How They Make Money readers separate signal from noise. Noise is hype and speculation. Every quarter, companies show what’s working and what’s not. My job is to help you see the full picture in seconds. 🔥 Premium is now $99 for the year (normally $199). A whole year of research and thousands of visuals, including:
What exactly do you get with Premium? 🤔Here’s a sample of what Premium members get access to:
Let’s review four market trends we recently covered for Premium members 1. Power is the new moatPower is emerging as the most important resource in AI. Hyperscalers and AI labs are racing to secure sites with the holy trinity of infrastructure:
Because the grid is finite and expanding takes a long time, these prime locations are becoming unbreachable geographic moats. Securing a site is just the first step. The ultimate goal is to convert raw watts into profitable revenue, following a brutal dependency chain: Power → Data Center → Silicon → Model → Apps Miss the first rung, and the entire stack collapses. Inside the walls, the moat widens: modern accelerators push racks past the limits of air cooling, making direct liquid cooling and water management core engineering advantages. Utilization drives everything. High load pushes cost-per-query down and margins up. Low load turns depreciation and power contracts into deadweight.
2. How AV economics change the gameThere is a big focus on Tesla’s opportunity in autonomy, but what about everyone else? That’s the opportunity to unfold expected long-term unit economics for rideshare businesses and to put it in context with new growth opportunities like food delivery and groceries. From partner-owned AVs to leased fleets, to first-party autonomy, we look at potential fee structures and margins. Oh, and did we mention fintech integration, with superapps like Grab going beyond mobility and delivery in Southeast Asia?
3. The battle for augmented realityAI is about to make a lot of wearables ‘smart.’ Meta’s Ray-Bans have sold over 2 million pairs since their October 2023 launch, and Zuck aims to produce 10 million per year by the end of 2026. So we broke down partnerships like Meta + EssilorLuxottica and Google + Warby Parker, or what might be cooking at Apple.
4. New IPOs (and why to be cautious)With Premium, you get business breakdowns on high-profile new public companies, which is timely as the IPO market ramps up. In the past year, that included CoreWeave, Chime, Klarna, Circle, and Figma. It’s the perfect place to get your S-1 teardown with the key datapoints you should know, what the market might be missing, and what to watch in the coming quarters. We also always have a word of caution, as new IPOs typically aren’t the best place to invest, and it’s usually best to wait a few quarters. A great reminder as we watched Figma stock surge to $143 shortly after going public, only to reverse course and trade near its $33 IPO price.
Analyzing companies takes time. Powerful visuals cut through the noise and help you invest with confidence. Each chart tells a story, turning complex data into actionable insights. Save time and make smarter decisions. Get Premium today to track 200+ market leaders with ease and stay ahead of the market. Happy investing! Bertrand P.S. You have just ⏰ 2 days ⏰ to lock in this offer and get an annual membership for just $99! 👉 Click here to secure the offer now. I would love to hear your feedback! Reply to this email to reach out to me with questions or suggestions. If you enjoyed today's newsletter, please share it with your friends and family! You’ll earn rewards if they subscribe. You’re a free subscriber to How They Make Money. For the full experience, become a Premium subscriber.
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Wednesday, November 26, 2025
🔎 4 Unmissable Market Trends
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