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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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The Breakdown

Everything so far. Pick a thread or start anywhere.

The Take

The Portfolio That Kills Your Vibe

Buffett owns a candy company and a railroad. You have his quote on your wall and an AI wrapper in your other tab.

2 Jun 2026·12 min read
The Take

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
The Take

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
Operator

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
The Take

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

Wine: The Only Product Where the Scam Tastes Better Than the Real Thing

A bottle of wine costs $2 to $7 to make. It retails for $15 to $15,000.

15 Mar 2026·16 min read