55 chunks · 45 episodes
...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...
...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? 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 ...
...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.
...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.[fm] But that feels fundamentally dangerous in a chat. The question is: how effective can the wall be between ads and orga...
...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...