61 chunks · 49 episodes
... in its Wile E Coyote moment. No amount of flailing arms will save it. The Silo business model only worked in a world of expensive software. Users don't want to be able to be locked out of their data… it was just that there was no good option w...
Saas business models were much more insulated from price competitiveness than tokens are. Saas business models are only nominally about the value of the software. Provid...
The dominant software business model today is downstream of a random security decision made in 1994 as a hot fix.
Google's success is what made ads the default business model for the consumer internet. Before that it wasn't clear what would end up winning; afterwards it became inevitable. Ads need eyeballs, so it meant tha...
Interesting essay from Cory Doctorow about Amazon's business model. "Of all the ingenious, innovative ways that Amazon came up with to make money, the most successful is a scam that makes everything you buy more expe...
...e-coding to forcibly de-enshittify a niche category of software, collapsing the business model of these scammers. This app holding me hostage is the apotheosis of a dynamic at the core of all same-origin software: the silo arbitrage. The more s...
...yments margin plus being a supernaturally sticky system of record is a powerful business model. But once payments became a viable business model, it subsidized the Cambrian explosion of vertical Saas.
A product that is aligned with human value and also has an aligned business model, it's inherently resonant.
If your mission and business model are not aligned, you'll tear yourself apart. A PBC charter puts your mission into your charter, so they can't be at odds.
The business model and the opportunity set the curve.
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. These aren't long-tail needs. They're just hard to build normal software for in a profitable way.
...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 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: 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...
Your business model is your destiny.
...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...
...[bz] Software for cozy communities is radically underserved by current software business models.
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. This is one of Warren Buffet's favorite tricks. Two businesses that look superficially similar but differ in this key dim...