Founder of StrategyBreakdowns.com

TLDR: Worked in strategy consulting → Joined strategy team at Atlassian → Started writing strategy case studies → People liked them, so I left my job and went full-time

Tom Alder

8 things I've learned while living in Valencia for the past month:

1/ The "slow" culture made me realise how much day-to-day urgency you experience everywhere else.

2/ Europe is the best timezone - 4 hours of deep work before US Eastern gets online.

3/ The city is easy-going and beautiful, but not efficient. Restaurants with lines out the door and empty tables, busses show up 15 mins late (or not at all), 'the system is down' is almost a daily occurence.

4/ I love a siesta but find it nearly impossible to refocus afterwards. Better for marking the transition from work → life.

5/ Meeting people as a digital nomad requires more intentionality than I thought. 

6/ Everywhere you look, you see someone's creative touch. Tiles, balconies, door handles. Everything is decorative, even if in a small way. 

7/ I didn't see a single person on a laptop in a cafe. 

8/ Paella is more than just a regional dish. Everyone is quick to recommend their favourite spot, share tips and rules for ordering it correctly, and tell their Paella-based memories. People worship it here (rightly so!)

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The team at beehiiv just showed me what they're launching next week.

I've analysed hundreds of product releases.

This one I'm gonna join live.

Most companies make tweaks and add tiny features.

beehiiv have been quietly building something that got me absolutely hyped.

Tyler Denk 🐝 and team have cracked something fundamental about how creators grow and monetise.

I can't share specifics (NDA), but here's what I can say:
If you're building a creator/media business in 2025, you should join us at the launch event!

Register here → https://lnkd.in/gh3tKmCZ

People always ask "How did you decide when to quit your job and go all-in?"

3 months after launching Strategy Breakdowns I told my boss I was leaving.

This was my napkin math:

The business was making just under $3k/mo.
~$2.2k from newsletter sponsorship, rest from affiliate revenue.

→ I was publishing 1 newsletter every 2 weeks
→ If I ran them weekly, that'd 2x sponsorship + 1.5x affiliate revenue

→ I had 1 sponsor per newsletter
→ If I had 2, that'd 2x sponsorship revenue again

→ I had 20k subscribers
→ If I grew to 50k, that'd 2x sponsorship + 1.5x affiliate revenue again

Q: If I quit my job, would the extra 40hrs per week be enough to publish 1 extra newsletter every 2wks, sell 4x as many ads, and speed-run an extra 30k subs by reinvesting all revenue into subscriber growth?

Once I laid out all the inputs, it became an easy 'yes'.

I could probably hit $10k/mo within a month or 2, even factoring some contingency if I couldn't sell 100% of my ad inventory.

Then if I kept growing the newsletter, and added new ways to monetise, I figured it wouldn't be too much drama to get to $20k/mo.

Quitting a high-paying tech job for a $3k/mo newsletter = crazy, risky, scary
Quitting a high-paying tech job for a (soon-to-be) $20k/mo newsletter = makes sense

Same business. 
Different frame.

Don't be afraid to math it out.
Goes a long way in building up conviction.

—

👉 P.S. If you enjoyed this post, you'll love my newsletter - a 3-minute breakdown of the strategy playbooks and growth hacks behind the world’s greatest companies.

Join 100,000+ strategy nerds from companies like Google, Meta, Atlassian, and Netflix: https://lnkd.in/g2FWfXGR

Valve makes $50 million per employee.

Microsoft? $18 million.
Apple? $2.4 million.
Meta? $1.9 million.

How does a 350-person gaming company eclipse every tech giant on the planet?

→ They built a 30% tax on PC gaming.

Every game sold on Steam. Every microtransaction. Every indie hit and AAA blockbuster. If it's sold on their platform, Valve takes 30%.

They do develop games themselves, but vast majority of their revenue comes from infrastructure, maintenance, and collecting.

What makes it even more remarkable:

Zero traditional management mechanisms.

Valve operates with a completely flat hierarchy. No managers assigning work. No executives approving projects.

Instead they pioneered several radical workplace practices like choose-your-own team, and peer-reviewed bonuses.

Your colleagues (not your boss) determine your compensation based on your contributions. The entire company votes on your impact.

The result:
336 employees shared $444 million in total compensation in 2021. That's an average of $1.3 million per person.

And the company is on track for $17 billion in revenue in 2025.

They proved something most large corporations forget:
You don't need more people. You need the right structure (business model + organisational model).

—

📖 If you liked this post, you’ll definitely enjoy my newsletter article Why Valve has no managers!

Take a look here: https://lnkd.in/gyDPxJQ5

Imagine you are a marketing manager working for Coca Cola in 1971.

To make your most important decisions, you might have access to things like:
• Sales info
• Customer surveys
• Financial metrics

IF you spend a few days (possibly weeks) digging around the company for them. Remember, no computers back then.

Now, imagine you had instant access to:

→ The 5x highest performing newspaper/billboard/bus-stop ads out of the 10,000’s of ads Pepsi Co are running globally.

→ Real-time dashboards showing the number of daily, weekly, and monthly walk-ins for a McDonalds store that you’re doing a deal with.

→ A system that tracks every soft drink consumer in the world, showing you exactly what magazine they are most likely to get their beverage news from, and accurate trend data showing you a spike in conversations about “sugar-free”.

All entirely for free, fully self-serve, without ever needing to contact any Pepsi staff, McDonalds partners, or magazine analysts.

That is the world we live in.

But most people don't fully appreciate this. 

Every internet user and interaction leaves digital footprints. These footprints (if you know where to find them) reveal insights that make traditional ‘strategy theory’ feel like guesswork.

Not leveraging an 'information advantage' for your most important decisions, projects, products etc today is like voluntarily boxing yourself into a cubicle at Coca Cola HQ in 1971.

My vote: let’s use the tools available to us!

That's why I created 'Websites & Traffic' - a training that transforms you into a modern data-driven strategist.

If you want to skyrocket your persuasiveness, impact, and progression (but you’re looking for a modern-day approach that doesn’t involve slugging through more abstract ‘strategy theory’), this is for you! 

→ https://lnkd.in/gcWA7dyd

POV: You launched something and 1500+ people show up at once.

No paid ads. 
No viral post. 
Just an organic launch email.

Here's what the hype is all about:

Yesterday I launched 'Websites & Traffic'.

It's a training bundle for strategic professionals who need to back up their ideas with persuasive data. 

In just 5 days, you'll master 28 specific tactical skills that let you reverse-engineer any company's digital strategy - whether that's:
- Your #1 competitor
- A potential customer you're trying to close
- The market leader in your space
- Your highest-risk vendor
- Or simply a company whose strategy you want to learn from.

This isn't old school 'competitive analysis'.

These data-driven strategy skills are must-haves in today's age for just about any strategic use case:
- Preparing for customer interviews
- Increasing your own company's reach
- Analysing any player in your market
- Evaluating partnership opportunities
- Researching prospects before sales calls
- Investigating a trend you want to capitalise on

It works even if you've never heard of SimilarWeb, don't know what a UTM parameter is, and think "organic traffic" just means the line at the farmers market.

If you want to walk into your next big meeting as 'the person who always has the data', check it out → https://lnkd.in/gcWA7dyd

Why change fails. Brilliant. 

Source: Lippitt-Knoster Model - The 5 Components of Organisational Change.

Amazon website from every year since 1997, in chronological order.

—

👉 P.S. If you enjoyed this post, you'll love my newsletter - a 3-minute breakdown of the strategy playbooks and growth hacks behind the world’s greatest companies.

Join 100,000+ strategy nerds from companies like Google, Meta, Atlassian, and Netflix: https://lnkd.in/g2FWfXGR

The Amazon website every year since 1998

AI NEWS: Fyxer AI ($1→25m ARR in 12mo) just dropped the biggest upgrade to their core product since launch.

Here's everything you need to know:

Fyxer's core product "Drafts" lives inside Gmail/Outlook, and it auto-drafts email replies in your voice for you to review, edit (if needed), and send.

They just released "Drafts 2.0" with a wall-to-wall revamp of product improvements:
→ better context searching (remembers past conversations to reply how you would)
→ dynamic tone detection (adapts to who you're emailing - client, manager, colleague etc)
→ smarter call scheduling (handles time zones automatically and finds times that suit everyone)

The result: users are now sending *twice* as many email drafts without edits.

Check out the draft it wrote below.

For anyone spending an hour+ on email: this is one of the apps that actually saves me tangible time + focus on a daily basis. 


For the product-led-growth nerds - onboarding is slick too. Starts working in 30 seconds with Gmail or Outlook signup. Automatically learns your voice. Zero setup or learning curve.

I love startups like this - simple idea with perfect execution.


Oh and I convinced the Fyxer team to give my readers a special signup offer https://lnkd.in/gsuYEPQP (Partner link)

This is how you print $$$ by running ads in newsletters:

(And no, it's not generic copy + CTA to 'sign up now')

I've run 100s of ads in my 100k reader newsletter.

Worked with the best growth marketers in the world at companies like Atlassian, Clay, Vanta etc and I think I might have the highest renewal rate in the industry.

Here is the no-fluff playbook for getting results from newsletter ads:

1/ Less is more.
Longer ad copy (and longer sentences) ALWAYS perform worse. This may seem counterintuitive, I know it's tempting to write paragraphs about your product, but the quicker readers can internalise your message the more likely they'll read it in full. Aim for ~3 sentences / bullets total.

2/ Scannable format
Our best performing ads have the following characteristics:
- Start with a catchy, intriguing, spicy headline in *bold*
- Short punchy lines/lists with line breaks for breathing room
- Button with unique CTA ("Show me my security score", "I want the free playbook")

3/ Specific objectives.
Don't assume the newsletter knows what you want. People default to impressions/clicks, but every time I dig deeper there's a more important goal: "I want our founding story going viral", "I want a pretty report with data and community screenshots to share with my boss (my promotion is coming up)", "I want to run an isolated test to see if a waitlist/free trial/free plan works for us". 

4/ Don't just run 1 ad. 
I'm not saying this because more ads = more spend. There are 3 reasons you NEED to test with multiple ads: a) it takes multiple touchpoints for decision-makers to take action (when was the last time you saw a brand for the first time and 30s later you're on a $99/mo plan?), b) you test multiple angles to learn what resonates, c) most newsletters do bundle discounts so its cheaper per ad/open/click. 1 ad = throwing money away.

5/ Keep a swipe-file.
Seems obvious but not enough people do this. Collate your highest-performing social posts. Your competitors' best FB ads. Your best-converting landing page. Leverage these for your ad copy - don't ever start from scratch.

6/ You want partnership, not just sponsorship.
If your 'partner' isn't actively helping you tighten your copy, learn from the data, leverage their high-performing assets, investing their own money + time + resources into ensuring you win, you need to run.

7/ Backend funnels are magic.
This might be the most important alpha of all. The sponsors that are ripping right now do some variation of: run ads to a lead magnet/webinar → capture email → survey to segment (optional) → email nurture with education + social proof + objection-handling → sales handoff to book a demo/whiteglove/welcome offer. 1 person can build this in 1 day with AI, and it gets >10x better results per ad.

I have just 3 ad slots in my newsletter left this year, then I'm increasing prices for '26. 

If you're targeting strategy nerds (founders, PMs, devs), DM me!

5 unconventional tactics I learned at Atlassian (your company should copy these):

1. Everyone reads customer feedback (literally everyone)

Every week, every employee gets an automated email with 3 randomly selected verbatim quotes from customers. Bug reports, success stories, feature requests.

Over time you start spotting patterns. You develop intuition for customer sentiment. When you're proposing something, you can back it up with qualitative data you rememeber reading.

2. No PowerPoint allowed, only memos

Good writing is good thinking. You can disguise terrible ideas with pretty slides.

Every idea, every meeting, every project, every roadmap lives as a Confluence page. Writing out your ideas forces you to get specific about what you actually want to say (and why it matters). 

3. Every team has visible KPIs

Based on your team and role, you always knew exactly what metric mattered most. OKRs aren't perfect, but they create MASSIVE clarity of direction.

You also always knew what your KPI was driving at the division or company level (ie. what it "rolled up" to). Month commentary from owners explaining movements makes it easy to tell what matters to teams across the whole company. 

4. Open by default

Jira boards and Confluence pages have full organisational sharing permissions toggled on by default. This is a small but hugely significant product design choice.

Unless you actively close it off, everyone in the company can find, read, and comment on your work. Google Docs and Word don't do this – which means every new doc feels "yours" instead of "ours." 

5. Roll out to employees first

When I worked there, Atlassian had over 10,000 employees. That's a pretty sizable testing ground, and every mature product team would roll out changes to Atlassians first (who were using these tools every day).

This lets you catch bugs and bulletproofs ideas before paying customers see them, and creates a friendly space for candid feedback.

The pattern: make transparency and feedback the default (not the exception) for every product, decision, and idea.

Happy building.

—

👉 P.S. If you enjoyed this post, you'll love my newsletter - a 3-minute breakdown of the strategy playbooks and growth hacks behind the world’s greatest companies.

Join 100,000+ strategy nerds from companies like Google, Meta, Atlassian, and Netflix: https://lnkd.in/g2FWfXGR

Alex Banks

Building a better future with AI

Alex Banks is a founder, creator and investor. He reaches over 1 million people on social media each week with insights into the world of artificial intelligence (AI).

He is the founder and writer of The Signal, a weekly newsletter that cuts through the AI noise to over 50,000+ readers.

Alex is also an active early-stage investor and advisor to startups across the AI and technology landscape.

👉 All partnerships, enquiries and speaking engagements: contact@noisemedia.ai

Writer

As an introvert, I used to struggle with interaction.

Luckily AI is becoming the Great Equaliser:

1. Speech-to-speech: Real-time conversation without the pressure
→ Example: ChatGPT's voice mode enables natural, flowing dialogue
→ Benefit: Perfect for on-the-go brainstorming, notetaking or setting tasks
→ Access: https://chatgpt.com/

2. Visual learning: Complex information made simple
→ Example: NotebookLM creates mind maps, flashcards, and video overviews
→ Benefit: Transforms dense material into formats that match how you think
→ Access: https://notebooklm.google/

3. Content creation: Building your personal brand becomes accessible
→ Example: GrowHub crafts LinkedIn posts that sound like you, not AI
→ Benefit: Share your thoughts online without hours of writing
→ Access: https://growhub.ai/

4. Speech-to-text: Your thoughts flow without typing friction
→ Example: Wispr Flow captures your ideas through natural dictation
→ Benefit: Write faster by speaking, perfect for those who think out loud
→ Access: https://lnkd.in/eCTTPPEz

5. Guided learning: Ask unlimited "why's" without judgment
→ Example: Gemini 2.5 Flash's guided learning mode breaks down any topic
→ Benefit: Patient, step-by-step explanations at your own pace
→ Access: https://gemini.google.com/

My take?

The possibilities of what we can achieve with AI are endless.

Especially when paired with human creativity, curiosity, and ambition.

A whole new game has been created where everyone gets to play.

So here's my question to you:

How has AI helped you overcome a personal challenge?

Share your story below.

P.S. Follow me Alex Banks for daily AI highlights & insights.

I cover the most important AI developments each week in my newsletter.

Subscribe here: https://lnkd.in/ePSZP6KF

Image credit: Tobi Lutke on X

Google just woke up.

And OpenAI is feeling the heat.

A leaked internal memo from Sam Altman just surfaced.

The OpenAI CEO admits Google's AI progress could "create some temporary economic headwinds."

Here's what's happening:

→ OpenAI's revenue growth could slow to single digits by 2026
→ They're projecting a $74 billion operating loss by 2028
→ Gemini 3 Pro now leads GPT-5.1 in reasoning and coding tasks

Altman's own words: "Google has been doing excellent work recently in every aspect."

This is a massive shift.

For 3 years, OpenAI had peacetime dominance.

Now it’s a wartime scenario.

OpenAI is scrambling with social-infused features like Sora 2 App and group chats in ChatGPT in an effort to push top-line revenue and seek virality.

Meanwhile, Google's been quietly building:

→ Gemini 3 for reasoning
→ Nano Banana Pro for images
→ Veo 3.1 for video
→ TPUs powering everything

The real insight here:

• Google wasn't the first search engine
• Many came and went before it
• What matters is being the last mover

Owning the "stack" from chip to chatbot creates the only real enduring moat.

My takeaway:

Frontier LLMs are rapidly commoditising.

OpenAI pioneered the technology, but it can't defend margins when competitors match its capability.

I recently switched my new default model from GPT-5.1 to Gemini 3 “Fast” mode for general Q&A tasks because of its speed.

The sleeping giant has woken up.

And the AI race just got a whole lot more interesting.

Follow me Alex Banks for daily AI highlights and insights.

I cover the most important AI developments each week in my newsletter.

Subscribe here: https://lnkd.in/ePSZP6KF

China just shipped $113M of humanoid robots.

UBTECH’s Walker S2 has begun mass production:

The Numbers:

→ 800M yuan (~$113M) in orders secured
→ 500 robots delivering by year-end
→ 5,000 annual capacity by 2026
→ 10,000 units by 2027

Who's Buying:

• BYD
• Geely Auto
• FAW-Volkswagen
• Foxconn
• Dongfeng Liuzhou Motor
• SF Express

What Makes Walker S2 Production-Ready:

→ 176cm tall, 70kg, 52 degrees of freedom
→ Walks at 2m/s with humanoid gait
→ 162° waist rotation for tight spaces
→ Deep squat capability with 15kg payload
→ Gen-4 dexterous hands with 6 tactile sensors
→ "Human-eye" binocular vision system

I was impressed by the 3-minute autonomous battery swap:

Traditional robots:
Work 5 hours → Stop → Charge → Wait

Walker S2:
Work 5 hours → Swap battery (3 mins) → Keep working

The dual-battery system monitors power in real-time and autonomously chooses to swap or charge based on task priorities.

Result: 24/7 continuous operation with zero human intervention.

Market Response: 

→ UBTECH's stock climbed 150% this year to 133 HKD
→ Revenue up 27.5% to 621M yuan
→ Humanoids now represent 30% of total sales (up from 10% last year)

My takeaway:

We've crossed the chasm from R&D to real deployment.

The race has shifted from who can build the flashiest demo to who can deliver real scale, maintain uptime, and prove ROI.

UBTECH seems to be answering all three.

Follow me Alex Banks for daily AI highlights and insights.

P.S. I’ll be doing a full breakdown in my newsletter this week.

I cover the most important AI developments to keep you ahead.

Subscribe here: https://lnkd.in/ePSZP6KF

This 1965 clip of Isaac Asimov blows my mind.

He predicted exactly what we're building today:

The convergence of humans and machines into something new.

The two-way transformation is now undeniable:

1. Robots becoming more human-like

• Humanoid robots are starting to move like us
• Neural networks are mimicking our brains
• Soft robotics using organic-inspired materials

2. Humans incorporating more technology

• Neuralink developing brain-computer interfaces
• Advanced prosthetics controlled by thought
• Artificial organs replacing failing human ones

Most people only know Asimov for his famous Three Laws of Robotics:

1. A robot may not harm a human or allow harm
2. A robot must obey human orders (unless violating Law 1)
3. A robot must protect itself (unless violating Laws 1 or 2)

Asimov saw what others couldn't.

While everyone debated if machines could think, he asked what happens when they merge with us.

A hybrid species might surpass both humans and machines.

My takeaway:

In a world obsessed with AI replacing humans, Asimov offered a different vision 60 years ago.

Not replacement, but convergence.

The line between humans and machines will continue to blur.

Is this the future we need?

Follow me Alex Banks for daily AI highlights and insights.

I cover the most important AI developments each week in my newsletter.

Subscribe here: https://lnkd.in/ePSZP6KF

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