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Sep 9, 2026
Field Manual 01: Why this is the best moment in history for a disruptor to take on a monopoly: what Ford actually did to the horse and buggy, what Mike Maples means by an inflection, why three of them are stacked on top of each other right now, and why the incumbents cannot follow you across.
Field Manual 03: why Intercom charges $29 a seat for the people and from 99 cents an outcome for the agent, the eight ways an agent business gets paid, why your gross margin is now a manufacturer's problem rather than a software company's, and how to price down from the incumbent's toll instead of up from your own bill.
Sep 7, 2026
Field Manual 02: how a single builder takes a toll away from a monopoly, from Lawrence's arithmetic in the desert and Clausewitz's mist to counter-positioning, Coase, and cost imposition, ending with the five-question test the newsletter runs on every market before a build gets covered.
