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5 Thoughts on LEGO's (Ace) Manufacturing
PLUS: Apple Watch at 10, McKinsey AI bot.
24 hrs ago
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Trungphan2
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SatPost by Trung Phan
5 Thoughts on LEGO's (Ace) Manufacturing
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2
April 2025
Mike White's 15-Year Journey For "The White Lotus"
The backstory on how HBO's hit TV show was the right person with the right project at the right place and the right time.
Apr 25
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Trungphan2
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SatPost by Trung Phan
Mike White's 15-Year Journey For "The White Lotus"
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Hermès Is "Costly" (But Not "Expensive")
The $270B+ French firm is at the top of the luxury world (worth the same as LVMH on 1/6th of the sales)...and apparently not worried about tariffs.
Apr 19
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Trungphan2
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Hermès Is "Costly" (But Not "Expensive")
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The (Ludicrous) Psychology of Slot Machines
Slot Machines are the workhorse of Las Vegas casinos. After decades of design tweaks, the "crack cocaine of gambling" brings in more revenue than every…
Apr 11
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Trungphan2
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The (Ludicrous) Psychology of Slot Machines
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The Camera, Vincent Van Gogh and "The Starry Night"
How the invention of the camera changed art and led to Van Gogh's classic painting.
Apr 4
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Trungphan2
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The Camera, Vincent Van Gogh and "The Starry Night"
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March 2025
H-Mart Stays Winning
How the cult grocer went from a single Korean corner store in Queens, NY to America's largest Asian supermarket with $1B+ in sales.
Mar 21
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Trungphan2
21
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H-Mart Stays Winning
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The Case Against Streaming TV Shows
New streaming TV shows ask for a 20-30 hour time commitment. Unlike network TV, you will often be binge-ing alone and may never even get a pay-off (or…
Mar 14
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Trungphan2
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The Case Against Streaming TV Shows
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16
An Ode to Skype
PLUS: Erewhon's $19 Strawberry, Citi's UX Problem.
Mar 8
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Trungphan2
14
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An Ode to Skype
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February 2025
Magnus Carlsen, David Deutsch and the "Fun Criterion"
PLUS: Ferrari’s Wild Economics, Timothée Chalamet, Cost of Being On YouTube.
Feb 28
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Trungphan2
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Magnus Carlsen, David Deutsch and the "Fun Criterion"
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4
So Much "Succession"
The Murdoch family succession drama is as succession-y as "Succession" could ever succession.
Feb 22
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Trungphan2
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So Much "Succession"
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4
OnlyFans Sticky Business Model
PLUS: DoorDash, Apple Intelligence Ads, Walgreens Madness.
Feb 14
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Trungphan2
28
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OnlyFans Sticky Business Model
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Tariff Engineering, Explained
PLUS: The Year of Kendrick, Temu and Shein Clapped, Luka Doncic Trade.
Feb 7
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Trungphan2
19
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Tariff Engineering, Explained
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