Strategy Screenshots

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We asked if your customers could buy what you sell from someone else:
→ 0.0% said no, you’re the only option

Honest. And for almost every business on earth, also true.

Today’s Strategy Screenshot is about one of the world’s most undeniable exceptions. Enjoy.

Ploy

A competitor ships a new pricing page. The response is ready by morning

Ploy’s agents watch rival sites overnight and build the counter-pages as soon as something changes. The same agents write content, fix what’s broken and run experiments across the rest of your site.

Teams like Hex already run on Ploy, built by Webflow’s founding CTO.

(Strategy Breakdowns readers get 50% off their first month - use code Tom-Alder)

Jira Product Discovery

State of Product reveals what AI still hasn’t solved

AI is helping product teams ship faster, but 69% of product professionals say decision-making hasn’t sped up. Teams can build more quickly while still getting stuck choosing what to build.

Atlassian’s State of Product 2027 explores how decisions are made, where customer evidence gets overlooked, and why product judgment matters more as execution gets easier.

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ASML is worth 1.7x Europe's next-biggest company

Pretty much every AI chip you've ever (indirectly) touched was built with tech belonging to 1 Dutch company.

ASML is the only maker of EUV systems (which use extreme ultraviolet light to print smaller + denser transistors, making microchips significantly faster, more powerful, and more energy-efficient).

One of the few literal monopolies in the AI stack. Not talked about enough.

Send to the friend who’s never heard of ASML

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RABBIT HOLE

High-signal resources to learn more

Asia Times

ASML, the last polite monopolist - Asia Times on why ASML could charge a lot more than it does, and may start to.

CNBC

How Novo lost the European crown - The trial where Novo's next weight-loss drug lost to Eli Lilly's, and it fell down the rankings.

Visual Capitalist

Every European country's most valuable company - Visual Capitalist's map of all 42 national leaders.

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Strategy Screenshots

Data source for today's Screenshot: S&P Global Market Intelligence, on StockAnalysis.com


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