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Tech Titans’ Earnings Season Amidst Global Chaos It’s tech titans earnings season. Why should I care? It’s that time of the year again – tech titans’ earnings season is upon us. In the midst of disturbing geopolitical events, you might
Tech Titans Bounce Back Up Tech Titans 1Q2023 The first quarter for the tech titans explains there are some fundamental reasons for the market cap bounce up from the bottom. Each titan was trying to steer their high flying company
Snap MyAI: how does it monetize? Generative AI Snap chose to buy, not build, generative AI features through OpenAI’s enterprise Foundry program for an undisclosed amount. Business Models B:C Subscription : The company rolled out the MyAI feature to current
Bing AI: how does it monetize? Generative AI Microsoft invested in an exclusive deal to use OpenAI’s ChatGPT model within their Bing app, which they have named Sydney. Business Models B:C Advertising: The company is considering in-chatbot advertising suggestions after
Tech Titans Year of Efficiency Edition
Which business models will fail? The undoing of lose-money-to-earn hardware models Business model innovation is a combination game, linking partners, suppliers, and other actors to create value for everyone in an ecosystem. But when things fall apart, failed business models
What to do if you have SaaS Brain Do you find yourself suffering from the following symptoms: Your sales are starting to slow. Your cancellations on the rise. Your lifetime value (LTV) is shrinking. Your cost of customer acquisition (CAC)
Tech Titans CAPEX Edition The big shocker: Meta’s guidance to continue to spend more than any company in the history of companies on an uncertain future in the form of CAPEX. CAPEX edition. What is Capex? Capital Expenditures are for
Moving Beyond ESGs Naming the Dominant Logic and Making Sense of the Real Governance Metrics Welcome to a set of unfolding presumptions about how we transition to a survivable social, environmental, and political climate. This is a second in a
September 7, 2022 New York Contribution Value Research Rating: HOLD Debt to be raised: $6 BN Promised Economic Development: $3.5 BN / 25 years Promised Emissions Reduced: Decreasing carbon emissions by 3.9 million metric tons per year Price for those
Narratives > Models We can all agree we want to transition to a survivable social, environmental, and political climate. Despite the obstacles we all know exist, the real problem is we have a multi-trillion dollar global funding gap, but we
Tech titans no longer traveling as a pack These companies known as MAAMA are not traveling as a pack. You need to take a look at who the Tech Titans truly are these days to understand that it’s not the
Tech Titans 1Q2022 at the Precipice How are the Tech Titans competing for time and attention of people who work for the titans, and everyone else who just participates in the world they are shaping for us to live inside?
Tech Titans 4Q2021 The Last Days of Tech Titans? Last year was amazing if you were a Tech Titan. Facebook bombed. Apple crushed it. Amazon confusing. They are no longer traveling as a market cap pack. Negative
If You Blink You Might Miss the Tech Titans We’re still hearing a tale of two Facebooks One in the media and Regulatory threats all doom and gloom. The other and financial performance with – big news – a big
“How do I fund this?” This is the most common question I get when meeting with students, researchers, artists, corporate innovators, non-profit directors, and government policymakers when embarking on a new idea. I’m a business modeler, and I teach how
We continue our Alternative Capital Explorers Series, the story of CurlMix. Since launching Reason Street Capital Library I’ve had many taboo conversations with founders, funders, and students all over the world who want to talk about money. Most strikingly are the strong feelings
Welcome to the Alternative Capital Explorers Series, the story of Isthmus. As I’ve been exploring in the Capital Library, most early stage financing alternatives to the standard Angel and VC offerings of equity require a track record of revenue in
If You Blink You Might Miss the Tech Titans The first quarter since Bezos stepped down from his role to pursue a career in the space industry. How did Amazon do? The tone was sheepish, apologetic, and short, almost hiding
If You Blink You Might Miss the Tech Titans Not the first time in earnings history – un-ironic melding of fiction and Wall Street analyst narrative building. Now Facebook did have the fastest quarterly revenue growth year over year in
Business and capital model ideas, cases, teardowns, and deep dives on how to build organizations that have different philosophies for growth, impact, and purpose.
