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Framework
Recent funding rounds
Analyze companies that have recently secured significant investment, identifying
Framework
Industry timing arbitrage
Apply newly developed technology from one industry to another that hasn't yet ad
Framework
Acqui-Deaths
Identify opportunities created when large companies acquire startups, potentiall
Framework
Three-Star reviews
Find business opportunities by analyzing moderately satisfied customers' feedbac
Framework
Niche down
Focus on a highly specific market segment or customer base, becoming a specialis
Framework
Clayton Christenson model of disruptive innovation
Start with a big market that's ripe for disruption. Look for industries where cu
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— Jim Barksdale, former CEO of Netscape"There are only two ways to make money in business: one is to bundle; the other is unbundle."
Substack applied the Network Effects mental model
Substack applied the Narrative mental model
Substack applied the Perceived Value mental model
Substack applied the Scale mental model
Substack applied the Environment mental model
Substack applied the Value Chain Analysis mental model