d_e_solomon

6 ms·

1.
What's the real bottleneck behind the GLP-1 boom: science capacity or incentives
1 points by d_e_solomon 9mo ago|0 comments
2.
If Debt Is Funding Most Spending, Can We Still Call the Consumer "Strong"?(capitalfolly.com)
3 points by d_e_solomon 10mo ago|1 comments
3.
by d_e_solomon 10mo ago
We keep seeing headlines framing higher retail spending as a sign of economic resilience. But the mechanics behind that spending look very different today: Unit volumes are declining BNPL is growing in essential categories Credit card rollo
4.
Why Most Business Coverage Misses the Actual Drivers of Outcomes(capitalfolly.com)
1 points by d_e_solomon 10mo ago|1 comments
5.
by d_e_solomon 10mo ago
I’m noticing that most business commentary focuses on quarterly numbers, leadership quotes, or macro headlines. But the bigger drivers tend to be structural: market power, upstream bottlenecks, incentive design, and temporal constraints ins
6.
Need feedback from people who think about incentives in their sectors(capitalfolly.com)
2 points by d_e_solomon 10mo ago|1 comments
7.
by d_e_solomon 10mo ago
I’ve been writing breakdowns on why certain industries behave the way they do, not from a “news” angle but from incentives, market structure, and pricing power. Most headlines explain quarterly moves; the underlying mechanics explain everyt
8.
Why Pricing Power Is the Most Important Economic Signal No One Tracks(capitalfolly.com)
2 points by d_e_solomon 10mo ago|2 comments
9.
by d_e_solomon 10mo ago
We talk a lot about interest rates, inflation, and consumer sentiment but none of these explain why certain firms can raise prices into falling demand. Pricing power is the real differentiator. It tells you which industries are structurally
10.
Which industry's complexity is most underestimated by outsiders?(capitalfolly.com)
1 points by d_e_solomon 10mo ago|1 comments
11.
by d_e_solomon 10mo ago
I’ve been writing long-form breakdowns on aviation, autos, and legacy industries. The deeper I go, the more I find that incentives and structure matter more than “innovation.” Curious what HN thinks.
12.
Why do some industries naturally collapse into duopolies?(capital-folly.ghost.io)
1 points by d_e_solomon 10mo ago|1 comments
13.
by d_e_solomon 10mo ago
Looking at aircraft manufacturing, semiconductors, cloud computing, and even smartphones, some sectors seem to settle into a stable duopoly, often for decades. In other industries, competition stays fragmented, even when the products appear
14.
Why Bombardier's $8B Attempt to Break the Boeing/Airbus Duopoly Failed(capitalfolly.com)
2 points by d_e_solomon 10mo ago|1 comments
15.
by d_e_solomon 10mo ago
The aircraft industry is one of the clearest case studies of how capital intensity, long development cycles, and political pressure create near-unbreakable duopolies. Bombardier spent around $7–8B developing the CSeries, but a steep discoun
16.
The Tesla Paradox: When Vision Becomes a Company's Core Product(capitalfolly.com)
6 points by d_e_solomon 10mo ago|3 comments
17.
by d_e_solomon 10mo ago
With Musk winning back his $1T pay plan and doubling down on Robotaxi, Tesla looks less like an automaker and more like a belief system. Earlier analysis showed how the choice between Model 2 and Robotaxi wasn’t just a business decision it
18.
The Market Isn't Broken, It's Behaving as Designed(capitalfolly.com)
4 points by d_e_solomon 11mo ago|3 comments
19.
by d_e_solomon 11mo ago
Every few weeks a new “collapse” hits headlines Linqto, Tesla, Walgreens and everyone calls it a failure of innovation. But if you zoom out, it’s not dysfunction. It’s design. We’ve built a market that rewards momentum over mastery and visi
20.
When fintech startups outgrow their own controls, Linqto's collapse as a warning(capitalfolly.com)
1 points by d_e_solomon 11mo ago|1 comments
21.
by d_e_solomon 11mo ago
Linqto filed for bankruptcy earlier this year after growing aggressively in private market investing. What’s interesting isn’t just the failure, it’s why it happened: a mix of regulatory shortcuts, over-leveraged marketing promises, and cul
22.
Ask HN: Are employee stock programs in startups inherently unfair?(capitalfolly.com)
3 points by d_e_solomon 11mo ago|2 comments
23.
by d_e_solomon 11mo ago
Many startup employees buy into company stock plans, believing they’ll share in the upside. But as cases like Philz Coffee show, liquidation preferences and capital stack rules often leave them with nothing after an exit. Are employee stock
24.
When Venture Capital Leaves Employees with Nothing – The Philz Coffee Story(capitalfolly.com)
7 points by d_e_solomon 11mo ago|2 comments
25.
by d_e_solomon 11mo ago
Philz Coffee, the beloved Bay Area chain known for slow-pour brews, was sold this year for around $145M. Sounds fine, until you realize nearly all employee investors lost everything. Philz raised about $137M in venture capital over five rou
26.
Tesla at the Crossroads: Why Musk Chose Robotaxi over Model 2(capitalfolly.com)
4 points by d_e_solomon 11mo ago|5 comments
27.
by d_e_solomon 1y ago
I try to calibrate risk based on the likelihood of dying during my commute. I'm glad that there is a more standardized scale!
28.
X outage: Hacker group claims it took down former Twitter platform(syracuse.com)
69 points by d_e_solomon 2y ago|16 comments
29.
by d_e_solomon 2y ago
I'm pretty sure people who grew up under feudalism with no loyalty to a national state still saw their child as their child and not a compatriot. What a weird take.
30.
"If People Are Dying, Let's Get Started": The Brutal Relay of the Nome Serum Run(thethreepennyguignol.com)
6 points by d_e_solomon 2y ago|0 comments

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