Daily deep dives on dominant and fast-growing companies in retail, ecommerce, logistics, supply chain, insurance, energy, and construction.https://teardown-six.vercel.app/https://teardown-six.vercel.app/companies/auger/https://teardown-six.vercel.app/companies/auger/Auger deep dive: Dave Clark's AI supply chain startup, $150M raised, Meta Reality Labs and Fanatics as customers, and whether an execution layer can beat the ERP incumbents.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/bloom-energy/https://teardown-six.vercel.app/companies/bloom-energy/Bloom Energy deep dive: solid oxide fuel cells, the ~$20B backlog and what is actually contracted, Oracle and Brookfield, GE Vernova's turbine wall, the Hunterbrook short case, and whether the AI power premium holds.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/equipmentshare/https://teardown-six.vercel.app/companies/equipmentshare/EquipmentShare deep dive: the EQPT Nasdaq IPO, $4.38B in 2025 revenue, the OWN Program that funds 56% of the fleet, T3 telematics, the Umibozu short report, and whether the tech premium survives.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/michaels/https://teardown-six.vercel.app/companies/michaels/Michaels deep dive: the 1973 Dallas origin, the 2006 Bain/Blackstone LBO, the 2014 IPO, Apollo's 2021 take-private, the 2025 tariff near-death experience, the $4.85B 2026 refinancing, custom framing economics, MakerPlace, and whether the comeback is durable or cyclical.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/nirvana-insurance/https://teardown-six.vercel.app/companies/nirvana-insurance/Nirvana Insurance deep dive: $1.5B valuation, $100M Series D led by Valor, the MGA structure and who really carries the risk, real premium price points, competitors, and the reserve question nobody has answered.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/applied-systems/https://teardown-six.vercel.app/companies/applied-systems/Applied Systems deep dive: the Applied Epic agency management system, the Ivans carrier data exchange, Hellman & Friedman's ownership, the Vertafore duopoly, and what agents actually say.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/blue-yonder/https://teardown-six.vercel.app/companies/blue-yonder/Blue Yonder deep dive: JDA Software's four-decade roll-up, Panasonic's $8.5B acquisition, the 2024 Termite ransomware attack, decelerating SaaS growth, and whether AI-native challengers can crack it.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/ch-robinson/https://teardown-six.vercel.app/companies/ch-robinson/C.H. Robinson deep dive: the $18B freight broker, net revenue vs. gross, the Ancora campaign that installed Dave Bozeman, and the AI disintermediation scare.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/corgi/https://teardown-six.vercel.app/companies/corgi/Corgi deep dive: $374M raised, a valuation that doubled in three weeks to $2.6B, the Technology Risk Retention Group structure nobody explains, real premium price points, four lawsuits, and the reserve question.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/bobs-discount-furniture/https://teardown-six.vercel.app/companies/bobs-discount-furniture/Bob's Discount Furniture deep dive: the 1991 Newington origin, Bain Capital's 2014 buyout, the February 2026 NYSE IPO at $17, Vietnam tariff exposure, Goof Proof economics, and the 500-store plan.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/crusoe/https://teardown-six.vercel.app/companies/crusoe/Crusoe deep dive: from flared-gas bitcoin mining to the Abilene Stargate campus — the bitcoin exit, the project debt, GPU pricing, and the emissions fight.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/faire/https://teardown-six.vercel.app/companies/faire/Faire deep dive: two-sided wholesale mechanics, who carries the credit risk, real commission rates, ~$3B GMV, the $12.4B peak and the $5.2B reset, and the disintermediation question.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/higharc/https://teardown-six.vercel.app/companies/higharc/Higharc deep dive: a 3D spatial database for production homebuilding that auto-generates permit-ready CDs, takeoffs and renders. $95M Series C, US LBM deal, real complaints.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/digest/2026-07-14/https://teardown-six.vercel.app/digest/2026-07-14/Five companies across supply chain, insurance, construction, energy, and retail — and a recurring question: how much of today's advantage is structural, and how much is borrowed from a constraint that will lift?Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/digest/2026-07-14-scan-003/https://teardown-six.vercel.app/digest/2026-07-14-scan-003/Eight companies — four emerging, four entrenched — and a recurring pattern: the incumbents' moat is a system of record nobody wants to rip out, and the challengers are all betting that stops being true.Tue, 14 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/base-power/https://teardown-six.vercel.app/companies/base-power/Base Power deep dive: the vertically integrated home-battery and retail-electricity model, $1.3B raised, $4B valuation, ERCOT gentailer economics, the Illinois expansion, and what customers actually say.Mon, 13 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/buildops/https://teardown-six.vercel.app/companies/buildops/BuildOps deep dive: field-service and project software for commercial contractors. ~$97M ARR (2025 est.), $1B valuation, 1,500+ contractors, real pricing, real complaints, and whether it can hold the commercial trades against ServiceTitan.Mon, 13 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/copeland/https://teardown-six.vercel.app/companies/copeland/Copeland deep dive: Blackstone's $14B HVACR carve-out, ~$5B revenue scroll compressor incumbent, the A2L refrigerant transition, ~6x leverage, the 2026 IPO, and what contractors and employees actually say.Mon, 13 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/happyrobot/https://teardown-six.vercel.app/companies/happyrobot/HappyRobot deep dive: vertical AI agents for freight and logistics. $62M raised at ~$500M, the mechanics of an AI carrier-sales call, real traction, and the competitive squeeze from TMS incumbents and general-purpose voice AI.Mon, 13 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/kin-insurance/https://teardown-six.vercel.app/companies/kin-insurance/Kin Insurance deep dive: the reciprocal-exchange structure, $634M gross written premium, 49% baseline operating margin, Florida claims-handling fines, and the second run at an IPO.Mon, 13 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/companies/whatnot/https://teardown-six.vercel.app/companies/whatnot/Whatnot deep dive: business model, take-rate economics, $8B GMV growth, $11.5B valuation, TikTok Shop competition, the 2026 gambling litigation, and whether the live-commerce leader is poised or exposed.Mon, 13 Jul 2026 00:00:00 GMThttps://teardown-six.vercel.app/digest/2026-07-13/https://teardown-six.vercel.app/digest/2026-07-13/Six companies across ecommerce, energy, construction, insurance, logistics, and HVACR — five poised, two contested, and one $14B question about legacy incumbency.Mon, 13 Jul 2026 00:00:00 GMT