Latest Analysis

Snowflake Cut Its Entire Documentation Team. The Sales Data Says That's a Problem.

SNOW Snowflake Inc.

Snowflake eliminated its technical writing team weeks after its CFO said growth is 'no longer tied to headcount.' But 80% of enterprise buyers read the docs before they buy.

AbbVie's $14 Billion Sales Force: Stewardship or Prisoner's Dilemma?

ABBV AbbVie Inc.

AbbVie navigated the world's largest patent cliff without slashing its commercial workforce. Whether that's stewardship or structural inertia depends on how you define the question.

How Subscriptions Rewired Adobe's Economics

ADBE Adobe Inc.

Adobe's pivot from boxed software to Creative Cloud didn't just change its revenue model — it fundamentally altered the ratio of profits to overhead, and who captures the value.

The Apple Paradox: When Efficiency Becomes Its Own Burden

AAPL Apple Inc.

Weekend op-ed using Apple Inc. (AAPL) to explore a bigger question about labor, capital, and the economy.

Berkshire Hathaway's Record Profits and Shrinking Workforce: Who Captures the Gains?

BRK-B Berkshire Hathaway

Berkshire Hathaway posted $47.4 billion in operating earnings in 2024 while cutting nearly 9,000 jobs over two years. Revenue per employee has surged 39% since 2020 — but where is that value flowing?