Google's AI Strategy Is a Distribution War
Google's AI strategy isn't a better model, it's distribution: Search, Chrome, Android, Cloud. Read the playbook through Alphabet's filings and capex.
Read the analysisTech business analysis · Strategy · Unit economics
How the biggest tech companies actually make money.
siliconcent is a publication on tech business strategy — FAANG margin engines, IPO and M&A breakdowns read from the filings, and SaaS unit economics analyzed from the inside. Written by a multi-product founder who knows the math because he runs it, not paraphrased from a press release.
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Tech Business
How Salesforce Makes Money: The Enterprise Blueprint
How Salesforce makes money: $39.4B of FY2026's $41.5B is subscriptions, locked by $72.4B of contracted RPO and sold by a $14.3B sales machine.
SaaS Economics
Product-Led vs Sales-Led Growth: The Economics
Product-led vs sales-led growth is a cost structure, not a philosophy. Salesforce spends 34.5% of revenue on sales, Atlassian 21.8%. The 10-Ks explain why.
Tech Business
How Stripe Makes Money: The Payments Take Rate
How Stripe makes money: the 2.9% + 30¢ headline is a collection number. See the take-rate waterfall, what interchange takes, and the thin spread left.
SaaS Economics
SaaS Pricing Tiers: How to Design the Ladder
SaaS pricing tiers, decoded: 2026 price cards from Slack, Notion, Figma and Claude, computed step ratios, fencing rules and the anchor-tier evidence.
SaaS Economics
Cloud Cost Economics: Why Your Bill Explodes
Cloud cost economics, decoded: why $0.09/GB egress, cross-AZ fees, and idle capacity inflate the bill, and which levers actually cut it. Filing-cited.
Tech Business
How Reddit Makes Money (and the AI Data Deals)
The Reddit business model runs on ads plus AI data licensing. See how a $2.2B ad engine and AI data deals reprice the whole company, read through its filings.