The hottest Market Share Substack posts right now

And their main takeaways
Category
Top Business Topics
Stock Market Nerd β€’ 334 implied HN points β€’ 07 Feb 24
  1. Uber's demand is strong, with growth in bookings, revenue, and take rates across its segments.
  2. Uber's profitability metrics show efficiency improvements in various cost categories.
  3. Uber has a healthy balance sheet with high investments, debt, and potential buyback, while its guidance indicates growth expectations and favorable valuation.
Entry Level Investing β€’ 50 implied HN points β€’ 06 Feb 24
  1. Open-source foundation models need to eventually make money to sustain themselves.
  2. One way for open-source models to monetize is by cross-selling into profitable products.
  3. Charging a markup on inference costs could also be a strategy for open-source model providers to generate revenue.
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Gad’s Newsletter β€’ 47 implied HN points β€’ 16 Oct 23
  1. Starbucks is focusing on speeding up their service and expanding variety due to advancements in technology.
  2. Online ordering at Starbucks emphasizes speed and customization, leading to more complex order customization.
  3. Starbucks is investing heavily in tech to offer faster service, more choices, and high personalization to customers.
SFEDup β€’ 0 implied HN points β€’ 01 May 23
  1. Enrollment in SFUSD is down by almost 4,000 students (7.6%) since before the pandemic.
  2. Charter schools overall saw a 5.8% decrease in enrollment, with variations among individual schools.
  3. Cohort survival rates have recovered since the pandemic, but future enrollment projections for SFUSD are challenging due to declining birth rates and migration trends.
CyberSecurityMew β€’ 0 implied HN points β€’ 19 Jan 24
  1. Aerospacex completed a multi-million yuan financing round led by listed companies and strategic shareholders in the industrial sector, including the company's founder and core executives.
  2. The funding aims to enhance operational cash flow, invest more in data security sandbox technology, recruit technical talents, and expand collaboration for industry solutions, particularly in banking and central state-owned enterprise sectors.
  3. Aerospacex plans to focus on data security sandboxes for future technical foundation, intensify research, and development, collaborate with industry vendors, leverage shareholder resources to enhance market share in critical sectors.