Lens family
32 analyses · Moat & CompetitionThe Flywheel
Visa Built Its Two-Sided Network Once — Under a Cooperative That Diffused the Antitrust Risk
Visa
Zara's Flywheel: Twice-Weekly Trucks, 0.3% Ad Spend, and €38.6 Billion in Revenue
Zara (Inditex)
Uber's Flywheel Spins Beautifully. It Just Doesn't Travel.
Uber
TikTok's Creator Fund Paid as Little as $0.02 per 1,000 Views; 2024 Revenue Still Hit an Estimated $23 Billion
ByteDance / TikTok
Alibaba Built the Perfect Flywheel. Then It Tore Out the Best Part.
Alibaba
DoorDash Drew Its Own Flywheel. The Diagram Forgot to Mention the $5.3 Billion It Took to Spin.
DoorDash
Netflix's Prize Algorithm Stayed on the Shelf, and the $1 Billion Savings Is Self-Reported
Netflix
Mastercard's Flywheel Spins on Data It Doesn't Pay For - and a Lawsuit It Can't Settle.
Mastercard
Supply Chain Is 60.5% of Domino's Revenue — a Captive Pantry Whose Flywheel Is Slowing
Domino's
Tencent Built a Flywheel That Spins Beautifully. It Just Can't Leave China.
Tencent
Airbnb's Flywheel Spins City by City — and That Local Limit Weakens the Moat
Airbnb
Tesla's Cheaper-Battery Flywheel Is a Myth. The Real One Runs on Miles.
Tesla
Tencent Built the Perfect Flywheel. Then Beijing Took the Crank.
Tencent
Shopify's Moat Is 7,874 App Developers — So Why Did It Start Taxing Them in 2025?
Shopify
How Buying 53% of Dunnhumby Turned Tesco's Clubcard Into an Unreplicable Data Asset
Tesco
Visa Pays One Side and Bills the Other. That Asymmetry Is the Flywheel.
Visa
How a $96-a-Year Subscription Carried DoorDash to Its First Full-Year GAAP Profit
DoorDash
Progressive's Flywheel Is Older Than Telematics — Since 2014 It Has Dared to Raise Prices
Progressive
McDonald's Flywheel Was a 1956 Land-and-Sublease Model, Now Worth $37.7 Billion
McDonald's
Tesla Drives a Billion Miles Every 35 Days. The Flywheel Is Real. The Moat Is Narrower Than It Looks.
Tesla
Airbnb's Flywheel Spins on Trust. In March 2020, It Snapped the Hosts.
Airbnb
Zara Commits Just 15-39% of a Season Up Front and Holds Surplus Stock Under 1%
Zara (Inditex)
Progressive's Snapshot Feeds a Pricing Engine That Ran an 88.8 Combined Ratio in 2024
Progressive
Shein's Flywheel Spins on Tiny Batches. The Speed Is Also the Crack.
Shein
Shopify's Flywheel Turns on Volume: 61.9% of Its $292.3B in 2024 Ran Through Its Own Payments Rail
Shopify
ByteDance's Engine Hands Every New App Billions of Behavioral Signals on Day One
ByteDance / TikTok
Alibaba's Flywheel Spun on Coercion. Then the Regulators Drained It.
Alibaba
Roblox Built a Flywheel That Spins on Other People's Work — and Keeps Most of the Spin
Roblox
The 30% Apple Charge Is a Myth, a Moat, and Now a Crime Scene
Apple
Domino's Runs Over 85% of U.S. Sales Through Its Own App to Keep DoorDash and Uber Eats Out
Domino's
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