TechBreakdowns
How technology creates value: Deep dives for operators and investors.

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08
Dec
The “Unhinged” Owl That Keeps You Coming Back For More

The “Unhinged” Owl That Keeps You Coming Back For More

Duolingo didn’t solve language learning; they solved quitting. By weaponizing guilt and an "unhinged" mascot, they built a $10B giant with zero marketing costs. But with AI translation rising, can the owl survive? We dive into their hidden testing monopoly and the pivot to an "OS for Learning."
10 min read
02
Dec
How Rocket Lab Beat Commoditization (And Your Business Can Too)

How Rocket Lab Beat Commoditization (And Your Business Can Too)

Rocket Lab could have stopped with its Electron rocket, but a strategic dead-end was forming. While Electron dominated the dedicated small launch market, SpaceX's Transporter (rideshare) program was aggressively commoditizing access to orbit, driving down prices for everyone.
6 min read