Lens family
185 analyses · Moat & Competition
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)
Qualcomm Lost the Standards War. It Won the Toll Booth Instead.
Qualcomm
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
Apple Won the Headline. The Number That Stuck Was Zero.
Samsung
DoorDash Drew Its Own Flywheel. The Diagram Forgot to Mention the $5.3 Billion It Took to Spin.
DoorDash
Android Won the Phones. Apple Won the Money. Both Were on Purpose.
iOS vs Android
Epic Lost the Antitrust Case 9-to-1. It's Still Winning the War.
Epic Games
Apple Kept Lightning Because It Owned the On-Ramp — Until the EU Outlawed the Toll Gate
Apple
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
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