We’re trying a new(ish) format with this episode called Rabbit Holes 🐇🕳️
Dialing up the discussion/takeaways. Dialing down the plot/narrative.
Let us know what you think!
New Episode: Estée Lauder💄
Estée's obsession with “touching faces,” off-the-charts charisma, commitment to quality, and revolutionary sales strategy took her from mixing creams in her kitchen in Queens to dominating–and forever changing–the beauty industry.
🎙️Listen now!
I think Estée Lauder’s 1940s approach represents the future of commerce. She thought consumer products should be hand *sold* instead of *marketed* which evokes the potential of LLM based experiences like @perplexity_ai shopping. Lots of alpha in the OG Estée story. 😁
New Episode: Estée Lauder💄
Estée's obsession with “touching faces,” off-the-charts charisma, commitment to quality, and revolutionary sales strategy took her from mixing creams in her kitchen in Queens to dominating–and forever changing–the beauty industry.
🎙️Listen now!
LEGO had the idea for Minecraft in 1994, but couldn't get out of their own way when they set out to build it.
Today, 30 years later, they each get their own TIME cover.
"What's it like developing machines for ASML? Might as well be developing crack. It's that addictive. We work so fast we don't even have specs ready when we start to design. Now that's a thrill."��Former Head of Design & Engineering at ASML
IR teams gotta get their thrills, too!
ASML accidentally publishing Q3 results adheres to the time honored tradition of our most technically sophisticated companies being somehow incompetent with slide decks and spreadsheets
New Episode! ASML!
The $274B "relatively obscure Dutch company" responsible for the world's most innovative chips.
How does the company that builds the machine that fits 15 billion transistors onto something the size of my fingernail innovate and operate?
Today, on the pod!
our latest episode features the product whizzes of grocery
they started out as a 7-11 copycat and currently counts taki knockoffs, everything but the bagel seasoning, and xiao long bao dumplings as their top selling products
🎙️Trader Joes!🎙️
Listen now!
We're back with Part II of GE!
We went deep on everyone's favorite or least favorite topic: Capital M Management.
How did Jack Welch grow GE into a ~$450B company? And how–and why–did GE become one of the worst-performing stocks on the Dow Jones under Jeff Immelt?
🔌New Episode! General Electric!
It's easy to think about GE as a company in decline. but we have a lot to learn from this old dog!
They were the OG research-lab-plus-company & pioneered the idea that management was a practice that could be taught.
Listen to Part I/II now!