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📦 Alibaba: The Great Unbundling
How the Chinese giant will break up its business to unlock shareholder value
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App Economy Insights
💰 Inside Hedge Fund Buys in Q1
Unpacking hedge fund investments of the quarter
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App Economy Insights
3
＄ PayPal & Block: Peer-to-peer
From commerce to P2P, how the two fintech giants make money
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App Economy Insights
🛍️ Shopify: Back to the Main Quest
Exiting logistics to focus on simplifying commerce
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App Economy Insights
♾ Meta: Open Source AI
Engagement improves as the "year of efficiency" unfolds
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App Economy Insights
☁️ Amazon: Everyone gets an LLM
AWS slows down, advertising accelerates, and cash flow improves
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App Economy Insights
2
💻 Microsoft: New Era of Computing
The AI bonanza continues and the latest on the Activision deal
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App Economy Insights
2
📊 Earnings visuals (4/2023)
High-resolution PDF packed with selected earnings of the past month
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App Economy Insights
🔎 Google: Profitable Cloud
And the risks and opportunities of AI-powered search
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App Economy Insights
2
How They Make Money
How They Make Money
A business-focused newsletter for the curious investor and visual thinker.

How They Make Money

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