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onStrategy

Sorin Anagnoste

Applied Business Strategy. (Strategy | Tech | Business models)

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues179Founded4 years agoLast Issue7 days ago
Active

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Latest Issues

(#178) Birth decline & smartphones go hand in hand

Dear OnStrategy Reader,

Here is what you will find in this issue:

  1. Yes, it’s the phones!

  2. The status of AI job automations in 2025

  3. The two Europes

  4. On the fertility front …in China

  5. Meta’s Interface, Palantir Tec...

7 days ago
3

(#177) The globalization of cheap sugar

Dear OnStrategy Reader,

Here is what you will find in this issue:

  1. The globalization of cheap sugar

  2. Google’s Fitbit Air is not really a smartwatch competitor.

  3. The magic of “boring businesses”: pet shops

  4. Amazon Supply...

14 days ago
3

(#176) NVIDIA’s push into Physical AI; about Vinted or why people buy second-hand

Dear OnStrategy Reader,

Here is what you will find in this issue:

  1. Vinted or why people buy second-hand

  2. NVIDIA’s push into Physical AI brings new winners

  3. Germany’s growth is around…zero

  4. What Tim Cook meant for Apple...

21 days ago
1

(#175) The Frontier and the Followers. Why the 21st century will be 🇺🇸 American, not Chinese

Dear OnStrategy Reader,

Greetings from Boston, 🇺🇸!

Onto the (short) update:


End of an era: on Apple's old and new leadership

For 15 years, closes one of the most successful "operator eras" in business history. As per "Apple...

a month ago
3

(#174) META takes “search”; Allbirds (a shoe company) is now a GPU-as-a-service company 🫠

Dear OnStrategy Reader,

Here is what you will find in this issue:

  1. Meta takes “search”

  2. on Allbirds

  3. back on UBER 🚕

  4. Regulation drives innovation away

  5. 🍵 Matcha is sooo...yesterday (sort of)

  6. [Essay] The fut...

a month ago
1

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  • Sorin Anagnoste

    Strategy | Business Models | Tech

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