Lens family
27 analysesFlywheel ✕
PayPal Didn't Get Freed by the eBay Split. It Stayed Chained for Five More Years.
PayPal
Chewy Says 83% of Its Sales Are 'Autoship.' Read That Number Again.
Chewy
Domino's Didn't Become a Tech Company. It Built a Wall.
Domino's
The 30% Apple Charge Is a Myth, a Moat, and Now a Crime Scene
Apple
Roblox Built a Flywheel That Spins on Other People's Work — and Keeps Most of the Spin
Roblox
Alibaba's Flywheel Spun on Coercion. Then the Regulators Drained It.
Alibaba
TikTok's Real Moat Isn't the Algorithm. It's What Every Other ByteDance App Inherits the Day It Launches.
ByteDance / TikTok
Shopify's Flywheel Doesn't Spin on Delight. It Spins on the Swipe.
Shopify
Shein's Flywheel Spins on Tiny Batches. The Speed Is Also the Crack.
Shein
Capital One Built a Flywheel That Spins on Data. It Also Spins on a Single Point of Failure.
Capital One
Progressive's Flywheel Isn't the Little Plug-In Box. It's What the Box Feeds.
Progressive
Zara's Real Secret Isn't Speed. It's Refusing to Guess.
Zara (Inditex)
Airbnb's Flywheel Spins on Trust. In March 2020, It Snapped the Hosts.
Airbnb
Tesla Drives a Billion Miles Every 35 Days. The Flywheel Is Real. The Moat Is Narrower Than It Looks.
Tesla
McDonald's Didn't Get Rich Selling Burgers. It Got Rich Being the Landlord.
McDonald's
Progressive's Telematics Edge Isn't the Data. It's the 28-Year Head Start Nobody Can Buy.
Progressive
DoorDash Gives Away Margin on Purpose. That's the Flywheel.
DoorDash
Visa Pays One Side and Bills the Other. That Asymmetry Is the Flywheel.
Visa
Tesco's Clubcard Was Never About the Points. It Was About Buying the Company That Read Them.
Tesco
Shopify's Real Moat Isn't Its Software. It's the People Who Build Software for It.
Shopify
Tencent Built the Perfect Flywheel. Then Beijing Took the Crank.
Tencent
Tesla's Cheaper-Battery Flywheel Is a Myth. The Real One Runs on Miles.
Tesla
Airbnb's Flywheel Is Real. It Just Doesn't Spin the Way Everyone Says.
Airbnb
Tencent Built a Flywheel That Spins Beautifully. It Just Can't Leave China.
Tencent
Domino's Flywheel Doesn't Run on Apps. It Runs on a Captive Pantry.
Domino's
Mastercard's Flywheel Spins on Data It Doesn't Pay For - and a Lawsuit It Can't Settle.
Mastercard
Netflix Paid $1M for an Algorithm It Never Used. That Was the Smart Part.
Netflix