Line of Sight

Line of Sight

Home
Operator Frameworks
AI & Automation
Strategic Growth
Go-To-Market
Free Resources
About

Strategic Growth

Energy is the AI Bottleneck
Meta is trading power. Microsoft restarted a nuclear reactor. Amazon is building its own grid. These are not side projects. They are GTM plays for the…
Dec 3, 2025 • Kyle Kelly
How Shopify Engineered 32% Growth With Three Interlocking Flywheels
32% growth. 18% free cash flow margins. 7x AI traffic in ten months. Shopify is not running one flywheel. It is running three at the same time and they…
Nov 20, 2025 • Kyle Kelly
How Apple Used Build-Buy-Partner to Make a $1 Trillion Decision
Apple's Gemini partnership is not an AI headline. It is a masterclass in strategic sequencing. When the most dominant platform company changes its…
Nov 7, 2025
How to Run Partnerships Like an Investment Portfolio
Most partnership teams track activity. The ones that scale measure leverage. Here is how to run partnerships as a true P&L system using the Partner…
Oct 29, 2025
Why Distribution Is the Real Moat in the AI Era
Every company talks about models. The real game is reach, control, and compounding access. The next decade of AI belongs to whoever controls the…
Sep 30, 2025 • Kyle Kelly
© 2026 Kyle Kelly · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture