like Google's Gemini Advanced.
Common Sense with Bari Weiss • 1201 implied HN points • 16 Feb 24
  1. The Vesuvius Challenge offered a $1 million prize for decoding ancient scrolls, sparking interest in AI deciphering
  2. Luke Farritor won a prize for using AI to read an Epicurean work of criticism on a scroll from the Villa dei Papyri
  3. Deciphering ancient scrolls has the potential to reshape our understanding of the ancient world and rewrite assumptions about history
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Parents with Inconvenient Truths about Trans (PITT) • 2220 implied HN points • 07 Feb 24
  1. In Irish Dance competitions, boys have demonstrated superior strength compared to girls.
  2. The governing body allowed a boy to compete in the Girls U14 category based on gender identity.
  3. There is a call for an 'open' category in Irish Dance competitions to ensure fairness for all competitors.
Net Interest • 25 implied HN points • 23 Feb 24
  1. Network effects are a powerful competitive advantage that can drive exponential growth.
  2. Overcoming the cold-start problem is crucial for new platforms to gain traction and reach a tipping point where growth becomes self-sustaining.
  3. Building a network requires strategic partnerships, operational efficiency, and continuous innovation to maintain and expand its reach and impact.
Gad’s Newsletter • 38 implied HN points • 19 Feb 24
  1. Amazon is facing competition from companies like Temu, pushing them to innovate strategy like introducing a second BuyBox.
  2. The BuyBox tool simplifies shopping by highlighting one listing, and its introduction boosts marketplace orders, lowers entry barriers for sellers, and can lead to lower prices and higher quality for consumers.
  3. Self-preferencing of Amazon's products in search results may have mixed effects, impacting competition, innovation, consumer choice, and marketplace dynamics.
Working Theorys • 21 implied HN points • 18 Feb 24
  1. The concept of 'cool' is depreciating faster than ever, leading builders to rethink product longevity. Minimizing time to value and embracing time to lameness are key strategies.
  2. Builders must navigate between the online persona ('netizen self') and real-life persona ('citizen self') to maintain authenticity and relevance in a digital age.
  3. Launching new products in a slow and deliberate manner, focusing on timeless design, and inventing new product categories can help extend the lifespan of a product in a fast-changing market.
Purple Insider • 294 implied HN points • 22 Jan 24
  1. The Detroit Lions successfully executed a rebuilding plan, defying low expectations and rebuilding from scratch.
  2. By stocking up on draft picks and developing young talent, the Lions transformed into a competitive team in a short time.
  3. The success of the Lions serves as a contrast to other teams like the Minnesota Vikings, highlighting the importance of strategic roster building and decision-making.
Construction Physics • 9812 implied HN points • 17 Jun 23
  1. Electric power in the US was historically monopolized by utility companies, but cracks in the system started to appear in the 1960s and 1970s.
  2. The Public Utility Regulatory Policies Act of 1978 revolutionized the energy industry by creating a new class of independent power producers called Qualifying Facilities, leading to an increase in non-utility electricity generation.
  3. Deregulation of the electric power industry began in the 1990s and 2000s, with the unbundling of generation and transmission services, creation of new power suppliers like Exempt Wholesale Generators, and the establishment of Independent System Operators and Regional Transmission Organizations to introduce competition.
thezvi • 1172 implied HN points • 07 Dec 23
  1. Gemini 1.0 comes in three sizes: Ultra, Pro, and Nano for different tasks.
  2. Gemini Ultra achieves high accuracy and surpasses GPT-4 in many benchmarks.
  3. Gemini Pro is a substantial upgrade, but the full potential of Gemini is yet to be seen with Bard Advanced.
The Charlotte Ledger • 196 implied HN points • 23 Jan 24
  1. Frontier Airlines is adding flights to 7 new cities from Charlotte, becoming the No. 2 airline in terms of destinations served.
  2. Fares on new routes will start as low as $19, focusing on underserved and overpriced routes from CLT.
  3. Frontier's expansion in Charlotte could potentially help lower airfares in a historically high-priced market.
Fight to Repair • 118 implied HN points • 25 Jan 24
  1. The fight for the right to repair is closely tied to the fight against monopolies. Companies like Apple use control over repairs to limit competition and maximize profit.
  2. Monopolies can hinder a circular economy by prioritizing profit over repairability. The push for a real circular economy requires challenging traditional capitalist notions.
  3. Legislation like the Digital Markets Act can help combat the restrictive practices of monopolies and create a more repair-friendly future. Advocating for right to repair policies and regulations is crucial in this fight.
Five Links (and three graphs) by Auren Hoffman • 1638 implied HN points • 17 Aug 23
  1. Silicon Valley Bank collapsed due to overcharging customers, not a classic bank run scenario.
  2. SVB's business model relied on overcharging depositors, which led to customers seeking better deals elsewhere.
  3. In competitive industries like banking, overcharging customers is a risky game that can lead to loss of business and eventual downfall.
Skeptic • 52 implied HN points • 26 Jan 24
  1. The unfolding of life is influenced by a mix of genes, environment, and unexpected contingencies like chance events.
  2. Small decisions and chance occurrences can have significant impacts on the course of one's life.
  3. Personal narratives often present unpredictable events as rare, but in reality, contingency is a powerful force shaping our lives.
The Asianometry Newsletter • 2368 implied HN points • 24 May 23
  1. In the late 1980s, Japanese firms dominated the lithography market, overtaking American suppliers.
  2. The US led the early semiconductor industry, influencing chip development and government interest.
  3. Japan's VLSI project in the 1970s propelled their indigenous semiconductor industry through collaborative research and development.
Ill-Defined Space • 65 implied HN points • 18 Jan 24
  1. ULA's future is uncertain as it is up for sale and faces challenges from potential competitors.
  2. Vulcan's successful launch is a significant achievement for ULA, but uncertainties arise with Blue Origin's BE-4 engine supply.
  3. Potential acquisition by Blue Origin may bring more challenges than benefits, raising doubts about the survival of both companies.
The Wolf of Harcourt Street • 805 implied HN points • 14 Sep 23
  1. Adyen's success is attributed to its ability to simplify complex payment processing challenges for businesses, nurturing customer relationships and offering tailored solutions.
  2. Adyen competes in a crowded payment processing landscape, facing challenges such as intense competition, commoditization of payments, and the need to differentiate through value-added services.
  3. Adyen is well-positioned to capitalize on the growing digital payment market and expand its reach by supporting emerging technologies and offering versatile payment solutions.