Sitemap - 2026 - onStrategy
(#175) The Frontier and the Followers. Why the 21st century will be 🇺🇸 American, not Chinese
(#174) META takes “search”; Allbirds (a shoe company) is now a GPU-as-a-service company 🫠
(#172) 📉on mega IPOs; 🤖 on Perplexity and 🍏Apple at 50
(#171) on the SpaceX IPO 🚀; on inflation 📈
(#170) 🏎️ Ferrari and the economics of scarcity; 🎢 The unbundling of Disney
(#169) OpenAI has a strategy; SAP has changed its business model; and Pinterest's options
(#168) The SaaSpocalypse is a pricing problem
(#167) 🏎️ Formula's One new strategy; ⏱️ on Rolex' strategy
(#166) 💻 AI turns software into labor; 🚗 Why Europe doesn't have a Tesla
(#165) New Apple MacBook? The $699 Trojan Horse
(#164) 🧐 The 30-person company scaling to 500 Million users
(#163) Microsoft’s AI identity crisis; 🚘 Tesla’s farewell to the Model S & X
(#162) 🚀 SpaceX is preparing the IPO of the decade
(#161) Sony, TCL, and the Unbundling of Hardware and Brand
(#160) 🏥 Why ChatGPT enters Health; 🚘 “Full Self-Driving” - as a subscription
(#159) Why META bought Manus AI; Lessons from Google’s comeback