Bankshot Strategy - Audio Briefs

SpaceX looks unbeatable—but its strategy is also deeply fragile. This essay reveals the interdependent architecture behind launch, Starlink, Starship, and government missions.

Read the full article on Substack: https://bankshotstrategy.substack.com/p/spacex-unbeatable-and-fragile

Learn more at www.ericdnoren.com.

Additional Links:

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

Most companies discover AI pressure only after performance declines. This episode explains the early, often invisible signals that reveal whether AI is starting to threaten your business model — and how to detect them before the metrics move.

Read the full article on Substack: https://bankshotstrategy.substack.com/p/early-signals-ai-threatens-your-business

Learn more at www.ericdnoren.com.

Additional Links:

Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business

AI Susceptibility Index: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk

Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics

A strategic analysis of how Palantir embeds in an organization’s decision layer so deeply that the platform becomes part of its operating identity. Eric D. Noren explains why Palantir’s moat isn’t AI or secrecy, but doctrine integration, learning loops, and identity-level lock-in.

Read the full article on Substack: https://bankshotstrategy.substack.com/p/palantir-strategic-formula-identity-moat

Learn more at www.ericdnoren.com.

Additional Links:

Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage

Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics

AI hasn’t replaced SEO — it’s changed what visibility means. In a world of AI-mediated discovery, brands don’t win by ranking pages, but by being recognizable, resolvable, and trusted by systems and humans alike..

Read the full article on Substack: https://bankshotstrategy.substack.com/p/discoverability-without-search

Learn more at www.ericdnoren.com.

Additional Links:

The Trust Layer: https://bankshotstrategy.substack.com/p/human-vs-machine-trust

Brand Operating System: https://bankshotstrategy.substack.com/p/from-website-to-brand-operating-system

A single slide can look simple while hiding strategic confusion. This essay shows how the Strategic Formula makes a company’s real economics and execution priorities unmistakably clear.

Read the full article on Substack: https://bankshotstrategy.substack.com/p/strategy-needs-a-formula

Learn more at www.ericdnoren.com.

Additional Links:

Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business

HBR article: https://hbr.org/2025/07/you-should-be-able-to-boil-your-strategy-down-to-a-single-clear-visualization

Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage

Robinhood erased commissions and collapsed an entire industry’s margin stack. This case study breaks down how zero pricing spread through the market, why the company’s early momentum flattened, and what a defensible moat would require now.

Read the full article on Substack: https://bankshotstrategy.substack.com/p/robinhood-free-trading-case-study

Learn more at www.ericdnoren.com.

Additional Links:

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

Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics

The Trust Layer: https://bankshotstrategy.substack.com/p/human-vs-machine-trust

Why Netflix and Paramount interpret the Warner Bros. acquisition so differently — and how their strategic architectures shape the moment.

Read the full article on Substack: https://bankshotstrategy.substack.com/p/warner-bros-acquisition-strategy-netflix-paramount

Learn more at www.ericdnoren.com.

Additional Links:

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

Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics

A deep dive into the emerging smart-glasses market through the Periodic Table of Business Strategy™. Learn why Apple, Meta, and Google haven’t built a winning formula — and how AI learning loops could tip the balance.

Read the full article on Substack: https://bankshotstrategy.substack.com/p/smart-glasses-strategy

Learn more at www.ericdnoren.com.

Additional Links:

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

Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics

Target is spending $5B on store remodels, but the real problem is strategic drift. CAPEX won’t fix a formula the stores can no longer express.

Read the full article on Substack: https://bankshotstrategy.substack.com/p/target-remodels-strategy-drift

Learn more at www.ericdnoren.com.

Additional Links:

Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage

AI chats may reveal how we think, learn, and solve problems more than résumés or interviews. Would you share your last 10 chats to show your potential?

Read the full article on Substack: https://bankshotstrategy.substack.com/p/ai-chat-history-job-interview

Learn more at www.ericdnoren.com.