Business Models

sari and

How To (Actually) Calculate CAC at andrewchen

andrewchen.com andrewchen.com

Jordan Bester

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Steve Jobs negotiates Apple's deal with Microsoft July 24, 1997

Internal Tech Emails

twitter.com

Jordan Bester

Six Ways New Social Companies Will Monetize | Andreessen Horowitz

Anne Lee Skates a16z.com

sari

Very few people know how apps make money. Fewer understand that Apple is a piece of shit for pulling the absolutist, crappy move called ATT which crippled the industry. Here's a simplistic explanation on how millions of app developers monetise in the ~$100B+ app ads market:

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sari

Publishers and the Smiling Curve

Stratechery stratechery.com

Tekelala

Aligning Business Models to Markets

Kevin kwokchain.com

sari

Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]

open.spotify.com

Juan Orbea

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The real villain here is Google. Google found one of the very best business models of all time, skimming all the surplus profit off of the entire free open internet. This is the natural end state of that process.