Business Model Logic

Business Modeling, Finance, Valuation, Investing, Operations

By Alex Oppenheimer

· Over 1,000 subscribers

Business Model Logic

The Difference Between a Line and a Curve
Why software, venture, and a lot of careers are all about to get sorted
1 hr ago•Alex Oppenheimer

The Single Player and the Network
Strava Is the Last Real Social Network.
Jun 9•Alex Oppenheimer

Getting Hired and Hiring Are Both Broken (and the Fix Is the Same)
AI didn’t break hiring. It dissolved the friction that was hiding how broken it already was.
Jun 1•Alex Oppenheimer

Most Popular

Directional Valuation
Sep 18, 2022•Alex Oppenheimer

Valuation and Primary Capital
Nov 14, 2022•Alex Oppenheimer

The Revenue Multiple
Aug 17, 2022•Alex Oppenheimer

Expensive Options and Losing Big
Dec 28, 2022•Alex Oppenheimer

Inventing ARR
May 13, 2024•Alex Oppenheimer

What is NRR and why does it matter?
May 19, 2024•Alex Oppenheimer

Latest

You’re Not Behind. You’re Early.
Why every powerful new technology takes a generation to become useful, and what to do about it now
May 13•Alex Oppenheimer

Sticks, Stones, and Light Speed
A 250-year arc, and why the safest career path just became the riskiest
May 7•Alex Oppenheimer

The Focus Spectrum
Not all productivity requires deep focus. Some of it requires the right kind of distraction.
Apr 14•Alex Oppenheimer

The Compounding Tax
Why awareness is the only edge you have when everything else is compromised
Mar 25•Alex Oppenheimer

Subprime Collapse 2: The Venture Capital Adventure
How mega-funds and inflated seed caps are recreating the 2007 housing crisis in Silicon Valley.
Mar 23•Alex Oppenheimer

How the leverage of financial translation evolved from bloated banking teams to a single founder armed with AI
Mar 16•Alex Oppenheimer

The Early-Stage Team You Need: Athlete + Advisor
You need C-suite strategy, but can only afford junior execution. Here is how to fix the gap without blowing your burn rate
Mar 2•Alex Oppenheimer

The SaaS-pocalypse and AI Margin Inversion
For 20 years, Enterprise SaaS was the greatest business model on earth. Today, the math is breaking. Here is what comes next.
Feb 24•Alex Oppenheimer