Companies

Company Studies

Understand how great companies build products, make money, form culture, and defend competitive advantages.

AI computing platform

NVIDIA

NVIDIA is best understood as an AI computing platform that combines GPUs, networking, software, developers, and ecosystem partners.

Electric vehicles, energy, and autonomy

Tesla should be studied across automotive manufacturing, energy systems, software, autonomy, and robotics.

AI model and product platform

OpenAI is simultaneously a model lab, product company, platform company, and AI infrastructure demand driver.

Space launch and satellite internet

SpaceX lowers the cost of access to space through reusable rockets and turns launch capability into a communications platform through Starlink.

Consumer electronics, software, and services ecosystem

Apple is not a single hardware product; it is a sticky consumer platform of devices, systems, chips, services, brand, and developers.

AI model and enterprise intelligence platform

Anthropic centers on Claude, emphasizing safety, reliability, interpretability, and enterprise AI workflows.

Foundry and semiconductor manufacturing infrastructure

TSMC is key infrastructure for advanced chip manufacturing, centered on process technology, yield, customer trust, and massive capital expenditure.

Search, advertising, cloud, and AI platform

Google combines search and advertising cash flow, cloud infrastructure, AI research, and global distribution through Android and YouTube.

Insurance, investing, and capital allocation platform

Berkshire is a classic case for insurance float, long-term holdings, acquisitions, and capital allocation.