Archive

Dive into a collection of past posts and rediscover timeless content.

Strategy Breakdowns

🎯 Every chess streamer signs this clause

Nov 5, 2026

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5 min read

🎯 Every chess streamer signs this clause

Chess.com's wonderful moats

Strategy Breakdowns

Oct 30, 2026

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7 min read

🎯 How we run our newsletters on beehiiv's MCP

How beehiiv's MCP became the system our business runs on (plus the prompts to steal)

Strategy Screenshots

Stablecoin card spending hit $1.2B a month, 96% of it on Visa

Oct 25, 2026

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2 min read

Stablecoin card spending hit $1.2B a month, 96% of it on Visa

The tech that was meant to replace card networks is paying one instead.

Strategy Screenshots

Nvidia keeps $55.60 of every $100. Walmart keeps $3.07

Oct 25, 2026

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2 min read

Nvidia keeps $55.60 of every $100. Walmart keeps $3.07

Walmart sells 3x what Nvidia does. Nvidia keeps 5x the profit.

Strategy Screenshots

Heaviest AI spenders growing headcount. Light ones aren't.

Oct 23, 2026

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2 min read

Heaviest AI spenders growing headcount. Light ones aren't.

'AI = job cuts' isn't the full story

Strategy Screenshots

Software got more profitable. Its valuations fell anyway

Oct 22, 2026

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2 min read

Software got more profitable. Its valuations fell anyway

How software actually gets valued in 2026

Strategy Screenshots

2 chipmakers drive about a third of S&P 500 earnings growth

Oct 20, 2026

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2 min read

2 chipmakers drive about a third of S&P 500 earnings growth

Inside tech's 65% growth, most of it is semiconductors.

Strategy Screenshots

Oct 19, 2026

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2 min read

Netflix is now the #3 podcast platform

It only started podcasts this year

Strategy Breakdowns

Oct 14, 2026

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6 min read

🎯 Why Jira can manage your AI agents

Inside Atlassian's AI strategy: context, coordination, and 1M agent sessions

Strategy Breakdowns

Oct 10, 2026

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18 min read

🎯 3 years into Strategy Breakdowns

The app I built to run my business (12 months of screenshots inside)