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Benchmark I
How the legendary equal partnership accomplished something no other venture firm can claim: twice it has produced the highest returning fund of its cycle, each time with a 100% different GPs.
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IKEA
This episode is flat-packed with counterintuitive lessons about how this folksy mail order business from the Swedish countryside came into your living…
Jan 15
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Kyle Westaway
1
1
Rolex
Their products are comparable to a Hermès Birkin bag in price, luxury status and waitlist times… yet they produce over 1m units / year (roughly 10x…
Jan 8
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Kyle Westaway
4
1
1
Hermès
In luxury, there’s Hermès… and there’s everyone else.
Dec 4, 2025
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Kyle Westaway
4
1
Costco
This isn’t a tricky business. We just tried to sell high quality merchandise at a lower cost than everybody else.
Oct 9, 2025
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Kyle Westaway
4
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Vanguard
The Communist Capitalist Who Saved Investors a Trillion Dollars
May 28
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Kyle Westaway
1
Ferrari
Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of…
Apr 23
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Kyle Westaway
4
F1
The story of how a chaotic, deadly, and gloriously dysfunctional European racing series became one of the greatest business stories in sports.
Mar 3
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Kyle Westaway
1
1
The NFL (2026 Update)
The history of the NFL mirrors America’s own development: scrappy small-town teams rode the successive growth waves to become the most successful sports…
Feb 5
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Kyle Westaway
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Starbucks (with Howard Shultz)
With nearly half a billion customer purchases per week across its stores and 3rd party retail channels, a significant portion of the human population…
Apr 17
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Kyle Westaway
1
Rolex
Their products are comparable to a Hermès Birkin bag in price, luxury status and waitlist times… yet they produce over 1m units / year (roughly 10x…
Apr 17
•
Kyle Westaway
2
Trader Joe's
How on earth did a company that breaks every rule of modern retail build the most beloved grocery chain in America?
Apr 17
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Kyle Westaway
2
Google III (2015 - 2025)
This is the story of how the world’s greatest business faces its greatest test: can they disrupt themselves without losing their $140B annual…
Apr 17
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Kyle Westaway
1
Microsoft I (1975 - 1995)
The company that put a computer on every desk, invented the software business model, completely dominated every conceivable competitor and is still the…
Apr 17
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Kyle Westaway
1
Coca-Cola
Coca-Cola is… sugar water. And somehow it’s also America, Christmas, summertime, friendship and happiness.
Apr 17
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Kyle Westaway
1
Google II (2004-2015)
The parade of hits. In this era Google built seven (!) more billion+ user products: Gmail, Maps, Drive and Docs, YouTube, Chrome, Android, and Photos.
Apr 17
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Kyle Westaway
1
Porsche
Porsche is both quality AND quantity, owning the most prestigious brand in its market, while at the same time churning out almost half a million…
Apr 17
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Kyle Westaway
1
IKEA
This episode is flat-packed with counterintuitive lessons about how this folksy mail order business from the Swedish countryside came into your living…
Apr 17
•
Kyle Westaway
1
Mars Inc.
M&M’s, Snickers, Milky Way, Double Mint, Ben’s Rice, Pedigree, Whiskas, VCA, Banfield… all the brands you know, owned by the company you know nothing…
Apr 17
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Kyle Westaway
1
Meta
Their products are used by more humans than any other’s in history — almost half of the entire world’s population daily. But… what is Meta? Why do they…
Apr 17
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Kyle Westaway
Epic Systems
Epic Systems, the healthcare software company, isn’t “just” an electronic medical record, or an online patient portal, it's a hospitals central nervous…
Mar 19
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Kyle Westaway
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