What's the real bottleneck behind the GLP-1 boom: science capacity or incentives 1d_e_solomon9modiscuss
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Need feedback from people who think about incentives in their sectorscapitalfolly.com 2d_e_solomon9mo1 comment
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Which industry's complexity is most underestimated by outsiders?capitalfolly.com 1d_e_solomon9mo1 comment
Why do some industries naturally collapse into duopolies?capital-folly.ghost.io 1d_e_solomon9mo1 comment
Why Bombardier's $8B Attempt to Break the Boeing/Airbus Duopoly Failedcapitalfolly.com 2d_e_solomon9mo1 comment
The Tesla Paradox: When Vision Becomes a Company's Core Productcapitalfolly.com 6d_e_solomon10mo3 comments
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Ask HN: Are employee stock programs in startups inherently unfair?capitalfolly.com 3d_e_solomon10mo2 comments
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