Unit Economics
An audit of the unit economics and massive capital expenditure behind modern AI infrastructure. Discover how proprietary enterprise software licensing creates a high-friction, financially unsustainable ecosystem.
Biotech Finance
Marcus exposes the financial anatomy of Guardant Health's liquid biopsy engine, breaking down the catastrophic cash burn and non-GAAP illusions masking the true unit economics of early cancer screening.
Telehealth
A forensic audit of the Hims & Hers telehealth model following the FDA's termination of the semaglutide shortage. Examining margin collapse, unit economics, and the financial reality behind the GLP-1 distribution pivot.