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Bankshot Strategy - Audio Briefs
Bankshot Strategy - Audio Briefs episodes
- Inside JSX: Why the Semi-Private Airline Can’t Scale Like the Majors
How JSX built a premium, semi-private airline experience—and why its private-terminal strategy may be both its moat and its ceiling.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/inside-jsx-the-strategy-behind-a-semi-private-airline
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
16 min - How to Write a Business Plan for the AI Era
A practical AI-business-planning framework to protect profits, margins, and advantage using the Strategic Formula, ASI, and Learning-Loop Economics.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/business-plan-ai-era
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
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
10 min - Allbirds at a Crossroads: Why the Brand Lost Its Edge and What It Must Do to Survive
Allbirds’ revenues are falling and margins shrinking. A strategy analysis shows why the brand lost its edge — and what it must do to survive.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/allbirds-crossroads-strategy-decline-survival
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
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
18 min - When Scale Meets Scale: Why Demand Captivity Decides the Winner
A deep dive into Costco vs. Sam’s strategy. Learn why Costco’s business model compounds scale with demand captivity, while Sam’s relies on scale alone..
Read the full article on Substack: https://bankshotstrategy.substack.com/p/costco-vs-sams-strategy-analysis
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
11 min - Silicon Valley Is Quietly Becoming an Energy Cartel
AI’s power hunger is forcing Big Tech to build its own energy supply — reshaping who controls the grid behind the future of intelligence.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/silicon-valley-ai-energy-cartel
Learn more at www.ericdnoren.com.
Additional Links:
Goldman Sachs research: https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030?utm_source=chatgpt.com
IAEA Report: https://www.iea.org/reports/electricity-2024
10 min - Walmart’s Learning Loop: How the Retail Giant Is Turning Scale into Intelligence
Walmart’s sensors and AI are creating a continuous learning loop across its 4,600 stores — transforming cost leadership into a compounding information advantage.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/walmart-learning-loop-scale-intelligence
Learn more at www.ericdnoren.com.
Additional Links:
Wiliot/Walmart press release: https://www.wiliot.com/wiliot-collaborates-with-walmart-to-transform-retail-supply-chain-with-ambient-iot-and-ai
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
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
11 min - The Brand Operating System: How AI Is Redefining Digital Strategy
As AI reshapes discovery, the website must evolve into a brand operating system — the foundation for trust, experience, and coherence.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/from-website-to-brand-operating-system
Learn more at www.ericdnoren.com.
9 min - The New UX: Designing for Humans Who Already Know
As AI systems handle discovery, visitors arrive already informed. Learn why UX now means confirmation, coherence, and trust — not exploration.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/new-ux-ai-mediated-web
Learn more at www.ericdnoren.com.
8 min - The New Marketing Divide: Human vs. Machine Trust
As AI systems shape discovery, credibility shifts from stories to systems. Learn why structured trust, not content volume, drives visibility.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/human-vs-machine-trust
Learn more at www.ericdnoren.com.
10 min - Why Labubu Went Viral: The Strategy Behind Pop Mart’s Collectible Craze
Pop Mart’s Labubu went from blind-box toy to global craze. Was it strategy, luck, or taste? Learn why it worked - and why it may not for others.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/labubu-pop-mart-strategy-viral-fad
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
10 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.