NEXUS THEORY
Nexus Theory

The business model behind the headline.

Business and technology analysis focused on the companies, platforms, incentives, and systems reshaping markets.

Read latest analysis

Latest

Latest analysis

Coverage

Follow the systems behind the headlines

Nexus Theory

Business Models

How companies actually make money: subscriptions, loyalty, fees, bundles, and hidden profit engines.

Nexus Theory

Platforms & Attention

The operating systems, feeds, devices, games, and screens that control demand and distribution.

Nexus Theory

Retail & Consumer

How stores, restaurants, consumer brands, and memberships respond to changing customer behavior.

Nexus Theory

Finance & Markets

Debt, IPOs, payments, private markets, risk, and the financial mechanics behind company strategy.

Nexus Theory

Infrastructure & Energy

Data centers, utilities, logistics, transport, cloud, energy, and the physical systems behind growth.

Nexus Theory

Healthcare Business

Hospitals, insurers, Medicaid, preventive care, and the economics of health systems.

Nexus Theory

Workforce & Automation

AI agents, robotics, productivity systems, labor redesign, and how work changes inside companies.

Nexus Theory

Sports, Media & Events

World Cup economics, stadiums, live events, streaming rights, games, and media business models.