Formula 1
March 2, 2026
Formula 1 is fundamentally a marriage of two separate entities—the teams and the racetracks—unlike most other major sports leagues.
The NFL (2026 Update)
January 27, 2026
The legalization of the forward pass in 1905, spurred by presidential intervention following player deaths, introduced the element of beauty and strategy that counterbalanced football's inherent violence.
10 Years of Acquired (with Michael Lewis)
December 15, 2025
The success of *
Coca-Cola
November 24, 2025
The foundation of Coca-Cola's success was built upon the business model pioneered by post-Civil War patent medicines: leveraging cheap, easily sourced commodity extracts (coca and cola nuts) to create a high-margin, nationally branded product.
Acquired Live at Radio City Music Hall (Presented by J.P. Morgan)
November 5, 2025
The full video recording of the *
Trader Joe’s
October 27, 2025
The initial success of Trader Joe's was built on Joe Coulombe's strategic pivot from cloning the 7-Eleven convenience store model to focusing on high-margin hard liquor, which provided a regulatory moat against both 7-Eleven and traditional supermarkets.
Google: The AI Company
October 6, 2025
Google's entire modern AI revolution is predicated on the 2017 Transformer invention, despite the company having employed nearly all leading AI talent and possessing superior infrastructure (TPUs) years prior.
Alphabet Inc.
August 26, 2025
Google's early diversification beyond search, starting with Gmail, was driven by a strategic need to build a user base and a defense against Microsoft's dominance in operating systems and browsers.