Business Models

Exploring how companies allocate resources to make money.

"Rumors of my death have been greatly exaggerated"

Feb 1, 2026

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14 min read

"Rumors of my death have been greatly exaggerated"

Benchmarks for Operators 2/1/26

CJ Gustafson

Nov 25, 2025

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11 min read

A Guide to the Marketplace 'Plus' Model

'Single Player' hooks to corner unfair supply or demand

CJ Gustafson

What is OpenAI’s Path to $500B in Revenue?

Nov 23, 2025

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16 min read

What is OpenAI’s Path to $500B in Revenue?

Benchmarks for operators 11/23/25

CJ Gustafson

The Evolution of Trading Platforms: Prediction Markets and Tokenization

Oct 12, 2025

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24 min read

The Evolution of Trading Platforms: Prediction Markets and Tokenization

Benchmarks for Operators (10/12/25)

CJ Gustafson

Adding Payments to your SaaS Product: A Tactical Playbook

Aug 21, 2025

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8 min read

Adding Payments to your SaaS Product: A Tactical Playbook

A "how to" guide for launching and scaling embedded payments

CJ Gustafson

Jun 8, 2025

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13 min read

It Ain't Much, But It's Honest Work

6/8/25 Benchmarks for Operators

CJ Gustafson

A Deep Dive: The Data as a Service Business Model

May 8, 2025

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10 min read

A Deep Dive: The Data as a Service Business Model

How to build, scale, and monetize vertical data companies

CJ Gustafson

Oct 8, 2024

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9 min read

Outrunning Your Overhead

How service businesses rely on heuristics to pace against fixed costs

CJ Gustafson

Burden of Proof: Guilty Until Proven Innocent

Jul 30, 2024

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5 min read

Burden of Proof: Guilty Until Proven Innocent

And avoiding the Bandwidth Vampires

CJ Gustafson

The Journey from Perpetual Licensing to SaaS

Jul 23, 2024

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11 min read

The Journey from Perpetual Licensing to SaaS

Lessons from the transition, and tactical tips for those embarking

CJ Gustafson

The "Planet Fitness" Era of SaaS is Over

Apr 30, 2024

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10 min read

The "Planet Fitness" Era of SaaS is Over

There’s a dirty secret in Silicon Valley - we make money when you don’t show up.

CJ Gustafson

The Art and Science of Platform Business Models

Apr 25, 2024

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5 min read

The Art and Science of Platform Business Models

Part 4 of 4 in our month long series on Network Effects

CJ Gustafson

Your business model drives your measurement

Nov 7, 2023

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5 min read

Your business model drives your measurement

Picking a Usage Based value metric

CJ Gustafson

Is Instacart really an ad company that delivers groceries?

Aug 29, 2023

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8 min read

Is Instacart really an ad company that delivers groceries?

Don't call it a come back - ads are here to stay

CJ Gustafson

Aug 22, 2023

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6 min read

The B2B SaaS Golden Quadrant

Q2 SaaS buying patterns - ACV vs Transaction Count

CJ Gustafson

Aug 3, 2023

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8 min read

Unbundling billions in niches

Unbundling Craigslist, and the future of niche businesses

CJ Gustafson

Jul 11, 2023

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15 min read

How does AI actually make money?

Is AI accelerating a usage based pricing revolution? An interview with OV's Kyle Poyar

CJ Gustafson

The Art and Science of Investing in Consumer Businesses

Jun 6, 2023

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21 min read

The Art and Science of Investing in Consumer Businesses

Interviewing Turner Novak, Founder of Banana Capital, and Purveyor of Dank Memes

CJ Gustafson

Feb 14, 2023

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7 min read

It's all in the family

The rise of the family office

CJ Gustafson

Tech Enabled vs High Tech Businesses...What's the Difference?

Jun 7, 2022

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8 min read

Tech Enabled vs High Tech Businesses...What's the Difference?

Comparing financial profiles and operating results

CJ Gustafson

May 24, 2022

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7 min read

Ways to monetize your tech

Subscription, consumption, take rates and more

CJ Gustafson

Business Models

"Rumors of my death have been greatly exaggerated"

A Guide to the Marketplace 'Plus' Model

What is OpenAI’s Path to $500B in Revenue?

The Evolution of Trading Platforms: Prediction Markets and Tokenization

Adding Payments to your SaaS Product: A Tactical Playbook

It Ain't Much, But It's Honest Work

A Deep Dive: The Data as a Service Business Model

Outrunning Your Overhead

Burden of Proof: Guilty Until Proven Innocent

The Journey from Perpetual Licensing to SaaS

The "Planet Fitness" Era of SaaS is Over

The Art and Science of Platform Business Models

Your business model drives your measurement

Is Instacart really an ad company that delivers groceries?

The B2B SaaS Golden Quadrant

Unbundling billions in niches

How does AI actually make money?

The Art and Science of Investing in Consumer Businesses

It's all in the family

Tech Enabled vs High Tech Businesses...What's the Difference?

Ways to monetize your tech

yo, btw…