Business Runway
Saronic: The Company Betting America Can Still Build Ships
A leaked Navy slide put China’s shipbuilding capacity at 200 times America’s. Four founders in Austin answered with unmanned hulls, a…
28 Sep 2026INSIGHTS
Ideas for
better businesses.
Strategy, operations and lessons from the people building what comes next.
108 articles
Business Runway
Business War Room
Bud Light Never Decided Who It Was For
Bud Light's real moat was never distribution. It was being the beer people ordered without thinking. That kind of moat belongs…
26 Sep 2026
Business Runway
Series Stretched Its Pre-Seed to $5.1M Before Going for a Seed
A year after raising $3.1 million in 14 days, Yale founders Nathaneo Johnson and Sean Hargrow added $2 million more, moved…
16 Sep 2026
Business Runway
The Physicist’s Kid Who Built AI’s Assembly Line
Alexandr Wang turned data labelling into a $29 billion business. Meta's $14.3 billion stake made him rich and cost Scale its…
13 Sep 2026
Business War Room
WeWork Signed 15-Year Leases on 30-Day Promises
WeWork sold a network story. What it actually built was a duration mismatch, long fixed leases funded by short cancellable memberships,…
13 Sep 2026
Business War Room
Peloton Built a Factory for a Pandemic That Ended
Peloton's subscription retention was real. It was never big enough to carry the fixed costs the company built against a pandemic-shaped…
13 Sep 2026
Business Runway
The Fluid That Turns Solid Before It Burns
An Oak Ridge scientist spent eight years building an electrolyte that solidifies the instant a battery is struck. Safire spent thirty…
8 Sep 2026
Business War Room
Boeing Let Finance Outvote Its Engineers
Boeing's moat was engineering trust. It broke because the people who understood the airplane stopped being the people who decided how…
7 Sep 2026
Business Runway
The Rocket That Skips the Runway: Inside Hop Aero’s Container-Launched Cargo Bet
Hop Aero is building a rocket that launches from a shipping container and lands on unprepared ground, removing the one piece…
2 Sep 2026
Business War Room
The Inference Foundry: How Baseten Turned the GPU Shortage Into an $11B Company
Every AI product ships on top of the same shortage: not enough GPUs, in not enough places. Baseten built the plumbing…
24 Aug 2026
Business War Room
Intel Missed One Node and Handed TSMC the Decade
Some moats compound while you sleep. Process leadership is not one of them. Inside Intel's lost decade and the difference between…
22 Aug 2026
Business War Room
Nike Walked Away From the Shelf and Paid to Get Back
Owning the customer relationship is not the same as owning distribution. Inside Nike's direct-to-consumer retreat and the five questions to ask…
22 Aug 2026