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.
Bankshot Strategy - Audio Briefs
Claim This Podcastby Bankshot Strategy
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51 episodes
Updated Daily
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Podcast Overview
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.
Language
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Publishing Since
10/28/2025
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Recent Episodes
July 1, 2026
Inside AWS's Two AI Businesses, Built for Opposite Risks
<p>AWS's $50 billion OpenAI deal protects Bedrock, not its compute business, which never depended on OpenAI to begin with.<br>Read the full article on Substack: <a href="https://bankshotstrategy.substack.com/p/aws-bedrock-openai-deal" target="_blank" rel="noopener nofollow">https://bankshotstrategy.substack.com/p/aws-bedrock-openai-deal</a><br>Learn more at <a href="http://www.ericdnoren.com/" target="_blank" rel="noopener nofollow">www.ericdnoren.com</a>.</p>
June 24, 2026
Salesforce Chooses the Form of its Destructor
<p>Agentforce hit $1B ARR. It's also dismantling the revenue mechanism Salesforce's subscription model depends on. A structural diagnosis.<br>Read the full article on Substack: <a href="https://bankshotstrategy.substack.com/p/salesforce-agentforce-structural-risk" target="_blank" rel="noopener nofollow">https://bankshotstrategy.substack.com/p/salesforce-agentforce-structural-risk</a><br>Learn more at <a href="http://www.ericdnoren.com./" target="_blank" rel="noopener nofollow">www.ericdnoren.com.</a><br><strong>Additional Links</strong>:<br>Strategic Formula: <a href="https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage" target="_blank" rel="noopener nofollow">https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage</a><br>Strategic Breakpoint Analysis: <a href="https://bankshotstrategy.substack.com/p/strategic-breakpoint-analysis" target="_blank" rel="noopener nofollow">https://bankshotstrategy.substack.com/p/strategic-breakpoint-analysis</a></p>
June 17, 2026
The AI Supply Chain Starts With ASML. The Value Ends With Nvidia.
<p>ASML holds a monopoly on the machines that make AI's chips. Nvidia is worth multiples more. The gap isn't about execution — it's about Supply vs. Demand advantage.<br />Read the full article on Substack: <a href="https://bankshotstrategy.substack.com/p/asml-supply-advantage-horizon" target="_blank" rel="ugc noopener noreferrer">https://bankshotstrategy.substack.com/p/asml-supply-advantage-horizon</a><br />Learn more at <a href="http://www.ericdnoren.com./" target="_blank" rel="ugc noopener noreferrer">www.ericdnoren.com.</a><br /></p>
51 total episodes available
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- What is Bankshot Strategy - Audio Briefs?
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This podcast updates daily.
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