Lens family
23 analyses · Boundaries of the FirmDistribution Rebellion
To Copy Snowflake, Redshift and Oracle Would Have Had to Burn Their Own Codebases
Snowflake
Best Buy Beat Showrooming by Surrendering on Price. Then It Won on Everything Else.
Best Buy
Walmart Turned 4,700 Nearby Stores Into the Grid That Won 37% of U.S. Online Grocery
Walmart
Patagonia Tells You Not to Buy the Jacket. Then It Repairs It Forever.
Patagonia
PayPal Paid $20 a Signup to Grow Inside eBay — Until eBay Paid $1.5 Billion to Own It
PayPal
Tesla Was Born Outside the Franchise Laws — Until Michigan Deleted One Word
Tesla
The DTC Reckoning Landed in 2022, When Apple Repossessed Facebook's Cheap Customer Machine
The DTC Bust
Nordstrom's Discount Basement Quietly Became the Whole Building
Nordstrom
Macy's Built a Smaller Store to Escape the Mall. It's Too Small to Save the Company.
Macy's
Uber's First Product Was Legal All Along — California Already Exempted Black Cars
Uber
Progressive Sells Through Agents and Around Them at Once. It Took a Decade to Make That Stop Hurting.
Progressive
Nordstrom Turned Its Checkbook Into a Door — And Wholesale-Allergic Brands Walked In
Nordstrom
Macy's Spent 166 Years Pretending the Middleman Was Gone. Now It's Rebuilding Him
Macy's
Best Buy Killed Commissions in 1989; Five Suppliers Still Control Roughly 55% of What It Buys
Best Buy
Nike Fired Its Own Distributors. Then It Hired Them Back.
Nike
Bricks vs. Clicks Is Over. They Both Won, and Now They Want the Same Thing.
Walmart vs Amazon
Dell Tried Retail in 1992, Lost $36M, Fled in 1994 — and Now Sells Through Partners Again
Dell
Walmart Spent 25 Years Losing at E-Commerce. Then It Stopped Trying to Beat Amazon at Amazon's Game.
Walmart
Tesla Went Direct Because Dealer Economics Run on Oil Changes an EV Eliminates
Tesla
Levi's Spent a Decade Reweighting Toward DTC, and 50% Held for Exactly One Quarter
Levi's
Atlassian Deferred the Sales Call Until a $4,000 Deal Grew Into a $48,000 One
Atlassian
Stripe Sold to the One Person Who Couldn't Sign the Check
Stripe
Everyone Said the Apple Store Would Fail. It Became the Most Productive Retail on Earth.
Apple
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