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Overview
You can listen to this Deep Dive hereSubscribeWhen much of the Silicon Valley or broader tech world is currently under the spell of the magic of Generative AI or ChatGPT, it may be somewhat monotonous to study a company that was founded in 1866 in Cleveland, Ohio. Some.
News
The Non-linear Economics of Grocery Delivery Basket
A couple of days ago, I discussed about Instacart's unit economics and mentioned "there is non-linearity in grocery economics in terms of basket size which is why owning half the basket size of Instacart certainly does not lead to half the profits." Today
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Walmart's Evolution
After posting 4%+ same store sales growth in the US for eight consecutive quarters, Walmart's comp numbers last quarter surprised investors a bit as it came to be only 2.6% in Q2 FY27. During the call, management flagged their health & wellness (H&W) segm
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Instacart's Unit Economics, and Implications for DoorDash
While covering DoorDash's 2Q'26 a couple of weeks ago, I showed the company's LTM unit economics on a per order basis. I re-created this per order economics for Instacart. I will discuss the unit economics of Instacart as well as some implications for Doo
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Airbnb Model Update (2026)
The last time I shared my updated Airbnb model was October 2025. As the stock has gone up 50% since then, investors need to re-underwrite the assumptions today. As promised last week, I am going to share my updated model and lay out what you need to belie
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Rethinking the Data Moat
I want to highlight a couple of pieces which I found to be quite intriguing. The first is Dwarkesh Patel's conversation with Ryan Greenblatt, chief scientist at Redwood Research. Admittedly, while the conversation about whether automating AI research trig
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