Platform Strategy
How Stripe Built a $95B Platform by Becoming the 'GDP of the Internet'
An inside look at how Stripe's platform strategy transformed it from a simple payments API into the backbone of global digital commerce.
Sarah Chen8 min read
SaaS
How Notion Built a Platform on Top of a Productivity Tool
Notion's journey from note-taking app to ecosystem.
6 min read
Aggregators
The Aggregator Theory: How Google and Meta Dominate Without Owning Content
Understanding aggregation theory and its implications.
7 min read
Fintech
Embedded Finance: Every Company Becomes a Bank
BaaS and embedded finance are reshaping financial services.
7 min read
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SaaS
AI-Native SaaS: The Next Wave of Software
A new generation of software is being built AI-first.
7 min read
SaaS
How Notion Built a Platform on Top of a Productivity Tool
Notion's journey from note-taking app to ecosystem.
6 min read
SaaS
The Vertical SaaS Playbook: Why Specialized Software is Winning
From Toast to ServiceTitan, vertical SaaS companies are outperforming horizontal players.
6 min read
Marketplaces
B2B Marketplaces Are Finally Having Their Moment
After years of false starts, B2B marketplaces are scaling.
5 min read
Marketplaces
The Managed Marketplace Playbook for 2024
How managed marketplaces balance control and scale.
8 min read
Marketplaces
Amazon's Fulfillment Network is Now a Platform Business
FBA has become a standalone logistics platform rivaling UPS.
5 min read
Fintech
Why Neobanks Are Pivoting to Platform Models
From banking apps to financial ecosystems.
6 min read
Fintech
Embedded Finance: Every Company Becomes a Bank
BaaS and embedded finance are reshaping financial services.
7 min read
Fintech
The Infrastructure Layer Powering Modern Fintech
Plaid, Stripe, and the picks-and-shovels strategy.
5 min read
Real Estate
The Rise of Fractional Real Estate Investment Platforms
Democratising access to property investment through tokenisation.
6 min read
Real Estate
Why Property Management Software is the Next Big Vertical SaaS Play
Fragmented market, recurring revenue, massive TAM.
5 min read
Real Estate
Proptech Platforms: Digitising the World's Largest Asset Class
How technology is finally transforming real estate transactions.
7 min read