A media-led intelligence platform decoding business models in tech and legacy markets
Sharpening the edge for operators, investors and founders
Insights from Recent Articles
STARTUP PATTERNS
Contrarian Technology Bets
New ideas create markets and establish a way of doing things. Contrarian ideas directly challenge an established, dominant way of doing things. Like the bet made by a semiconductor chip maker that just went public.
PLAYBOOK
The Challenger's Playbook
A startup is challenging Amazon in the logistics layers where it's extractive while cooperating with it where it's unbeatable. it is developing a coopetition (= cooperation + competition) model that simultaneously supports Amazon’s retail storefront while offering an alternative fulfillment service.
EMERGING MODELS
High-Risk Innovation
The emerging VC model is starting to look different. Some of the largest VC firms are no longer just investing in start-ups and providing the network. They are building entire ecosystems around them. And some of them are making topics of national interest the focus.