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313 analyses · Business Model
Nintendo Built the Weakest Console of Its Generation. It Just Became the Fastest-Selling in History.
Nintendo
TikTok's Creator Fund Paid as Little as $0.02 per 1,000 Views; 2024 Revenue Still Hit an Estimated $23 Billion
ByteDance / TikTok
Domino's Runs Over 85% of U.S. Sales Through Its Own App to Keep DoorDash and Uber Eats Out
Domino's
Visa Built Its Two-Sided Network Once — Under a Cooperative That Diffused the Antitrust Risk
Visa
Netflix's Prize Algorithm Stayed on the Shelf, and the $1 Billion Savings Is Self-Reported
Netflix
Verizon's myPlan Turned Free Perks Into $10 Add-Ons — a Price Increase Wearing a Menu
Verizon
P&G's Pricing Swings Like a Pendulum — and the FY2024 Price Surge Is Already Slowing
Procter & Gamble
Supply Chain Is 60.5% of Domino's Revenue — a Captive Pantry Whose Flywheel Is Slowing
Domino's
Zara's Flywheel: Twice-Weekly Trucks, 0.3% Ad Spend, and €38.6 Billion in Revenue
Zara (Inditex)
Target Cut Prices on 5,000 Items in 2024, Then Watched Revenue Fall for Five Straight Quarters
Target
Robinhood's $1.11B in Interest Income Makes Falling Rates Its Biggest Risk
Robinhood
55% of Zoom's Biggest Customers Started Free — the Tier Was an Enterprise Sales Engine
Zoom
ASML Captured Its Supply Chain: Roughly 80% of Components Come From 5,150 Suppliers
ASML
IKEA Makes Only About 10% of Its Range; Its Ownership Structure Protects the Long Game
IKEA
Airbnb's Flywheel Spins City by City — and That Local Limit Weakens the Moat
Airbnb
Search Earns About $121 Billion and Tows the Rest of Alphabet — Now Under Court Order
Alphabet (Google)
Amazon's Stack Grew One Bottleneck Fix at a Time — Now AWS Out-Earns the Retail Arm
Amazon
Subscription Fatigue Is Two Stories Fused Into One — Only One Is a Crisis
The Subscription Economy
Netflix Tested Its Password Crackdown in Latin America for a Year Before Sending the Bill
The Password Crackdown
Congress Drilled the $800 Hole in 2015. Shein and Temu Just Walked Through It.
The De Minimis Loophole
Amazon Revealed the $31B Ad Business Hiding Inside the Store — and 200+ Networks Followed
Retail Media
The First Kindle Sold at a Premium $399 — the Razor Amazon Gives Away Is on Your Phone
Amazon Kindle
Snap's Ad Drag Sits in the Wrong Half of the Funnel and the Wrong Half of the World
Snap
WhatsApp Already Runs a B2B Toll Booth: Paid Messaging Past $3 Billion, Growing 59% a Year
Meta
Meta Sells Attention — $164.5 Billion of It, at Margins That Absorb an $80 Billion Metaverse
Meta
Bezos Priced the Kindle at 'Roughly Breakeven' — Each Device Is a Storefront in Your Home
Amazon
What AWS's 37% Margins Buy Amazon: The Freedom to Run Retail Thin on Purpose
Amazon
Sony Spent ¥1.5 Trillion on Sensors to Buy a Seat Inside Every Smartphone Camera
Sony
Shopify's Moat Is 7,874 App Developers — So Why Did It Start Taxing Them in 2025?
Shopify
Apple Built the iPhone Before Its Own Chips — and the Order Was the Strategy
Apple
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