You’ve captured the rare mix Buffett and Munger offered, a blend of calm judgement, long-term thinking, and deep emotional steadiness. It’s a voice leaders crave in a world that prizes speed over wisdom.
I love a success crisis ! My favorite type of crisis "too many leads", "provisioning overwhelmed", "latency issues as we've so much traffic" 💙 successful companies are like the balloons clowns make animals with - you know the long thin balloons - you squeeze one bit and the air moves either side - the same with fast scaling companies with a success crisis - solve one problem exposes issues either side 😂
Exceptional dissection of how BFCM evolved from a marketing event into core infrastructure stress testing. Your point about market-based fulfillment being dynamically routed rather than fixed is underappreciated in retail discourse. Target's sortation layer specifically addresses the economic paradox of last-mile delivery: individual store-to-customer shipments are inefficient, but regional batching creates density that makes neighborhood routes viable. The architectural divergence you document between Amazon's robotics density, Walmart's store proximity, and Target's sortation fabric reveals that competitive moats in retail now live in logistics topology rather than merchandising or pricing. What's implicit but critical here is that these systems only become economically justified because BFCM provides concentrated annual demand that forces capacity decisions with consequences lasting all year.
This is a truly insightful breakdown of how BFCM (Black Friday and Cyber Monday) isn't just a sales event anymore, but a critical infrastructure test for modern retail.
You’ve captured the rare mix Buffett and Munger offered, a blend of calm judgement, long-term thinking, and deep emotional steadiness. It’s a voice leaders crave in a world that prizes speed over wisdom.
🤓🙏🏼
I love a success crisis ! My favorite type of crisis "too many leads", "provisioning overwhelmed", "latency issues as we've so much traffic" 💙 successful companies are like the balloons clowns make animals with - you know the long thin balloons - you squeeze one bit and the air moves either side - the same with fast scaling companies with a success crisis - solve one problem exposes issues either side 😂
Exceptional dissection of how BFCM evolved from a marketing event into core infrastructure stress testing. Your point about market-based fulfillment being dynamically routed rather than fixed is underappreciated in retail discourse. Target's sortation layer specifically addresses the economic paradox of last-mile delivery: individual store-to-customer shipments are inefficient, but regional batching creates density that makes neighborhood routes viable. The architectural divergence you document between Amazon's robotics density, Walmart's store proximity, and Target's sortation fabric reveals that competitive moats in retail now live in logistics topology rather than merchandising or pricing. What's implicit but critical here is that these systems only become economically justified because BFCM provides concentrated annual demand that forces capacity decisions with consequences lasting all year.
Love that story. Crazy how the original term turned into a month of overspending.
Not surprising, just crazy.
This is a truly insightful breakdown of how BFCM (Black Friday and Cyber Monday) isn't just a sales event anymore, but a critical infrastructure test for modern retail.
Thank you for this very interesting article.
can confirm this is a global phenomenon, been plenty of places and felt the surge