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Breakdowns of companies, focused on what actually works. 2× weekly (Mon & Thu).
02.19
2026
Duolingo: Learning a Language, One “Streak” at a Time
02.19
2026
Moats vs. Margin
02.19
2026
What I Wish I Knew About Category Creation
02.19
2026
Builder.ai: The Anatomy of a Collapse
02.19
2026
You’re Not a Servant. You’re a Founder.
02.19
2026
Why SaaS Growth Stalls Quietly
02.19
2026
SEO in the Age of AI: Not Dead, Just Different
02.19
2026
How Loom Turned a Utility Into a $975M Communication Standard
02.19
2026
Food from thin air, failure at scale
02.19
2026
How Regulation and Timing Broke a Promising Fintech
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