The hottest Competitive Analysis Substack posts right now

And their main takeaways
Category
Top Business Topics

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.

4 reasons why PMs and UXR should understand business strategy

Askwhy: UX Research, Product Management, Design & Careers • 50 implied HN points • 04 Mar 24
💼 Business Strategy Product Development Decision-making Competitive Analysis
  1. Understanding business strategy helps drive alignment and focus, ensuring products contribute to company goals and avoiding feature creep.
  2. Knowing consumer trends, markets, and competitive landscape aids in developing relevant products and making informed decisions to stay competitive.
  3. Engaging with business strategy leads to better decision-making through frameworks like second-order thinking and inversion, fostering alignment within the organization.

ARM IPO Breakdown

Mule’s Musings • 346 implied HN points • 12 Sep 23
💼 Business Tech industry Finance Valuation Competitive Analysis
  1. ARM is an important company in the IP industry, famous for its power efficiency and reduced instruction set.
  2. ARM's history includes significant milestones like going public in 1997 and being acquired by Softbank in 2016.
  3. The ARM IPO is highly anticipated, with the company aiming to list between 50-55 billion, showcasing its key role in the industry.
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