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27 analysesFlywheel ✕

PayPal Didn't Get Freed by the eBay Split. It Stayed Chained for Five More Years.

Chewy Says 83% of Its Sales Are 'Autoship.' Read That Number Again.

Domino's Didn't Become a Tech Company. It Built a Wall.

The 30% Apple Charge Is a Myth, a Moat, and Now a Crime Scene

Roblox Built a Flywheel That Spins on Other People's Work — and Keeps Most of the Spin

Alibaba's Flywheel Spun on Coercion. Then the Regulators Drained It.

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.

Shein's Flywheel Spins on Tiny Batches. The Speed Is Also the Crack.

Capital One Built a Flywheel That Spins on Data. It Also Spins on a Single Point of Failure.

Progressive's Flywheel Isn't the Little Plug-In Box. It's What the Box Feeds.

Zara's Real Secret Isn't Speed. It's Refusing to Guess.

Airbnb's Flywheel Spins on Trust. In March 2020, It Snapped the Hosts.

Tesla Drives a Billion Miles Every 35 Days. The Flywheel Is Real. The Moat Is Narrower Than It Looks.

McDonald's Didn't Get Rich Selling Burgers. It Got Rich Being the Landlord.

Progressive's Telematics Edge Isn't the Data. It's the 28-Year Head Start Nobody Can Buy.

DoorDash Gives Away Margin on Purpose. That's the Flywheel.

Visa Pays One Side and Bills the Other. That Asymmetry Is the Flywheel.

Tesco's Clubcard Was Never About the Points. It Was About Buying the Company That Read Them.

Shopify's Real Moat Isn't Its Software. It's the People Who Build Software for It.

Tencent Built the Perfect Flywheel. Then Beijing Took the Crank.

Tesla's Cheaper-Battery Flywheel Is a Myth. The Real One Runs on Miles.

Airbnb's Flywheel Is Real. It Just Doesn't Spin the Way Everyone Says.

Tencent Built a Flywheel That Spins Beautifully. It Just Can't Leave China.

Domino's Flywheel Doesn't Run on Apps. It Runs on a Captive Pantry.

Mastercard's Flywheel Spins on Data It Doesn't Pay For - and a Lawsuit It Can't Settle.

Netflix Paid $1M for an Algorithm It Never Used. That Was the Smart Part.