News & Insights
Notes for builders and investors.
Short essays on diligence, unit economics, supply chains, and strategic growth.
2026-02-28
How to design a Business Model
A practical checklist: what must be true for unit economics to hold at scale.
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2026-02-21
Supply Chain Reality vs. Pitch Deck Reality
Where timelines slip: yield, qualification cycles, and hidden single points of failure.
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2026-02-10
A Moat is a System, Not a Feature
Defensibility emerges from incentives, switching costs, and operational execution.
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