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How They Make Money

A Silicon Valley finance executive publishes visual, data-driven breakdowns of how public companies build and monetize their businesses.

https://www.appeconomyinsights.com/

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Latest post17 Oct 2026
ASML Holding N.V.📊 PRO: This Week in Visuals-17 Oct 2026
Amazon.com, Inc.⚡ TSMC: Not Slowing Down-16 Oct 2026
Meta Platforms, Inc.⚡ TSMC: Not Slowing Down-16 Oct 2026
Alphabet Inc.⚡ TSMC: Not Slowing Down-16 Oct 2026
Apple Inc.⚡ TSMC: Not Slowing Down-16 Oct 2026
Taiwan Semiconductor Manufacturing Company Limited⚡ TSMC: Not Slowing Down-16 Oct 2026
Citigroup Inc.🏦 Big Banks Face a New Reality-13 Oct 2026
Wells Fargo & Company🏦 Big Banks Face a New Reality-13 Oct 2026
The Goldman Sachs Group, Inc.🏦 Big Banks Face a New Reality-13 Oct 2026
JPMorgan Chase & Co.🏦 Big Banks Face a New Reality-13 Oct 2026
PepsiCo, Inc.📊 PRO: This Week in Visuals-10 Oct 2026
NVIDIA Corporation💯 How To Find 100-Baggers-9 Oct 2026
Shopify Inc.💯 How To Find 100-Baggers-9 Oct 2026
Apple Inc.💯 How To Find 100-Baggers-9 Oct 2026
Arista Networks, Inc.💯 How To Find 100-Baggers-9 Oct 2026
Advanced Micro Devices, Inc.💯 How To Find 100-Baggers-9 Oct 2026
NIKE, Inc.📊 PRO: This Week in Visuals-3 Oct 2026
Accenture plc📊 PRO: This Week in Visuals-3 Oct 2026
Amazon.com, Inc.🏢 Meta Goes to Work-2 Oct 2026
Micron Technology, Inc.🏢 Meta Goes to Work-2 Oct 2026
Meta Platforms, Inc.🏢 Meta Goes to Work-2 Oct 2026
Costco Wholesale Corporation📊 PRO: This Week in Visuals-26 Sept 2026
Arista Networks, Inc.💬 Meta Wants The Interface-25 Sept 2026
NVIDIA Corporation💬 Meta Wants The Interface-25 Sept 2026
Alphabet Inc.💬 Meta Wants The Interface-25 Sept 2026
Walmart Inc.💬 Meta Wants The Interface-25 Sept 2026
PayPal Holdings, Inc.💬 Meta Wants The Interface-25 Sept 2026
Shopify Inc.💬 Meta Wants The Interface-25 Sept 2026
Advanced Micro Devices, Inc.💬 Meta Wants The Interface-25 Sept 2026
Amazon.com, Inc.💬 Meta Wants The Interface-25 Sept 2026
Meta Platforms, Inc.💬 Meta Wants The Interface-25 Sept 2026
Meta Platforms, Inc.⚽️ Why Is Bezos Buying Liverpool FC?-18 Sept 2026
Alphabet Inc.⚽️ Why Is Bezos Buying Liverpool FC?-18 Sept 2026
Amazon.com, Inc.⚽️ Why Is Bezos Buying Liverpool FC?-18 Sept 2026
Apple Inc.⚽️ Why Is Bezos Buying Liverpool FC?-18 Sept 2026
Adobe Inc.📊 PRO: This Week in Visuals-12 Sept 2026
NVIDIA Corporation☁️ Oracle: 850 Megawatts Later-11 Sept 2026
Meta Platforms, Inc.☁️ Oracle: 850 Megawatts Later-11 Sept 2026
Alphabet Inc.☁️ Oracle: 850 Megawatts Later-11 Sept 2026
Amazon.com, Inc.☁️ Oracle: 850 Megawatts Later-11 Sept 2026
Advanced Micro Devices, Inc.☁️ Oracle: 850 Megawatts Later-11 Sept 2026
Oracle Corporation☁️ Oracle: 850 Megawatts Later-11 Sept 2026
Apple Inc.☁️ Oracle: 850 Megawatts Later-11 Sept 2026
Broadcom Inc.📊 PRO: This Week in Visuals-5 Sept 2026
CrowdStrike Holdings, Inc.❄️ Snowflake: AI Fuels Consumption-4 Sept 2026
Snowflake Inc.❄️ Snowflake: AI Fuels Consumption-4 Sept 2026
Palo Alto Networks, Inc.❄️ Snowflake: AI Fuels Consumption-4 Sept 2026
Marvell Technology, Inc.📊 PRO: This Week in Visuals-29 Aug 2026
Microsoft Corporation🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Meta Platforms, Inc.🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Alphabet Inc.🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Amazon.com, Inc.🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Advanced Micro Devices, Inc.🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Apple Inc.🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
NVIDIA Corporation🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Salesforce, Inc.💻 Software Strikes Back-26 Aug 2026
CrowdStrike Holdings, Inc.💻 Software Strikes Back-26 Aug 2026
Walmart Inc.📊 PRO: This Week in Visuals-22 Aug 2026
Shopify Inc.☁️ Alibaba: The AI Payback-21 Aug 2026
Microsoft Corporation☁️ Alibaba: The AI Payback-21 Aug 2026
Meta Platforms, Inc.☁️ Alibaba: The AI Payback-21 Aug 2026
Alphabet Inc.☁️ Alibaba: The AI Payback-21 Aug 2026
Amazon.com, Inc.☁️ Alibaba: The AI Payback-21 Aug 2026
Alibaba Group Holding Limited☁️ Alibaba: The AI Payback-21 Aug 2026
Nebius Group N.V.💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Microsoft Corporation💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Alphabet Inc.💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Amazon.com, Inc.💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Taiwan Semiconductor Manufacturing Company Limited💰 Wall Street's Top Stocks in Q2-18 Aug 2026
NVIDIA Corporation💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Tencent Holdings Limited📊 PRO: This Week in Visuals-15 Aug 2026
Berkshire Hathaway Inc.📊 PRO: This Week in Visuals-15 Aug 2026
Taiwan Semiconductor Manufacturing Company Limited☁️ Neocloud Economics-14 Aug 2026
CoreWeave, Inc.☁️ Neocloud Economics-14 Aug 2026
ASML Holding N.V.☁️ Neocloud Economics-14 Aug 2026
Advanced Micro Devices, Inc.☁️ Neocloud Economics-14 Aug 2026
NVIDIA Corporation☁️ Neocloud Economics-14 Aug 2026
Alphabet Inc.☁️ Neocloud Economics-14 Aug 2026
Microsoft Corporation☁️ Neocloud Economics-14 Aug 2026
Amazon.com, Inc.☁️ Neocloud Economics-14 Aug 2026
Cerebras Systems Inc.☁️ Neocloud Economics-14 Aug 2026
Nebius Group N.V.☁️ Neocloud Economics-14 Aug 2026
Skydance Corporation🍿 Streamers Grow Up-11 Aug 2026
Warner Bros. Discovery, Inc.🍿 Streamers Grow Up-11 Aug 2026
The Walt Disney Company🍿 Streamers Grow Up-11 Aug 2026
Eli Lilly and Company📊 PRO: This Week in Visuals-8 Aug 2026
Shopify Inc.🚖 Uber: AV Anxiety-7 Aug 2026
Nintendo Co., Ltd.🚖 Uber: AV Anxiety-7 Aug 2026
Uber Technologies, Inc.🚖 Uber: AV Anxiety-7 Aug 2026
Palantir Technologies Inc.🚀 SpaceX: Growth Meets the Bill-4 Aug 2026
Meta Platforms, Inc.📊 PRO: This Week in Visuals-1 Aug 2026
Apple Inc.📊 PRO: This Week in Visuals-1 Aug 2026
Microsoft Corporation☁️ Amazon: The CapEx Equation-31 Jul 2026
Meta Platforms, Inc.☁️ Amazon: The CapEx Equation-31 Jul 2026
Alphabet Inc.☁️ Amazon: The CapEx Equation-31 Jul 2026
Amazon.com, Inc.☁️ Amazon: The CapEx Equation-31 Jul 2026
Microsoft Corporation💻 Microsoft: The Open-Weight Hedge-29 Jul 2026
Intel Corporation📊 PRO: This Week in Visuals-25 Jul 2026