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The iPhone 17 and iPhone Air Are New (Enough)
PLUS: SpaceX's $17B Telecom Deal, Larry Ellison's $400B+ HODL.
Sep 11
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Trungphan2
20
2
America’s $37B Football Obsession
The top two sports-leagues by revenue in the world are NFL ($23B)...and College Football ($14B), the latter alone makes more than NBA, MLB or English…
Sep 5
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Trungphan2
16
August 2025
How Costco Won In Japan
Costco had to re-think its real estate, merchandising and warehouse design to succeed in Japan, which is now its largest market outside of North…
Aug 29
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Trungphan2
47
13
SharkNinja’s $16B+ Product Machine
The strategy behind how SharkNinja operates in 37 categories and has seen sales grow 24x from $250m in 2008 to ~$6B in 2025.
Aug 22
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Trungphan2
17
3
South Park and The Greatest TV Contract Clause Ever
Matt Stone and Trey Parker became billionaires by making 27 seasons of the funniest shows ever (and signing a first TV deal with an improbable clause).
Aug 14
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Trungphan2
47
2
June 2025
Hayao Miyazaki: 9 Creative Lessons
Notes on the creative process for the legendary Japanese filmmaker and founder of Studio Ghibli.
Jun 28
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Trungphan2
14
2
Best of SatPost (First Half of 2025)
PLUS: Novo vs. Eli Lilly, Din Tai Fung's $28m Stores, RIP Fred Smith (FedEx), Appel's $40m Sponsorship for "F1".
Jun 27
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Trungphan2
16
Booking: The $170B+ A/B Testing Machine
How A/B testing turned two Priceline acquisitions (totalling $294m) into the world's most valuable travel company ($170B+ market cap).
Jun 20
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Trungphan2
35
4
Star Wars, Veo 3 and Hollywood in the Age of AI Video
PLUS: Apple WWDC Memes, Nintendo Switch 2 Launch.
Jun 12
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Trungphan2
29
17 Takeaways from Mary Meeker's AI Deck
PLUS: Elon vs. Trump, Taylor Swift, Moncler's $17B Secret Sauce and Ukraine Drone Tech.
Jun 6
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Trungphan2
24
8
May 2025
The Dyson Creep-Up
James Dyson is 78 and just launched "the world's thinnest vacuum" in the most dialled-in 8-minute pitch ever. It will look great next to your Dyson fan…
May 30
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Trungphan2
22
2
Three Netflix What-Ifs: Bezos, Arnault and Blockbuster
Netflix was founded in 1997 and went public in 2002. The $500B+ company's trajectory changed with three crucial pre-IPO negotiations.
May 23
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Trungphan2
23
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