Lens family
26 analyses · Moat & CompetitionThe Flywheel
Tesla Drives a Billion Miles Every 35 Days. The Flywheel Is Real. The Moat Is Narrower Than It Looks.
Tesla
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
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
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
How a $96-a-Year Subscription Carried DoorDash to Its First Full-Year GAAP Profit
DoorDash
McDonald's Flywheel Was a 1956 Land-and-Sublease Model, Now Worth $37.7 Billion
McDonald's
Airbnb's Flywheel Spins on Trust. In March 2020, It Snapped the Hosts.
Airbnb
Progressive's Snapshot Feeds a Pricing Engine That Ran an 88.8 Combined Ratio in 2024
Progressive
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
Chewy Says 83% of Its Sales Are 'Autoship.' Read That Number Again.
Chewy
For Five Years After the Split, eBay Still Routed 80% of Its Sales Through PayPal
PayPal
When the decision is yours.
You are reading how other companies decided. A Strategy Pack is the kit for the decision in front of you: the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it.
Recently published: The Enterprise Discount · The Usage Switch · The Restatement. Each one $499, one-time.