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About TechBreakdowns
The business of technology is evolving fast—but how do these companies actually make money? How do they scale, compete, and reshape entire industries?
TechBreakdowns goes beyond the headlines to analyze the strategy, business models, and economics of today’s most impactful tech companies.
🔍 What we cover:
✅ How leading tech companies generate revenue and build competitive moats
✅ The business models, strategy, and financials driving innovation
✅ Deep dives into fintech, AI, cloud, streaming, and emerging technologies
📩 Subscribe for free to get:
✔ Weekly insights on tech strategy and business models
✔ Clear, digestible breakdowns—no jargon, no fluff
✔ Case studies on how tech giants win (or fail) in a shifting landscape
💰Paid subscribers get:
✔ Data, models, financial models etc. that were put together for the company in focus
✔ An investment thesis breakdown (revenue, margins, valuation, risks)
✔ Eventually, a TechBreakdowns portfolio
✔ Earnings coverage of key companies
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How TechBreakdowns is structured (for now)…
I go back and forth on what the format should look like, so this is subject to change. Up until it changes, the thinking is that I will focus on one company per month, and maybe updates from time to time.
For the first full month on Substack, the company is Netflix, and barring any changes mid-flight I’m hoping to ship:
The Turning Point – Netflix’s Monetization Focus
The Tech That Makes Netflix Unbeatable
The Content Strategy & Weaknesses
The Future of Netflix & Its Risks
