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SHOW THE MATH.

The parts that don't make it into the case study.

Weekly operator-level breakdowns on category structure, margins, and distribution.

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Unit EconomicsIndustry BreakdownOperator ViewFraud & FictionEcom & D2CRetail & Distribution
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ByBaker

The Breakdown

Everything so far. Pick a thread or start anywhere.

Operator View

EDI, Older Than Your Dad And Still Runs Global Trade.

A $34 billion market held together by 60 year old protocol, consultants charging by the hour, and a lot of very patient operations managers.

16 May 2026·15 min read
Ecom & D2C

Your SaaS Bill Is a Fiction

Usage-based pricing was supposed to fix cost blowout. In practice, it means predict the future or get punished.

5 May 2026·15 min read
Ecom & D2C

The 4x Markup You're Paying for Offshore Dev

Inside the offshore staffing model, and what it actually costs on your side.

30 Apr 2026·10 min read
Ecom & D2C

Stop Building the Restaurant.

The best business in foodservice isn't food. It isn't distribution. It isn't even the restaurant. It's the business orbiting all three of them.

23 Apr 2026·21 min read
Operator View

You Have 12 Analytics Tools And No Idea What's Happening

D2C brands running $5M a year on Shopify know their numbers better than B2B businesses processing $200M.

21 Apr 2026·12 min read
Operator View

Self Service B2B Is A Lie

Self-service in B2B is almost never self service. It's a portal skin stretched over manual operations.

19 Apr 2026·15 min read
Operator View

McKinsey Told You Disruptors Are Winning CPG. PepsiCo Just Showed You Why.

Five archetypes of disruption. Six defining traits of disruptor brands. Zero mention of what it means to disrupt.

14 Apr 2026·11 min read
Unit Economics

Why Do Protein Bars Make You Shit?

The $5 billion industry built on ingredients your gut can't process. And why nobody's fixed it.

12 Apr 2026·15 min read
Industry Breakdown

The $114 Billion Gut Feeling

PepsiCo just paid $1.95 billion for fizzy water with fibre in it. The three way cage match between Coke, Pepsi, and a guy who blew $300K on his first failed soda brand. The gut is big business.

9 Apr 2026·18 min read
Unit Economics

Why $20 Kombucha and $3 Kombucha Are The Same Thing

This is the multi-billion dollar industry built on four ingredients your nan kept in her pantry.

7 Apr 2026·17 min read
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