Archive - How They Make Money

📊 PRO: This Week in Visuals

LLY MRK AMGN NVO PFE ANET SNDK TEAM DDOG NET DOCN HUBS FIG KVYO TWLO PAYC AXON MELI DASH CPNG XYZ FI CRCL TOST CART ETSY Z BKNG ABNB MAR EXPE APP TTD…

Aug 8 • App Economy Insights

🚖 Uber: AV Anxiety

Robotaxis enter the equation

Aug 7 • App Economy Insights

🚀 SpaceX: Growth Meets the Bill

Visualizing the massive AI CapEx ramp

Aug 4 • App Economy Insights

📊 Earnings Visuals (7/2026)

Get the quick insights on your favorite companies

Aug 2 • App Economy Insights

📊 PRO: This Week in Visuals

AAPL META V MA ABBV LRCX KO PG ARM KLAC AZN QCOM BA SBUX FTNT UPS CDNS HOOD MDLZ HLT RACE F PYPL COIN LYV CMG YUM HSY RBLX RDDT RIVN SOFI TDOC

Aug 1 • App Economy Insights

July 2026

☁️ Amazon: The CapEx Equation

Jassy makes his case for an even larger AI buildout

Jul 31 • App Economy Insights

💻 Microsoft: The Open-Weight Hedge

Backing frontier labs while Azure hosts their rivals

Jul 29 • App Economy Insights

📊 PRO: This Week in Visuals

INTC GEV TXN AXP TMUS IBM VZ SCHW T LMT NOW MCO GM DPZ AAL AMC

Jul 25 • App Economy Insights

🚖 Tesla: Cash Burn Begins

AI ambitions are outgrowing cash flow

Jul 24 • App Economy Insights

🔎 Google: The $99 Billion Asterisk

Cloud re-accelerates as the backlog hits $514 billion

Jul 23 • App Economy Insights

📊 PRO: This Week in Visuals

TSM ASML JNJ UNH MS GS BLK ABT ISRG UAL

Jul 18 • App Economy Insights

🍿 Netflix: The Battle for Attention

Ads, live programming, and the push to become a daily habit

Jul 17 • App Economy Insights

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts