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SHOW THE MATH.

The parts that don't make it into the case study.

Weekly operator-level breakdowns on category structure, margins, and distribution.

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Unit EconomicsIndustry BreakdownOperator ViewFraud & FictionEcom & D2CRetail & Distribution
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The Breakdown

Everything so far. Pick a thread or start anywhere.

Operator View

EDI, Older Than Your Dad And Still Runs Global Trade.

A $34 billion market held together by 60 year old protocol, consultants charging by the hour, and a lot of very patient operations managers.

16 May 2026·15 min read
Ecom & D2C

Stop Building the Restaurant.

The best business in foodservice isn't food. It isn't distribution. It isn't even the restaurant. It's the business orbiting all three of them.

23 Apr 2026·21 min read