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Business Model Logic

Alex Oppenheimer

Business Modeling, Finance, Valuation, Investing, Operations

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues60Founded6 years agoLast Issue6 days ago
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alexoppenheimer.substack.com
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Latest Issues

Design the Wave. Don't Just Ride it.

Most founders think pricing is how they collect money. It is. But that’s the smaller half of the job. Pricing is an engagement mechanism. It teaches your customers how to behave, and they learn the lesson whether or not you meant to teach i...

6 days ago
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You're Not in a Funk

You feel off. You can’t say exactly why. Work is fine, your health is fine, nothing is wrong on paper. So you call it a funk and you wait for it to pass.

Most funks are not funks. They are missed turns. You are running a mode that the mome...

13 days ago
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The Difference Between a Line and a Curve

A few months ago I argued that the greatest business model of the last twenty years was breaking. Enterprise SaaS, the seemingly bottomless gold mine, finally running into math it could not out-grow. A lot of people read it. Almost nobody a...

a month ago
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The Single Player and the Network

Social media is broken. You already know this. But there’s one exception, and once I noticed it I couldn’t stop noticing it.

Strava is the last real social network left.

Not the biggest. Not the loudest. But the only one where I open th...

2 months ago
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Getting Hired and Hiring Are Both Broken (and the Fix Is the Same)

Someone told me a story recently. A remote company ran a candidate through multiple rounds of Zoom interviews, made an offer, and scheduled onboarding. When the person showed up, it was a different guy. He had paid someone else to interview...

2 months ago
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  • Alex Oppenheimer

    Finance geek, engineer, investor. Former @NEA @MorganStanley @Monday @Stanford

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