Lens family
324 analyses · Business Model
The Price That Wouldn't Move: How Coca-Cola Got Trapped at a Nickel for 70 Years
Coca-Cola
The Pipe Won: How Broadband Quietly Took Over the Business Cable TV Built
Comcast
Costco Doesn't Make Money Selling You Things. It Makes Money Letting You In.
Costco
The Printer Is the Bait: How HP Sells Hardware at a Loss to Win the Ink War
HP
IKEA Designs the Price Tag First. Everything Else Is Built to Survive It.
IKEA
Louis Vuitton Never Holds a Sale. That Refusal Is the Entire Strategy.
LVMH
Spotify Owns the Best Music App in the World. It Just Doesn't Own the Music.
Spotify
Why Uber Gets Expensive at the Worst Possible Moment
Uber
Visa Lends Nothing and Risks Nothing. That's the Whole Genius.
Visa
Tesla Cut Prices Six Times in One Quarter. The Margin Never Came Back.
Tesla
Starbucks Didn't Sell China Coffee. It Sold a Price Tag You Could Be Seen Holding.
Starbucks
GE Didn't Break Up Because It Got Bold. It Broke Up Because the Trick Stopped Working.
GE
Qualcomm Sells Chips. The Profit Is in the Patents Behind Them.
Qualcomm
Dell Took Itself Private to Hide the Thing It Was Already Doing.
Dell
Broadcom Doesn't Buy Companies. It Buys Customers Who Can't Leave.
Broadcom
Samsung Doesn't Sell to Samsung at Cost. That's Why It Bleeds, Not Buffers.
Samsung
Alibaba's Flywheel Still Spins. The Question Is How Hard the Wind Now Blows Against It.
Alibaba
PayPal Didn't Get Freed by the eBay Split. It Stayed Chained for Five More Years.
PayPal
Square's Most Famous Win Was a $71 Million Loss. The Real Machine Was Built Elsewhere.
Block (Square)
Snowflake Gets Paid Only When You Run. That's the Genius — and the Time Bomb.
Snowflake
Palantir's Government Moat Isn't a Wall. It's a Permission Slip.
Palantir
CrowdStrike Crashed 8.5 Million Computers and Kept 97% of Its Customers. That's the Moat.
CrowdStrike
Pinterest Knows You're About to Buy. It Just Can't Charge Like Google Yet.
Pinterest
Reddit Didn't Betray Its Community in 2023. It Stopped Subsidizing Them.
Reddit
DoorDash Won by Going Where Uber Eats Refused to Drive
DoorDash
Instacart Owns No Stores, No Trucks, No Inventory. It Traded Them for a Liability It Can't See on a Map.
Instacart
Coinbase Sells Compliance as Its Moat. The Real Moat Is a Stablecoin Contract.
Coinbase
Robinhood's Free Trading Wasn't a Gift. It Was the Bait on a Hook It Couldn't Always Hold.
Robinhood
Epic Didn't Sue Apple to Save Fortnite. iOS Was 7% of the Money.
Epic Games
Roblox Paid Creators $1.5 Billion in 2025. The Median One Made $1,575 (in 2024).
Roblox