Companies
Every subject The Long Build is studying. Each dossier is a data-packed profile of the company, the bets it made, and the patterns underneath.
Est. 1997 Episode
Netflix
A company that mailed DVDs made five platform bets in a row, and none of them looked obvious at the time.
Streaming & Entertainment →
Est. 1993 In production
NVIDIA
A gaming-chip company spent a decade nobody wanted, turning a graphics card into the engine of the AI era.
Semiconductors & AI →
Est. 1999 Researching
Salesforce
A founder bet the company on a category that did not exist, and named it so completely that competitors had to use his words.
Enterprise Software →
Est. 1994 Researching
Amazon
The bookstore was always a wedge. The plan was everything, and then the infrastructure underneath everything.
E-commerce & Cloud →