Viewing profile — d_e_solomon

The public story is “demand is exploding.” But the more interesting question is which constraint actually governs the GLP-1 market: manufacturing cycles, capital allocation, regula…

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 declini…

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…

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 expl…

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 di…

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.” Curi…

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,…

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 sp…

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 betw…

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’v…

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 regu…

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 oft…

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 everythin…