Category: The Gravity Report
-
OpenAI: The Intelligence Utility
From Clarity to Gravity: OpenAI + Sam Altman A positioning analysis of the company that created a category, owns a product noun, and is searching for the concept underneath. A note before we begin. I wrote this analysis because I admire the work. OpenAI and Sam Altman have done something rare; they created a category…
-
Palantir: The Company That Owns a Concept It Rarely Names
From Clarity to Gravity: Palantir Technologies A positioning analysis of Palantir Technologies and CEO Alex Karp A Note Before We Begin: I have been watching Palantir closely for a while now. The work Alex Karp and the team have built over twenty-two years is genuinely remarkable, and so is the way Karp talks about it.…
-
Glossier: The Brand That Proved Everything and Said Nothing — Until It Started Talking
From Clarity to Gravity: Glossier Emily Weiss spent four years building trust before she sold a single product. She woke at 4 a.m. to write a beauty blog while working at Vogue, funded with $700 of her own money. She collected 11 rejections from VCs before Kirsten Green said yes. When the first four products…
-
Anthropic: How the Company That Claims Safety Already Owns Trust — and Doesn’t Know It Yet
From Clarity to Gravity: Anthropic A Note Before We Begin: I wrote this because I’m genuinely fascinated by what Anthropic is building. I’ve been watching the company closely — the decisions, the product, the way Dario and Daniela Amodei show up publicly, the social content, the research papers, the moments where they chose principle over…
-
How Bumble Gets Back to $13 Billion
Today, we’ll dive into how a $13 billion company destroyed 97% of its value by abandoning the one thing that made it worth $13 billion. The highlight reel, first. Bumble had one job: be the dating app where women go first. That single rule — women message first, men wait — wasn’t a feature. It…
-
EQ Bank: How Every Decision Proved Ownership While the Marketing Said Challenger
A note before you read this I have been watching what EQ Bank has built with genuine respect. Andrew Moor turned a personal irritation into a structural argument against extraction, and that is not a small thing. What the company has done, quietly and consistently, over more than a decade, is worth studying carefully. This…
-
PC Financial: The Bank That Was Never a Bank
A note before you read this I’m a positioning strategist, not a financial analyst, and I have no inside access to PC Financial’s data, internal strategy, or Barry Columb’s thinking. What I have is what’s publicly visible: the decisions the company has made over time, the content it puts into the world, and the patterns…
-
Harvey AI: The $8 Billion Position Nobody Has Named
A Note Before We Begin: I wrote this because I admire what Harvey is building. I’ve been following Winston Weinberg’s content, watching how the company moves, and studying the decisions they’ve made over the past three years. There’s something happening here that’s worth understanding more deeply. This analysis isn’t a criticism. It’s an attempt to…
-
Lovable: What the Fastest-Growing Software Company Actually Owns
A Note Before We Begin: I wrote this because I genuinely admire what Anton Osika and the Lovable team have built. I’ve been watching their journey, the social content, the product decisions, and the speed of execution. What they’ve accomplished in eighteen months is extraordinary by any measure. This analysis comes from a place of…
-
Wealthsimple: What Happens When You Own the Door But Want to Own the House
A Note Before We Begin: I need to be clear about something from the start: I’m a huge admirer of what Wealthsimple has built and the work Michael Katchen and his team have been doing. I’ve been following your journey for years, the product evolution, the marketing campaigns, the social content, the way you’ve challenged…
-
Justin Welsh: The Solopreneur Who Proves More Than He Claims
Note Before We Begin: This analysis exists because I’ve been watching Justin Welsh’s work for years and genuinely admire what he’s built. The consistency. The refusals. The quiet proof. It’s rare to see someone walk away from easy money because it doesn’t fit how they want to live. I wrote this because I love looking…
-
The Recovery Paradox: What WHOOP Proves Without Saying
Note Before We Begin: This analysis comes from a place of genuine admiration. I’ve been watching WHOOP for years. Will Ahmed’s podcast appearances, the company’s content, and the way they’ve built something that clearly matters to the athletes and performers who wear it. There’s a rare discipline in what they’ve created. Most companies would have…