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STRATEGY

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Chunks within this category

Nuclear weapons and arms control

Nuclear weapons and arms control

Luxury Clothing and Fashion Business

Luxury Clothing and Fashion Business

Geopolitical Consulting and Advising for International Business Risk Assessment

Geopolitical advisory is a niche but crucial sector where experts provide insights and counsel to...

Incumbents vs. Startups: Disruptive innovation at big companies,

Incumbents vs. Startups: Disruptive innovation at big companies

Apple - global supply chain, manufacturing

Apple - global supply chain, manufacturing

Accounting, Consulting, Auditing firms - the big four: EY, Deloitte, KPMG and PWC

Accounting, Consulting, Auditing firms - the big four: EY, Deloitte, KPMG and PWC

Outsourcing, Near-shoring - Globalization and Supply Chains, Logistics and global shipping

Outsourcing, Near-shoring - Globalization and Supply Chains, Logistics and global shipping

Google - legal issues

Google - legal issues

ATT: Apple’s App Tracking Transparency - Data and Social Media, Facebook: Privacy, Security

ATT: Apple’s App Tracking Transparency - Data and Social Media, Facebook: Privacy, Security

Moneyball, Data, Statistics and the Business of Sports - talent acquisition

Moneyball, Data, Statistics and the Business of Sports - talent acquisition

SaaS + Fintech business model

Fintech and software as a service (SaaS) business models

Clones, copyworks - copying UX, features and designs from competitors

Clones, copyworks - copying UX, features and designs from competitors, TikTok, snapchat, instagra...

Community and Memberships - tips, design suggestions

Community and Memberships - tips, design suggestions

Acqihire - Team Building (for startups) - using mergers and acquisitions to grow your team

Acqihire - Team Building (for startups) - using mergers and acquisitions to grow your team

Amazon Prime - subscription business model

Amazon Prime - subscription business model

Second Order Thinking - Decision Making

Second Order Thinking - Decision Making

Marketing Strategy

Marketing Strategy

Resources within this category

Article

OpenAI’s Misalignment and Microsoft’s Gain – Stratechery by Ben Thompson

The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate fa... (2023)


Article

Samsung should be wary of Intel-like complacency. Semiconductors

It is too cosy at the top of the memory-chip market | Business (2023)


Article

Why EY and its rivals may eventually break up, after all | The Economist

The commercial logic for splitting up the big four is only getting stronger. EY, Deloitte, KPMG and PWC | Business (2023)


Article

Supply chains: What Barbie tells you about near-shoring | The Economist

Supply chains are neither global nor local. They are both | Business (2023)


Article

The App Tracking Transparency recession | Mobile Dev Memo by Eric Seufert

The App Tracking Transparency recession. Mobile marketing and advertising, freemium monetization strategy, and marketing science. Mobile Dev Memo. (2023)


Article

Digital Advertising in 2022 – Stratechery by Ben Thompson

The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces. (2022)


Article

The Four Horsemen of the Tech Recession – Stratechery by Ben Thompson

Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency (2023)


Article

Booking.com Adds Klook To Its Roster of Activities Providers

Booking.com expanded the reach of its tours and activities offerings in Asia by entering into a long-term strategic partnership with Klook. (2022)


Article

Facebook, Meta Myths – Stratechery by Ben Thompson

Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react. (2022)


Article

LMS License Models: Top 9 Ways to Buy - Talented Learning

Learn what you should know about top LMS license models, so you can choose a model that best meets your organization's needs. (2022)


Article

Fintech Scales Vertical SaaS | a16z Future

Today, the majority of SaaS company revenue comes from subscription fees. With fintech products and services, the future may look very different. (2020)


Article

Nvidia In the Valley – Stratechery by Ben Thompson

Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned. (2022)


Article

The Business of Barcelona | The Generalist

The $5 billion football club is amidst a high-risk transformation. Its strategy reveals the tricky economics of running a sports franchise and the ... (2022)


Article

The Complete Guide to Acquihires | a16z Future

Advice from a16z experts on figuring out whether an acquihire makes sense and, if so, how to successfully pull it off — from due diligence to deal ... (2022)


Article

Thin Platforms – Stratechery by Ben Thompson

The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms —- “Of course I am covering the Build and Stripe... (2022)


Article

Beyond Aggregation: Amazon as a Service – Stratechery by Ben Thompson

Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify. (2022)


Article

Twitter adopts poison pill in bid to thwart Elon Musk takeover

Musk offered to purchase the company for $54.20 a share, though he did not specify how he planned to pay for it. (2022)


Article

Shopify’s Evolution – Stratechery by Ben Thompson

Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network (2022)


Article

Cars and second order consequences — Benedict Evans

Electric and autonomy are rolling through the car industry, changing everything about it. But though they transform gasoline and car accidents, the... (2022)


Article

Second Order Thinking. Second Order Thinking is a critical | by Noah Pepper | Medium

Second Order Thinking is a critical practice for making effective policy, business and personal decisions. Many of our self-created problems as a s... (2018)


Article

Poison-pill popping - Will Japan’s new prime minister continue to reform corporate governance?

A hostile takeover should provide some clues | Business (2021)


Article

Instagram offers creators up to $35,000 to post videos to its TikTok clone - The Verge

Instagram is offering massive sums of money to creators to post videos on its TikTok competitor Reels. Some creators are being offered as much s $3... (2021)


Article

Ahead of Its Time, Behind the Curve: Why Evernote Failed to Realize Its Potential

Evernote has been plagued by a series of managerial missteps and failed product launches. The company’s future is far from certain. (2019)


Article

Cloudflare on the Edge – Stratechery by Ben Thompson

Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics. (2021)


Article

Distribution and Demand – Stratechery by Ben Thompson

On the business, strategy, and impact of technology. While Salmon’s question was driven by the news that AT&T would spin out WarnerMedia and mer... (2021)


Article

Amazon: NOT OK - why we had to change Elastic licensing

We've had a few questions about our recent license change to Elasticsearch and Kibana. I believe in the core values of the Open Source Community... (2021)


Article

Unpacking 5 of Atlassian’s Most Unconventional Company-Building Moves | First Round Review

Former Atlassian President Jay Simons shares the go-to-market and product strategies behind their success. (2021)


Article

Bill Gurley on the “Free” Business Model | Above the Crowd | By Bill Gurley

Bill Gurley on the “Free” Business Model | Above the Crowd | By Bill Gurley (2009)


Article

The Stickiest, Most Addictive, Most Engaging, and Fastest-Growing Social Apps—and How to Measure Them

When assessing a social app’s potential, what does “good” look like, anyway? The most important metrics—and benchmarks to aspire to—according to th... (2020)


Article

Why these are Google’s 7 best acquisitions

From Wall Streeters to members of the media, it is not uncommon to hear people wax eloquent about Facebook’s high-profile acquisition of Instagram ... (2019)


Video

What The Prisoner's Dilemma Reveals About Life, The Universe, and Everything

This is a video about the most famous problem in Game Theory, the Prisoner’s Dilemma. (2024)


Video

A Plan Is Not a Strategy

A comprehensive plan—with goals, initiatives, and budgets–is comforting. But starting with a plan is a terrible way to make strategy. Roger Martin,... (2023)


Video

Debate 101 with Harvard’s former debate coach Bo Seo

Bo Seo, a two-time debate world champion, gives three tips for constructing the perfect argument. (2023)


Video

How Nvidia Grew From Gaming To A.I. Giant, Now Powering ChatGPT

Thirty years ago, Taiwan immigrant Jensen Huang founded Nvidia with the dream of revolutionizing PCs and gaming with 3D graphics. In 1999, after la... (2023)


Video

3 game theory tactics, explained

How to maximize wins and minimize losses, explained by four experts on game theory. (2023)


Video

How to Outthink Your Competition -- with a Lesson from Sports | Rasmus Ankersen | TED

Does success come from luck or skill, and how do you tell the difference? One way to find an answer: think like a pro gambler does, says football e... (2022)


Video

Microsoft Build 2019 Keynote in under 14 minutes - Engadget

Engadget Published on May 6, 2019 (2019)


Video

Dara Khosrowshahi, CEO, Uber - interview 2018 - Stanford

“People often optimize for the role or for the company. The first thing I optimize for is who I will work with. Don’t bet on companies, bet on peop... (2018)


Video

Distribution and Sales Channels - a16z

a16z Published on Mar 2, 2018 What is a sales channel? It’s a route to market for a product or set of products, from a website to a sophisticat... (2018)


Video

The API Economy - a16z

a16z Published on Nov 30, 2017 The API or application programming interface is becoming the interface for business. In much the same way that s... (2018)


Video

The World Through an API - a16z

a16z Published on Mar 9, 2018 As the API or "application programming interface" becomes the primary interface for business (in much the same wa... (2018)


Video

The Business Model Canvas - 9 Steps to Creating a Successful Business Model - Startup Tips

The Business Model Canvas - 9 Steps to Creating a Successful Business Model - Startup Tips The Business Model Canvas, is a strategic management and... (2018)


Video

Competition is for Losers with Peter Thiel | Stanford "How to Start a Startup"

Y Combinator Published on Mar 22, 2017 Peter Thiel, founder of Paypal and Palantir, discusses business strategy and monopoly theory in "Competi... (2018)


Podcast

Amazon, Jeff Bezos and the book “Good to Great” author Jim Collins - podcast Recode Decode - Vox

When Amazon was in trouble back in 2001, Jeff Bezos called professor and Good to Great author Jim Collins — and became his best student ever. (2019)


Podcast

Episode 170 — A Perfect Meal | Exponent

Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges. (2019)


Podcast

a16z Podcast: The Product Edge in Machine Learning Startups – 2017 - Andreessen Horowitz

A lot of machine learning startups initially feel a bit of “impostor syndrome” around competing with big companies, because (the argument goes), th... (2017)


Podcast

Family-Friendly Disney | Exponent podcast

Ben and James discuss Disney’s recent announcements on streaming and what it says about not just TV but strategy broadly in the Internet era. (2019)


Podcast

a16z Podcast: How Many Taps in the Apple (Plus) Tree? – 2019 - Andreessen Horowitz

What does Apple’s recent event — in which a range of new services was announced, from Apple News Plus to Apple TV Plus to the Apple card — mean for... (2019)


Podcast

Platforms Versus Aggregators | Exponent podcast - Episode 152

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon,... (2019)


Podcast

The Risks And Rewards Of Being A Blitzscaling Founder & CEO

The lessons of blitzscaling to achieve market dominance are counterintuitive. The strategy requires a shift from the traditional thinking of growth... (2018)


Podcast

The API Economy — The Why, What, and How – a16z Podcast

"APIs (application programming interfaces), observe the guests in this episode of the a16z Podcast, can be described as everything from Lego buildi... (2018)


Podcast

Creating a Category, from Pricing to Positioning – a16z Podcast

The purpose of category creation, argue the guests in this episode of the podcast, isn’t just about making a dent in the way companies work and cha... (2018)


Podcast

a16z Podcast: Adjusting to Trade… and Innovation – Andreessen Horowitz

Beyond the overly simplistic framing of trade as “good” or “bad” — by politicians, by Econ 101 — why is the topic of trade (or rather, economies an... (2017)


Book

Good to Great: Why Some Companies Make the Leap... and Others Don't - by James C. Collins

To find the keys to greatness, Collins's 21-person research team read and coded 6,000 articles, generated more than 2,000 pages of interview transc... (2019)


Book

The End of Competitive Advantage (book) - Rita Gunther McGrath - Harvard Business Review

How to Keep Your Strategy Moving as Fast as Your Business - book by Rita Gunther McGrath, and Alex Gourlay Publication Date: June 04, 2013 Ar... (2019)


SlideShare

Currency Exchange Rates and Arbitrage: TBird international finance class 01

Published on May 30, 2009 Series of lectures from Brian Butler, given during fall 2008 session at Thunderbird Global MBA, Miami campus: This ... (2018)


SlideShare

International Trade: TBird international economics class 04

Published on May 30, 2009 Series of lectures from Brian Butler, given during fall 2008 session at Thunderbird Global MBA, Miami campus: This ... (2018)


SlideShare

Currency Hedging: TBird International finance class

Published on May 30, 2009 Series of lectures from Brian Butler, given during fall 2008 session at Thunderbird Global MBA, Miami campus: This ... (2018)


Content Stats

233 Articles
13 Videos
10 Podcasts
2 Books
1 Notes
3 Slides
1 Course Links
173 Chunks