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$TWLO · How The Best Companies Defend Against Mediocrity And Rot
now playing · $TWLO
$TWLO···bearish· higheric ries
Expiring super-voting shares enabled founder firing despite revenue growth
Twilio's adoption of standard governance 'best practice' — 7-year sunset on founder super-voting shares — led to Jeff Lawson's firing 199 days after expiration despite revenue bei…
$COST···bullish· higheric ries
Costco's 'worst governance' rating masks mission-controlled outperformance vs Kroger
Costco's industrial foundation structure protects its customer-first mission, enabling 50+ year longevity and superior returns despite governance rating agencies giving it the wor…
$PM···bearish· higheric ries
Philip Morris shows shareholder primacy creates $600B/year in hidden external costs
Philip Morris generates $8B net income but imposes $600B/year in US healthcare costs and lost productivity; the shareholder primacy model treats these externalities as irrelevant,…
$KR···bearish· mediumeric ries
Kroger's 'best practice' governance produced 'Costco in reverse' underperformance
Kroger's embrace of standard corporate governance best practices — independent directors, shareholder primacy — resulted in materially worse long-term performance versus Costco's…
$NVO···bullish· higheric ries
Industrial foundation structure saved GLP-1 program, creating $600B value vs $20B merger
Novo Nordisk's non-profit foundation trustees blocked a value-destroying merger that would have canceled the GLP-1 research program; the structure has delivered 6x higher 50-year…
$ZEISSbullish· mediumeric ries
Zeiss industrial foundation structure since 1885 validates 100+ year mission control model
Zeiss has operated under an industrial foundation structure since 1885, providing century-plus evidence that mission-controlled governance enables extreme longevity; part of a dat…
$ANTHROPICbullish· higheric ries
PBC + long-term benefit trust gives structural defense for AI safety mission
Anthropic's public benefit corporation structure combined with a perpetual purpose trust (long-term benefit trust) creates mission sovereignty that attracts top talent, enables co…
$VICARIOUSbullish· loweric ries
Early AI lab Vicarious adopted PBC structure to prevent paperclip maximizer outcomes
Scott Phoenix founded Vicarious as a PBC from day one to structurally prevent AGI from being captured by shareholder value maximization ('paperclip maximizer'), pioneering the gov…