A strategic analysis of how Palantir embeds in an organization’s decision layer so deeply that the platform becomes part of its operating identity. Eric D. Noren explains why Palantir’s moat isn’t AI or secrecy, but doctrine integration, learning loops, and identity-level lock-in.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/palantir-strategic-formula-identity-moat
Learn more at www.ericdnoren.com.
Additional Links:
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics
AI hasn’t replaced SEO — it’s changed what visibility means. In a world of AI-mediated discovery, brands don’t win by ranking pages, but by being recognizable, resolvable, and trusted by systems and humans alike..
Read the full article on Substack: https://bankshotstrategy.substack.com/p/discoverability-without-search
Learn more at www.ericdnoren.com.
Additional Links:
The Trust Layer: https://bankshotstrategy.substack.com/p/human-vs-machine-trust
Brand Operating System: https://bankshotstrategy.substack.com/p/from-website-to-brand-operating-system
A single slide can look simple while hiding strategic confusion. This essay shows how the Strategic Formula makes a company’s real economics and execution priorities unmistakably clear.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/strategy-needs-a-formula
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
HBR article: https://hbr.org/2025/07/you-should-be-able-to-boil-your-strategy-down-to-a-single-clear-visualization
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
Robinhood erased commissions and collapsed an entire industry’s margin stack. This case study breaks down how zero pricing spread through the market, why the company’s early momentum flattened, and what a defensible moat would require now.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/robinhood-free-trading-case-study
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics
The Trust Layer: https://bankshotstrategy.substack.com/p/human-vs-machine-trust
Why Netflix and Paramount interpret the Warner Bros. acquisition so differently — and how their strategic architectures shape the moment.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/warner-bros-acquisition-strategy-netflix-paramount
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics
A deep dive into the emerging smart-glasses market through the Periodic Table of Business Strategy™. Learn why Apple, Meta, and Google haven’t built a winning formula — and how AI learning loops could tip the balance.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/smart-glasses-strategy
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics
Target is spending $5B on store remodels, but the real problem is strategic drift. CAPEX won’t fix a formula the stores can no longer express.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/target-remodels-strategy-drift
Learn more at www.ericdnoren.com.
Additional Links:
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI chats may reveal how we think, learn, and solve problems more than résumés or interviews. Would you share your last 10 chats to show your potential?
Read the full article on Substack: https://bankshotstrategy.substack.com/p/ai-chat-history-job-interview
Learn more at www.ericdnoren.com.
How JSX built a premium, semi-private airline experience—and why its private-terminal strategy may be both its moat and its ceiling.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/inside-jsx-the-strategy-behind-a-semi-private-airline
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
A practical AI-business-planning framework to protect profits, margins, and advantage using the Strategic Formula, ASI, and Learning-Loop Economics.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/business-plan-ai-era
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI Susceptibility Index: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk
Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics
Allbirds’ revenues are falling and margins shrinking. A strategy analysis shows why the brand lost its edge — and what it must do to survive.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/allbirds-crossroads-strategy-decline-survival
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI Susceptibility Index: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk
Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics
A deep dive into Costco vs. Sam’s strategy. Learn why Costco’s business model compounds scale with demand captivity, while Sam’s relies on scale alone..
Read the full article on Substack: https://bankshotstrategy.substack.com/p/costco-vs-sams-strategy-analysis
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI’s power hunger is forcing Big Tech to build its own energy supply — reshaping who controls the grid behind the future of intelligence.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/silicon-valley-ai-energy-cartel
Learn more at www.ericdnoren.com.
Additional Links:
Goldman Sachs research: https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030?utm_source=chatgpt.com
IAEA Report: https://www.iea.org/reports/electricity-2024
Walmart’s sensors and AI are creating a continuous learning loop across its 4,600 stores — transforming cost leadership into a compounding information advantage.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/walmart-learning-loop-scale-intelligence
Learn more at www.ericdnoren.com.
Additional Links:
Wiliot/Walmart press release: https://www.wiliot.com/wiliot-collaborates-with-walmart-to-transform-retail-supply-chain-with-ambient-iot-and-ai
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI Susceptibility Index: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk
Learning-Loop Economics: https://bankshotstrategy.substack.com/p/learning-loop-economics
As AI reshapes discovery, the website must evolve into a brand operating system — the foundation for trust, experience, and coherence.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/from-website-to-brand-operating-system
Learn more at www.ericdnoren.com.
As AI systems handle discovery, visitors arrive already informed. Learn why UX now means confirmation, coherence, and trust — not exploration.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/new-ux-ai-mediated-web
Learn more at www.ericdnoren.com.
As AI systems shape discovery, credibility shifts from stories to systems. Learn why structured trust, not content volume, drives visibility.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/human-vs-machine-trust
Learn more at www.ericdnoren.com.
Pop Mart’s Labubu went from blind-box toy to global craze. Was it strategy, luck, or taste? Learn why it worked - and why it may not for others.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/labubu-pop-mart-strategy-viral-fad
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
Canva looks like a design tool, but its formula blends subscriptions with a marketplace, multiplies value through network effects, and locks in demand. Here’s how the model works, and where rivals might attack.
Read the full article on Substack: https://bankshotstrategy.substack.com/p/inside-canvas-strategic-formula
Learn more at www.ericdnoren.com.
Additional Links:
Periodic Table of Business Strategy: https://bankshotstrategy.substack.com/p/the-2025-periodic-table-of-business
Strategic Formula: https://bankshotstrategy.substack.com/p/strategic-formula-business-model-strategy-advantage
AI Susceptibility Index: https://bankshotstrategy.substack.com/p/ai-susceptibility-index-how-to-assess-and-mitigate-risk
A cemetery case study shows how the Periodic Table of Business Strategy reveals what others miss. (Article originally published August 14, 2025.)
Read the full article on Substack: https://bankshotstrategy.substack.com/p/your-real-business-model-may-surprise
Learn more at www.ericdnoren.com.