The business model and the opportunity set the curve.
The business model and the opportunity set the curve.
Topic: business model
53 chunks · 43 episodes
Topic summary
?
A short read on the topic's time range, peak episode, and strongest associations. Use it as the quick orientation before drilling into examples.
- business model appears in 53 chunks across 43 episodes, from 2023-10-30 to 2026-04-20.
- Its densest episode is Bits and Bobs 5/19/25 (2025-05-19), with 3 observations on this topic.
- Semantically it travels with viable business, marginal cost, and vertical saas, while by chunk count it sits between Anthropic and compounding value; its yearly rank moved from #32 in 2023 to #17 in 2026.
Over time
?
Raw mentions over time. Use this to see absolute attention, not relative rank among all topics.
Observations
?
The primary evidence view for this topic. Sort it chronologically when you want concrete examples behind the larger pattern.
After a game-changing new technology, the race is on to find the new natural business model.
After a game-changing new technology, the race is on to find the new natural business model. At the beginning, everyone just uses the same model as before, even if it's a poor fit. Finding the new natural business model gives a distinct adva...
There are tons of use cases that everyone has but that it's hard to make a business model for when software is expensive to create.
There are tons of use cases that everyone has but that it's hard to make a business model for when software is expensive to create. These aren't long-tail needs. They're just hard to build normal software for in a profitable way.
In biology everything is better in some context.
...ird were to copy the best practices for mammals they'll take the wrong lessons. Business models are like your phyla. Radically different optimization characteristics even for superficially similar things.
The current subscription model works because usage is variable.
... the mean. Most people open the app a few times a day. Some use it heavily. The business model depends on this distribution. At least, for subscriptions to things with meaningful marginal cost. If every subscriber consumed 100% of their allowed...
The way the software business model has worked:
The way the software business model has worked: 1) Make shiny software… 2) … that attracts users to your turf. 3) As users make data on your turf, it's owned by you. 4) So now you can e...
Token Usage as Productivity Metric
...n model company making money on token usage. They've successfully aligned their business model with maximizing productive outcomes. I wonder if we'll see a similar trend as we did when we started thinking more employees equals more output. Will...
Your business model is your destiny.
Your business model is your destiny.
Petty politics expands to take all available space in an organization.
...ands to take all available space in an organization. Up to the size of what the business model can handle. If it goes beyond, the business starts to die, and the existential pressure aligns the employees to want to avoid death of the org instea...
I love the vibe of Chatty Community Gardens.
...[bz] Software for cozy communities is radically underserved by current software business models.
The normal business models of software will be upended.
The normal business models of software will be upended. The way it used to work: A company creates software, at great expense. They have to do it for a market, and come up wit...
Some business models use float-based financing.
Some business models use float-based financing. This is one of Warren Buffet's favorite tricks. Two businesses that look superficially similar but differ in this key dim...
ChatGPT doesn't have PMF for 80% or more of its users.
...s that has momentum from selling dollar bills for 50 cents. True PMF requires a business model that is viable.
How will LLMs affect open source quality?
How will LLMs affect open source quality? It definitely undermines the business models of e.g. Tailwind. Those models are unlikely to ever work again. But now engineers don't need to use libraries. "Obviously I'm not going to write my ...
LLMs commoditizing software could have a huge impact on society.
...tential of software. Today the only software that exists is software that has a business model in the app distribution paradigm. The software that should exist is any software that people find useful.
Cory Doctorow has an interesting thinking-persons' guide against AI.
...mans (good) vs. humans as meat peripherals for uncaring machines (the actual AI business model) The Growth Stock Trap: Monopolies must inflate endless bubbles (video, crypto, metaverse, AI) to avoid catastrophic stock revaluation—winning the be...
Ben Thompson says OpenAI does have a business model they aren't embracing: ads.
Ben Thompson says OpenAI does have a business model they aren't embracing: ads.[fm] But that feels fundamentally dangerous in a chat. The question is: how effective can the wall be between ads and orga...
The Coasian theory of the program: what is the ideal size?
...onsumer install). An app has to be big enough to contain within itself a viable business model. But LLMs can produce code cheaply. They are willing to produce itsy bitsy pieces of code that no human would have bothered with if it couldn't be di...
An AI consulting business model for people with a strong personal brand:
An AI consulting business model for people with a strong personal brand: "You'll get 80% the quality of my hands-on consulting for 20% the cost."
It's hard to find a shopping list app to coordinate with your family.
...feature you want. So you end up with no way of coordinating a shopping list. No business model has an incentive to make a great shopping list app, let alone a great one for you.