Hundal Earnings
Exploring how businesses create, capture, sustain, and lose economic value.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 6 months ago | Last Issue | 12 days ago |
| Active | |||||
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hundalearnings.substack.comLatest Issues
Costco Makes Less on Every Sale to Make More
Economic Engine
Costco’s model begins with a deliberate trade. It sells a narrow assortment at low prices and accepts structurally low merchandise margins.
High inventory turnover and warehouse volume make the model work. Purchasing sc...
Microsoft and the Economics of AI Platform Integration
Economic Engine
Microsoft’s economic engine is the integration of enterprise software with cloud infrastructure. Microsoft 365 embeds workflows, Azure supplies compute, and GitHub connects development to cloud workloads. AI services ext...
Oracle and the Economics of AI Cloud Capital Intensity
Economic Engine
Oracle’s economic engine is shifting toward cloud infrastructure while its enterprise software base provides an installed customer network. OCI lets customers consume computing capacity without owning the underlying infr...
Broadcom and the Economics of AI Infrastructure Customization
Economic Engine
Broadcom’s economic engine is increasingly tied to the complexity of data center architecture. As hyperscalers deploy larger AI systems, performance depends on how compute, networking, connectivity and custom silicon ope...
CrowdStrike and the Economics of Security Platform Consolidation
Economic Engine
CrowdStrike creates value by reducing cybersecurity complexity through a cloud native platform spanning endpoint, identity, cloud, data, and security operations. Customers can consolidate fragmented tools while gaining b...
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Exploring how businesses create, capture, sustain, and lose economic value.
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