Bankshot Strategy - Audio Briefs

A deep dive into Costco vs. Sam’s strategy. Learn why Costco’s business model compounds scale with demand captivity, while Sam’s relies on scale alone.. Read the full article on Substack: https://bankshotstrategy.substack.com/p/costco-vs-sams-strategy-analysis Learn more at www.ericdnoren.com . Additional Links : Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025...

AI’s power hunger is forcing Big Tech to build its own energy supply — reshaping who controls the grid behind the future of intelligence. Read the full article on Substack: https://bankshotstrategy.substack.com/p/silicon-valley-ai-energy-cartel Learn more at www.ericdnoren.com . Additional Links : Goldman Sachs research: https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-da...

Walmart’s sensors and AI are creating a continuous learning loop across its 4,600 stores — transforming cost leadership into a compounding information advantage. Read the full article on Substack: https://bankshotstrategy.substack.com/p/walmart-learning-loop-scale-intelligence Learn more at www.ericdnoren.com . Additional Links : Wiliot/Walmart press release: https://www.wiliot.com/wiliot-collabor...

As AI reshapes discovery, the website must evolve into a brand operating system — the foundation for trust, experience, and coherence. Read the full article on Substack: https://bankshotstrategy.substack.com/p/from-website-to-brand-operating-system Learn more at www.ericdnoren.com .

As AI systems handle discovery, visitors arrive already informed. Learn why UX now means confirmation, coherence, and trust — not exploration. Read the full article on Substack: https://bankshotstrategy.substack.com/p/new-ux-ai-mediated-web Learn more at www.ericdnoren.com .

As AI systems shape discovery, credibility shifts from stories to systems. Learn why structured trust, not content volume, drives visibility. Read the full article on Substack: https://bankshotstrategy.substack.com/p/human-vs-machine-trust Learn more at www.ericdnoren.com .

Pop Mart’s Labubu went from blind-box toy to global craze. Was it strategy, luck, or taste? Learn why it worked - and why it may not for others. Read the full article on Substack: https://bankshotstrategy.substack.com/p/labubu-pop-mart-strategy-viral-fad Learn more at www.ericdnoren.com . Additional Links : Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-perio...

Canva looks like a design tool, but its formula blends subscriptions with a marketplace, multiplies value through network effects, and locks in demand. Here’s how the model works, and where rivals might attack. Read the full article on Substack: https://bankshotstrategy.substack.com/p/inside-canvas-strategic-formula Learn more at www.ericdnoren.com . Additional Links : Periodic Table of Business S...

A cemetery case study shows how the Periodic Table of Business Strategy reveals what others miss. (Article originally published August 14, 2025.) Read the full article on Substack: https://bankshotstrategy.substack.com/p/your-real-business-model-may-surprise Learn more at www.ericdnoren.com.

A 3-step framework to reveal what your strategy is really made of. (Article originally published July 31, 2025.) Read the full article on Substack: https://bankshotstrategy.substack.com/p/how-to-diagnose-your-strategy-in Learn more at www.ericdnoren.com.

Aggregation Theory explained the internet era. Learning-Loop Economics explains the AI era: compounding faster by owning the loop, not just the customer. (Article originally published September 24, 2025.) Read the full article on Substack: https://bankshotstrategy.substack.com/p/learning-loop-economics Learn more at www.ericdnoren.com.

Learn how to combine business model, strategy, and competitive advantage into a one-line formula that explains why companies thrive or fail. (Article originally published September 10, 2025.) Read the full article on Substack: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage Learn more at www.ericdnoren.com.

A practical introduction to the AI Susceptibility Index (ASI): five questions to assess AI risk, common patterns, mitigation playbooks, and a 20-minute worksheet—without revealing the scoring recipe. (Article originally published August 21, 2025.) Read the full article on Substack: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk Learn more at www.eri...

Explore the full Periodic Table of Business Strategy™ — 35 essential elements covering business models, strategies, and competitive advantages. A foundational framework for navigating growth, disruption, and the AI era. (Original article published July 23, 2025.) Read the full article on Substack: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business Learn more at www.ericdno...

Audio edition of the Bankshot Strategy newsletter