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 | 5 | Subscribers | Read | offplatform.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
Listening to Sonos
If you’ve met me in person in 2025 and talked about investing, it’s very likely I’ve spoken to you about my interest in Sonos ($SONO, I’m long the stock). Sonos is sort-of a platform today, and I believe their long-term path to success is g...
OpenAI vs Apple
The market liked yesterday’s Apple Q4 earnings announcement and Q1 forecast, sending the stock to all-time highs. Tim Cook inevitably had to field questions about Apple’s AI strategy, indicating that Apple would look to integrate with more ...
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