I remember analyzing Palantir’s business model back in 2019–20 and finding its strategy almost counterintuitive. At a time when Google and Meta had built ...

This is not an earnings write-up.The Business Engineer exists to take the long-term view. It is where we examine the thesis, the potential, and the ...

Every business model transition redefines what defensibility means. SaaS had its own moat vocabulary — seat lock-in, network effects, switching costs on ...

The way we conceptualize professional expertise has evolved dramatically over time. For decades, the business world has relied on mental models that ...

The job of a startup CEO isn't to build products, it's to unlock valuable feedback loops that cut through market noise and reveal the truth.Most founders ...

Most organizations fall into the trap of believing that feedback loops are simply about listening to the market. They collect customer surveys, analyze user ...

Experimentation is expensive. It demands resources, time, and energy that could otherwise be directed toward known, linear paths of progress. When ...

Over the last decade, I've studied thousands of companies, built several tech business models from scratch, and, in the process, developed my unique ...

In the AI Supercycle, I’ve covered how this technological moment looks vastly different from what the web has been, and it might work out, way more, as an ...

I’ve explained how we’re only at the “CapEx phase of AI adoption” so far. And we won’t see actual mass adoption, which is sustainable, until we reach the ...