SatPost by Trung Phan

Spirit Airlines & The Airplane Boneyard

The business model behind storing, converting and disassembling airplanes.

May 8 • Trungphan2

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Sabastian Sawe, Adidas and the Sub-2 Hour Marathon

How the super running shoe arms race helped two athletes break the 2-hour mark at London Marathon 2026.

May 1 • Trungphan2

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April 2026

Tim Cook's Apple

A breakdown of Tim Cook's 15-year CEO run, taking Apple from $350 billion to $4 trillion: The Good, The Bad and the Apple Intelligence

Apr 24 • Trungphan2

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Live Nation x Ticketmaster Monopoly, explained

PLUS: Bieber Takes Over Coachella, PDFs, Jensen vs. Dwarkesh and Allbirds.

Apr 18 • Trungphan2

25

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Shohei Ohtani $125m Sponsorship Bag

PLUS: Claude Mythos, Andy Weir's Writing Journey, AI-powered Masters App.

Apr 10 • Trungphan2

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The Disneyland Dilemma

Disney's cash cow is the theme parks division. Can new CEO Josh D'Amaro milk Disneyland to complete the cable-to-streaming transition?

Apr 2 • Trungphan2

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March 2026

Jensen Manifesting The Future

Notes from Nvidia GTC 2026 (and Jensen's approach to comms).

Mar 26 • Trungphan2

26

The Sphere's $4B Business, explained

The eye-catching Las Vegas attraction cost James Dolan $2.3B to build. After an uncertain start, the recent success of "The Wizard of Oz" has created a…

Mar 6

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February 2026

6 Takeaways From Citrini's Viral AI Doomer Article (and a Bunch of Rebuttals)

Can an AI productivity boom tank the economy? Maybe. Maybe not. Buy maybe. But, also, maybe not.

Feb 27 • Trungphan2

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The Slack AGI Test

All the major AI labs run on Slack. When they stop, it's probably a sign that AGI is here.

Feb 20 • Trungphan2

32

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How does Docusign have 7,000 employees?

And other thoughts about B2B SaaS in the age of AI coding agents.

Feb 13 • Trungphan2

173

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January 2026

NFL & Fox: The $1.6B Deal That Changed Everything

In 1993, Rupert Murdoch vastly overpaid for NFC media rights. But the deal turned Fox into a major American TV network and completely changed the…

Jan 30 • Trungphan2

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