Bankshot Strategy - Audio Briefs

Bankshot Strategy
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Short, practical takes on strategy, AI, and digital growth — from Eric D. Noren, creator of the Periodic Table of Business Strategy™. Each episode is an audio edition of the Bankshot Strategy newsletter, exploring how business models, competitive advantage, and technology evolve in the AI era.

  1. 2D AGO

    Nvidia Isn't Losing. It Might Not Notice Until It Has.

    Nvidia's CUDA moat isn't a fixed asset — it's a forward-accumulating condition. A Strategic Breakpoint Analysis of the failure mode hiding inside AI's dominant infrastructure franchise. Read the full article on Substack: https://bankshotstrategy.substack.com/p/nvidia-cuda-strategic-breakpointLearn more at www.ericdnoren.com.Additional Links:Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantageStrategic Breakpoint Analysis: https://bankshotstrategy.substack.com/p/strategic-breakpoint-analysis

    10 min

  2. APR 1

    Prediction Markets vs Sportsbooks: Why the Sportsbook Is Dead

    Sportsbooks have no moat. Prediction markets do — but one Supreme Court ruling could erase it. A structural analysis of the regulatory fight over wagering.Read the full article on Substack: https://bankshotstrategy.substack.com/p/prediction-markets-vs-sportsbooksLearn more at www.ericdnoren.com.Additional Links:Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-businessStrategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage

    15 min

  3. MAR 25

    Your Pricing Strategy Doesn't Work on AI Agents

    AI agents don't respond to abandoned cart emails, exit-intent discounts, or negotiation tactics. If your margin depends on what customers don't know, agentic commerce has already found your floor. Read the full article on Substack: https://bankshotstrategy.substack.com/p/pricing-strategy-ai-agentsLearn more at www.ericdnoren.com.

    13 min

  4. MAR 18

    Find Your Company's Strategic Breakpoint

    Learn what a strategic breakpoint is and how dependency drift weakens a strategy’s internal logic long before revenue reflects the change.Read the full article on Substack: https://bankshotstrategy.substack.com/p/strategic-breakpoint-analysisLearn more at www.ericdnoren.com.Additional Links:Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-businessStrategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantageAI Susceptibility Index: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk

    17 min

  5. MAR 11

    More Content is Not the Answer to AI Visibility

    Content velocity no longer compounds AI visibility. Refresh strategies increase redundancy, collapse confidence, and make brands easier for AI systems to generalize past. Read the full article on Substack: https://bankshotstrategy.substack.com/p/more-content-is-not-the-answer-to-ai-visibility Learn more at www.ericdnoren.com.

    10 min

  6. MAR 4

    Learning Speed Is the New Marketing Advantage

    Why faster learning now drives marketing outcomes more than optimization, and how AI shifts teams from A/B testing to live learning systems. Read the full article on Substack: https://bankshotstrategy.substack.com/p/learning-loop-marketing Learn more at www.ericdnoren.com. Additional Links: Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics

    12 min

  7. FEB 25

    When Real Estate Markets Offer Choice Before Visibility

    Fragmented listings promise choice but shift hidden costs to buyers. A structural look at how private discovery reshapes real estate markets. Read the full article on Substack: https://bankshotstrategy.substack.com/p/choice-before-visibility-real-estate Learn more at www.ericdnoren.com. Additional Links: https://www.businessinsider.com/compass-ceo-robert-reffkin-zillow-war-homebuying-real-estate-2025-12

    11 min

  8. FEB 18

    Why AI Underperforms in Most Organizations

    Most organizations already have the data they need. AI fails when feedback lacks authority—when insights inform decisions but aren’t allowed to force change. Read the full article on Substack: https://bankshotstrategy.substack.com/p/ai-feedback-authority Learn more at www.ericdnoren.com.

    9 min
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Short, practical takes on strategy, AI, and digital growth — from Eric D. Noren, creator of the Periodic Table of Business Strategy™. Each episode is an audio edition of the Bankshot Strategy newsletter, exploring how business models, competitive advantage, and technology evolve in the AI era.

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