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Bankshot Strategy - Audio Briefs
Bankshot Strategy - Audio Briefs episodes
- The Neoglomerate's Advantage Is Greater Than Its Parts
A neoglomerate’s AI advantage belongs to the portfolio, not any company in it, which changes how each business is valued, held, and sold.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/neoglomerate-ai-advantage
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8SThis audio presentation was generated using AI from the author’s own voice.
10 min - Build-A-Bear's Real Risk Is the Buyers Who Don’t Need the Build
Build-A-Bear’s leases are its best-documented risk, but the break starts elsewhere: gift, teen, and adult buyers moving to finished plush without the build.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/build-a-bear-breakpoint-analysis
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8S
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
Strategic Breakpoint Analysis: https://bankshotstrategy.substack.com/p/strategic-breakpoint-analysisThis audio presentation was generated using AI from the author’s own voice.
16 min - Buc-ee's and the AI Agent in the Passenger Seat
Buc-ee's loyalty has no switching cost. As personal AI agents plan road trips from live data, its new stores outside Texas are the most exposed.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/bucees-loyalty-ai-agents
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8S
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage17 min - Another Kind of AI Fable
A time traveler goes back to 2022 to prevent AI catastrophe. Each change erases her map. A fable on why success and failure look the same from inside.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/ai-catastrophe-time-traveler-fable
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8SThis audio presentation was generated using AI from the author’s own voice.
7 min - Base Power Company Looks Like One Bet. It's Two.
Base Power runs two strategic formulas on one fleet: utility tolling where co-ops hold dispatch, and a household price promise its trading book must fund.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/base-power-one-bet-or-two
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8S
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantageThis audio presentation was generated using AI from the author’s own voice.
19 min - The Ten-Minute AI Visibility Diagnostic
Today's brief examines why two brands failing at AI visibility can look identical on a dashboard — one never named in ChatGPT's own search query, the other fetched and never credited — and offers the ten-minute test that tells them apart, because the two failures need opposite budgets.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/ten-minute-ai-visibility-diagnostic
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8SThis audio presentation was generated using AI from the author’s own voice.
11 min - AI Visibility Starts With Your Category Label
ChatGPT names brands in its own search query before it fetches a page. New evidence puts a decisive share of AI visibility before retrieval — and revises the pipeline I published in May.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/ai-visibility-category-label
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8SThis audio presentation was generated using AI from the author’s own voice.
21 min - Strategy Advice Never Fails
Strategy advice is never scored against outcomes. No falsifiers, no retired methods — why consulting diagnoses never fail, and the one-paragraph fix.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/strategy-advice-never-fails
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8S
Advisory: https://www.ericdnoren.com/advisoryThis audio presentation was generated using AI from the author’s own voice.
14 min - The Capital Plan Is the Binding Strategy Document
Financial Footprint Mapping locates where a strategic formula surfaces on the financial statements. The capital plan is the binding strategy document.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/financial-footprint-mapping
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8S
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantageThis audio presentation was generated using AI from the author’s own voice.
19 min - The Moat That Only Works If Nobody Writes It Down
Supply advantage looks like one condition, but AI can now learn the half of it that used to survive because nobody could write it down.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/supply-advantage-ai-moat
Learn more at www.ericdnoren.com.
Additional Links:
Buy the Book: https://www.amazon.com/dp/B0H2YV2P8S
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-businessThis audio presentation was generated using AI from the author’s own voice.
12 min
About Bankshot Strategy - Audio Briefs
From the publisher's feed
A business strategy podcast about AI, competitive advantage, business models, and marketing strategy in the AI era. Eric D. Noren, author of The Strategic Formula and creator of the Periodic Table of…
Business Strategy, analyzes how companies grow, defend market position, and adapt during technological change. Episodes are adapted from the Bankshot Strategy newsletter and focus on practical strategic thinking for executives, operators, founders, and marketers.