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Where I share my thoughts about these topics.

How They Actually Make Money

Companies drawn one sheet at a time, each answering a single question: how does this company actually make money? The constraint is the method — if a business model cannot be drawn on one sheet, it has not been understood yet.

Semiconductor industry

The industry I have spent my career inside. Hover to pause, click any plate to see it full size.

Pull out any single link, and the whole industry stopsThe mapPull out any single link, and the whole industry stopsThe foundry that builds everyone else's chipsTSMCThe foundry that builds everyone else's chipsThe one machine no chipmaker can live withoutASMLThe one machine no chipmaker can live withoutThe company that never builds a single chipARMThe company that never builds a single chipHow giving up the factory won the raceAMDHow giving up the factory won the raceHow a rival became a lifelineIntelHow a rival became a lifelineA fee on the network, not just the chipQualcommA fee on the network, not just the chipGetting rich off chips no one remembers installingTexas InstrumentsGetting rich off chips no one remembers installingBuy it mature, cut the fat, raise the priceBroadcomBuy it mature, cut the fat, raise the priceSurviving the cycle that bankrupted almost everyone elseMicronSurviving the cycle that bankrupted almost everyone elseEveryone graduates, everyone staysNvidiaEveryone graduates, everyone staysNo two of them win the same wayThe takeawayNo two of them win the same way

Airlines

An industry that looks the same from the outside and runs on completely different playbooks underneath. Hover to pause, click any plate to see it full size.

Some barely leave their backyard, others chase every horizonThe mapSome barely leave their backyard, others chase every horizonProfit banked before a single passenger boardsIndiGoProfit banked before a single passenger boardsThe bank that also owns some planesAmerican AirlinesThe bank that also owns some planesOne low fare in, many small ones along the wayRyanairOne low fare in, many small ones along the wayWhen volatile oil becomes someone else's problemDeltaWhen volatile oil becomes someone else's problemOut-trading Wall Street on oil, years aheadSouthwestOut-trading Wall Street on oil, years aheadWorth more than the fleet it sits besideQantasWorth more than the fleet it sits besideOne layover connects almost any two cities on EarthEmiratesOne layover connects almost any two cities on EarthFive-star service, protected from its own discount twinSingapore AirlinesFive-star service, protected from its own discount twinWinning by choosing where not to competeSpring AirlinesWinning by choosing where not to competeEarning twice from the same hubEthiopian AirlinesEarning twice from the same hubThe ticket is rarely where the profit livesThe takeawayThe ticket is rarely where the profit lives

These are free to use. Share them, teach with them, put them in a deck — I only ask that the stamp stays on. If you are curious how they are made, or you want the same method applied to your own material, get in touch.

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Reach out if you're curious whether AI fits your daily work.

A sentence or two about what you do is plenty to start.

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gangulyshaumik@gmail.com
Frankfurt am Main
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