onStrategy
Sorin AnagnosteApplied Business Strategy. (Strategy | Tech | Business models)
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 182 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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(#181) Berkshire Hathaway vs. SoftBank Group
Dear onStrategy reader,
This is the last edition of this newsletter.
In more than 180 issues and more than three years, On Strategy became my go-to place to share ideas, comment on news, and think through implications. Over time, though,...
(#180) GoPro is dead, and they know it
Dear OnStrategy Reader,
Here is what you will find in this issue:
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GoPro is dead, and they know it
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Case study: Amazon - AI usage is not AI value
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Robinhood’s agentic can trade 24/7…for your
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Europe and (bad) demograph...
(#179) Has Apple missed “the band” form?
Dear OnStrategy Reader,
Here is what you will find in this issue:
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Has Apple missed “the band” form?
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Anyone serious about hardware should make its software
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on Google‘s search agents will increase its TAM
Onto the updat...
(#178) Birth decline & smartphones go hand in hand
Dear OnStrategy Reader,
Here is what you will find in this issue:
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Yes, it’s the phones!
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The status of AI job automations in 2025
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The two Europes
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On the fertility front …in China
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Meta’s Interface, Palantir Tec...
(#177) The globalization of cheap sugar
Dear OnStrategy Reader,
Here is what you will find in this issue:
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The globalization of cheap sugar
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Google’s Fitbit Air is not really a smartwatch competitor.
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The magic of “boring businesses”: pet shops
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Amazon Supply...
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