Category: The Gravity Report
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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…
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Clay: The $3.1B Category Creator Building Creativity Through Costly Signals
A Note Before We Begin: I’m writing this because I genuinely admire what Clay is building. I’ve been watching Kareem, Varun, and the team for a while now. The content they put out. The way they think about GTM. The courage it takes to burn the boats on a horizontal product and go narrow. The…
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Shopify: The Existential Platform That Doesn’t Know What It Owns
A Note Before We Begin: I wrote this because I genuinely respect what Tobias Lütke, Harley Finkelstein, and the Shopify team have built. I’ve been following their work, watching their content, studying their decisions. What they’ve accomplished is remarkable. 4.8 million merchants, millions of jobs created, billions in economic impact. That kind of scale doesn’t…
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Notion’s Positioning Paradox: You Already Own What You Think You’re Building Toward
A Note Before We Begin: I wrote this analysis because I genuinely admire what Ivan Zhao and the Notion team have built. Watching their journey, from near-bankruptcy to 100 million users, and following their social media content reveals a level of philosophical commitment rare in software companies. That commitment fascinates me. This piece exists because…
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Rate.com’s $100 Million Positioning Paradox: When Owning Speed Means Nothing If You Won’t Claim It
A Note Before We Begin: I’ve been following Victor Ciardelli and Rate.com’s journey for some time now. The work you’ve done, building Rate Intelligence, pioneering digital mortgage solutions, and expanding access for Spanish-speaking communities, is impressive. Your social media content showcases a founder who is genuinely committed to innovation and doing right by customers. That…
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Canva: How Owning VOICE Made Freemium the Only Ethical Choice
A Note Before We Begin: I’ve been watching Canva’s journey for years now, following Melanie Perkins’ content, tracking the company’s decisions, marvelling at what you’ve built. 240 million people are using your platform. A $26 billion valuation. The Two-Step Plan, committing billions to doing good. This is extraordinary work, and I have genuine respect for…
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Kalshi: When Perfect Framing Masks Missing Ownership
A Note Before We Begin: I’ve been watching Kalshi’s journey closely. Following Tarek and Luana’s social media, studying their regulatory victories, and seeing how they’ve built something genuinely innovative. The work they’re doing, fighting for three years to secure CFTC approval, creating a new category, and democratizing access to markets, is impressive. Deeply impressive. This…
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Bryan Johnson: The $60 Million Bet on Algorithmic Immortality
A Note Before We Begin: I’ve been watching Bryan Johnson and Blueprint for a while now. The work is remarkable. The commitment is undeniable. The transparency is rare in an industry full of promises and empty claims. I wrote this because I find the intersection of business strategy and personal identity fascinating. How do companies…
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Bumble: When You Make Your Position Optional
A Note Before We Begin: I wrote this because I admire what Whitney Wolfe Herd and Bumble have built. Watching their journey (the social content, the advocacy work, the mission) has been genuinely inspiring. There’s something rare about a company that tries to change not just how we date, but how we connect. This analysis…
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How GONG Owns Certainty While Selling Intelligence
A Note Before We Begin: I’ve been watching what you’ve built at Gong for a while now. The thought leadership you and your team put out. The way customers talk about what you’ve done for them. The trajectory from that “quarter from hell” at SiSense to defining an entire category and capturing 75% market share.…
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Perplexity: The Curiosity Machine That’s Actually a Trust Engine
A Note Before We Begin: I wrote this because I genuinely admire what Aravind Srinivas and the Perplexity team are building. I’ve been following their work closely, reading interviews, watching social media content, and tracking their product evolution. The technical execution is remarkable. The team is world-class. The growth trajectory speaks for itself. But I’m…
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37signals: The Company That Owns Control (And Doesn’t Know It)
A Note Before We Begin: I’ve been following Jason Fried and David Heinemeier Hansson’s work for years. Their books changed how I think about business. Their writing is consistently sharp, honest, and useful. I watch Jason’s posts on X not because I’m looking for flaws, but because I’m fascinated by what makes certain businesses connect…