Framework: Thinking Tools for Strategy & Decisions

TSMC makes the chips inside every iPhone, NVIDIA AI GPU, and AMD processor — commanding 70.4% of the global foundry market. In this episode, we break down TSMC's strengths (record $122B revenue, 2nm mass production), weaknesses (90% Taiwan concentration), opportunities ($56B CapEx, AI supercycle), and threats (Taiwan Strait risk, Intel competition). Whether you're an investor eyeing TSM st...

After 15 years of cumulative losses exceeding $5 billion, Spotify achieved its first full-year profitability in 2025 with €16 billion revenue, 675 million monthly active users, and 250 million premium subscribers across 180+ markets. But behind the milestone, the fundamental business model tension persists: approximately 70% of revenue flows to music labels, constraining gross margins to ~30% whil...

Airbnb delivered its first full profitable year in 2025 with $12.2 billion in revenue (up 10%) and 7 million+ listings across 100,000+ cities. But the company that redefined travel in the 2010s now faces its most existential test: can it stay differentiated when hotels offer style, Booking.com offers everything, and city governments treat short-term rentals like a public health crisis? In this epi...

Chevron's stock is near all-time highs at ~$211, with record production of 4.05 million barrels of oil equivalent per day and the lowest debt-to-equity ratio among oil majors at 0.24. But behind the headline numbers, the second-largest US oil company is making its biggest strategic bet in decades — the $53 billion Hess acquisition for a 30% stake in Guyana's Stabroek block. In this episode...

Delta Air Lines just delivered its best year ever — $63.4 billion in revenue, $5.0 billion in net income, and a loyalty partnership with American Express worth $8.2 billion and growing toward $10 billion by 2029. Premium cabin revenue surpassed economy for the first time, completing a decade-long transformation into a premium travel brand. But just as the numbers hit record highs, the Iran war sen...

Figma crossed $1 billion in revenue growing 41% year-over-year, but the stock has crashed 85% from its high. In this episode, we break down Figma's strategic position in 2026 — from its dominant 38.5% market share and 8-product platform expansion at Config 2025, to the existential threat posed by Google Stitch (a free AI design tool), pricing backlash from users, and the wave of AI-native tool...

Tesla's SWOT analysis for 2025-2026 — from the $1.3 trillion market cap to the NHTSA FSD probe, we break down Tesla's strengths, weaknesses, opportunities, and threats. 🔑 Key Highlights: • Market cap surpasses $1.3 trillion despite delivery challenges • Full Self-Driving under NHTSA investigation • China sales surge 35% while US brand perception declines • Robotaxi launch planned for Aust...