When Software as a Service (SaaS) products scale, it might be tempting to think that traditional unit economics rules no longer apply. Expectations of economies of scale further fuel this notion. Yet, ...

We believe the industry’s broad interpretation of Jensen’s Law — “Jensen’s Law accelerates Moore’s Law” — understates a fundamental economic reality of artificial intelligence factories. Nvidia Corp.

With the growth of organizations operating at cloud scale, the challenges associated with managing cloud spend complexity have commensurately risen. A common struggle of optimizing cloud spend is to ...

Starbucks Corporation SBUX is strategically reshaping its store base in North America, with management positioning strategic closures and portfolio pruning as a lever to improve underlying unit ...

Serve Robotics SERV is betting that its third-generation (Gen-3) delivery robots will materially accelerate unit-level economics as the company scales nationally. Early operational data suggests this ...