The hottest Corporate Substack posts right now

And their main takeaways
Top Technology Topics
Big Technology 9632 implied HN points 01 Mar 24
  1. The crisis at Google, involving controversial AI outputs, highlights significant organizational dysfunction and lack of clear accountability.
  2. The focus on culture war narratives in analyzing the crisis may overlook deeper issues within Google's operations.
  3. Google's handling of the crisis with its Gemini tool demonstrated the company's struggle with transparency and the need for significant organizational changes.
Daily Chartbook 1414 implied HN points 12 Oct 23
  1. US Weekly mortgage applications rose despite increasing rates.
  2. Percentage of outstanding 30-year mortgages have incentives for refinancing.
  3. There's a geoeconomic risk discount applied to global equity markets.
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Letters from an American 10 implied HN points 02 Mar 24
  1. President Joe Biden signed a resolution giving lawmakers more time to finalize government funding bills, as Republicans have been stalling by inserting cultural demands and seeking budget cuts.
  2. There are discussions about creating a 'debt commission' to address the budget deficit, even though it faces opposition from 70% of voters.
  3. The ITEP report revealed that many profitable corporations paid very low effective tax rates due to loopholes, raising questions about the fairness of the tax system.
The Works in Progress Newsletter 10 implied HN points 28 Sep 23
  1. In the past, industrial R&D labs within large corporations led to a surge in innovation, but this trend declined over time.
  2. The decline of industrial R&D labs has shifted innovation towards small companies, startups, and academic teams.
  3. Current trends show a resurgence of large firm R&D labs, particularly in Big Tech, driven by factors like anti-tech antitrust enforcement and innovation investments.
Fight to Repair 19 implied HN points 28 Feb 22
  1. Some John Deere dealerships consolidating, leaving farmers with limited repair options. Right to Repair reforms could offer more choices for farmers.
  2. Apple now offers Face ID repair without replacing whole iPhone, reducing both hassle for technicians and carbon footprint.
  3. Farmers in multiple states advocating for Right to Repair laws to lower repair costs, increase repair options, and maintain self-reliance.
Joe Tourville 4 implied HN points 31 May 23
  1. Investors often make the mistake of favoring either storytelling or data in corporate valuation instead of blending both.
  2. Compelling narratives can drive corporate value while numbers provide grounding and empirical evidence.
  3. Narrative-based valuation by Aswath Damodaran emphasizes the marriage of narratives and numbers for a more comprehensive view of a company's worth.
thezvi 1 HN point 20 Nov 23
  1. OpenAI underwent significant leadership changes, including the removal of CEO Sam Altman and the appointment of an interim CEO.
  2. The board's handling of the situation was criticized, with disagreements over the decision and communication methods.
  3. There was a strong reaction from employees, with many signing a letter demanding the board to resign and reinstate the previous leadership.
Richard’s Substack 0 implied HN points 30 Jan 24
  1. The Guardian is targeting Richard Edelman's reputation in their reporting.
  2. The Guardian relies on biased sources and innuendo without providing definitive evidence of malfeasance at Edelman.
  3. Edelman has a wide global presence, but The Guardian focuses on UAE and Saudi Arabia without considering other influential countries like Japan, Germany, UK, and USA.
Erasmus’s Newsletter 0 implied HN points 08 Apr 23
  1. Bitcoin has a built-in path to $1 million and beyond, presenting a strong case for becoming the world's reserve currency.
  2. Corporate adoption is crucial for Bitcoin's widespread acceptance and transition into a global reserve currency.
  3. Bitcoin 2.0 introduces the SAT as a currency, aiming to disrupt the current monetary system and address key issues like inflation and currency value.