Research on Business Flows That Move the World.
Latest Articles
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Why World Stopped Owning Factories. Vertical Integration to Niche Specialists (Part-1)
Every product has two creators. The company whose logo you see. And the company that actually built it. We will explore what transpired in last 3 decades which stopped world to move away from owning factories.
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Chapter 1: Should You Even Open a Restaurant?
Learn how successful restaurant businesses are built through operations, supply chains, systems and smart decisions not just food.
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iPhones. Value Capture Teardown, and India’s bet
An iPhone 17 Pro Max value teardown from the perspective of distribution of value and money during it making and manufacturing.
Focus is on
Supply Chain
Assembly, value addition and industrial policy tracing where products are made and where value is actually captured.
Financial Markets
How capital, pricing and incentives shape markets and the businesses inside them.
Technology
The economics and mechanics behind the products and platforms shaping industry.
Sports
The business and analytics of sport the systems behind performance and revenue.
Featured Teardown · Supply Chain
India gets ~2% from $1399 iPhone
India assembles roughly a quarter of the world’s iPhones but captures only about two percent of the value in each one. The four components behind ~72% of the bill of materials are entirely foreign. We traced where every dollar actually goes.