Off-Platform
Sriram VaidhyaPlatform companies own some of the most successful business models of the last 50 years. We'll explore their economics, their dynamics, why many companies want to become platforms, and strategies that work.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | offplatform.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The battle for your checking account
There’s been a lot going on, so you’ve likely missed the ongoing DC tussle happening between Coinbase and the banking lobby over the forthcoming CLARITY Act, a follow up to last year’s GENIUS Act.
2026 Study Notes
Happy new year everyone! Looking forward to a great year of Off-Platform - I’ve got a very long list of companies, platforms, business models and interesting things in the tech world I want to write about in 2026.
The AI orchestration play
I’ve already written about how I believe a key piece of value accrual in AI will start appearing at the app layer. Another piece of that value puzzle is AI orchestration, and this is about to be a big deal.
The Apple/Tencent deal
If you work in business development, this post is for you.
Authors
The writers behind this newsletter.
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