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102 analyses · Business ModelThe Money Machine
Enron Made $100 Billion in Revenue and Kept 2 Cents on the Dollar. The Math Was the Fraud.
Enron
The Money Machine8 min
Robinhood's $1.11B in Interest Income Makes Falling Rates Its Biggest Risk
Robinhood
The Money Machine8 min
Stripe Keeps 40 Cents on a Hundred Dollars. That's Not the Business — It's the Doorway.
Stripe
The Money Machine8 min
Netflix Makes Money the Boring Way. The Exciting Stories Are a Distraction.
Netflix
The Money Machine8 min
Subscription Fatigue Is Two Stories Fused Into One — Only One Is a Crisis
The Subscription Economy
The Money Machine8 min
Amazon Revealed the $31B Ad Business Hiding Inside the Store — and 200+ Networks Followed
Retail Media
The Money Machine8 min
Spotify Was Supposed to Lose to Apple. Then It Stopped Renting Apple's Road.
Spotify vs Apple Music
The Money Machine8 min
Snap's Ad Drag Sits in the Wrong Half of the Funnel and the Wrong Half of the World
Snap
The Money Machine8 min
WhatsApp Already Runs a B2B Toll Booth: Paid Messaging Past $3 Billion, Growing 59% a Year
Meta
The Money Machine8 min
Meta Sells Attention — $164.5 Billion of It, at Margins That Absorb an $80 Billion Metaverse
Meta
The Money Machine8 min
CrowdStrike's Whole Business Is One Number: How Many Modules Did You Turn On?
CrowdStrike
The Money Machine8 min
Roblox Sells Robux at a Penny and Buys Them Back at a Third of a Cent
Roblox
The Money Machine8 min
Fortnite Gives the Game Away. The Money Is in the Currency You Buy to Spend Inside It.
Epic Games
The Money Machine8 min
Dell Got Paid Before It Paid Its Suppliers. The Trick Was Born of Being Broke.
Dell
The Money Machine8 min
Snowflake Sells "Pay Only For What You Use." Most of Its Money Is Prepaid.
Snowflake
The Money Machine8 min
TSMC's 69.9% Share Rests on a 1987 Promise: Every Customer's R&D Becomes a Switching Cost
TSMC
The Money Machine8 min
Broadcom's Machine: Buy the Monopoly, Cut to the Bone, Reprice the Captive Customers
Broadcom
The Money Machine7 min
Home Depot Stacked RDCs, an MRO Distributor, and an $18.25B Arm on the Same Pro Customer
Home Depot
The Money Machine8 min
Trader Joe's Runs Private Label at Low-20s Margins and Hands the Difference to Shoppers
Trader Joe's
The Money Machine7 min
Etsy's Sales Fell 6%. Its Revenue Went Up. That Gap Is the Whole Strategy.
Etsy
The Money Machine7 min
Chewy Can't Out-Logistics Amazon. So It Made You Stop Deciding.
Chewy
The Money Machine8 min
Dollar General's Operating Profit Fell 26.5%, Then Another 29.9% — From Inside the Model
Dollar General
The Money Machine7 min
WeWork's S-1 Ledger: $47 Billion in Lease Obligations, $4 Billion in Committed Revenue
WeWork
The Money Machine7 min
Stripe Could Have IPO'd Years Ago. It Built a Private Liquidity Machine Instead.
Stripe
The Money Machine8 min
Regulators Came for the Confetti. The Real Target Was the Money Machine Underneath.
Robinhood
The Money Machine8 min
Square Charges 2.6% and Keeps About 1.1%. The Other 1.5% Was Never the Point.
Block (Square)
The Money Machine7 min
DoorDash Barely Makes a Dime Moving Food. That Was Always the Plan.
DoorDash
The Money Machine7 min
The Stream Pays Two-Thirds to the Music. Most of That Stops at Universal.
Universal Music
The Money Machine8 min
Bloomberg's $31,980 Terminal Is the Business; the Journalism Is Its Brand Insurance
Bloomberg
The Money Machine7 min
Vice's $5.7 Billion Valuation Rested on an Audience That Belonged to Other Websites
Vice Media
The Money Machine8 min
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