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Lego's Q3 2025 earnings announcement, October 2025

So Lego just posted another monster quarter and everyone's doing the usual "timeless appeal of analog play in the digital age" garbage and like, no, the actual story is that Lego is a privately-held Danish family company that spent the 2000s nearly going bankrupt and came out of it having figured something out that almost nobody in consumer products has figured out, which is that your core IP is the manufacturing tolerance.

Here's what I mean. A Lego brick made in 1958 still clicks perfectly onto a Lego brick made last week. That is not a marketing claim, it's a manufacturing fact, and it's enforced by tolerances measured in like two thousandths of a millimeter — the stud diameter variance on a standard 2x4 brick is famously smaller than most medical device manufacturers hit on parts going inside human bodies. Which sounds like trivia until you realize it's the entire business model: every brick ever made is compatible with every brick that will ever be made, which means the installed base isn't a depreciating asset, it's an appreciating one, because every new set expands what you can do with the bricks already in your kid's bin (and your bin, and your dad's bin in the attic).

Now compare this to basically every other toy category. Hot Wheels from 1972 don't interface with Hot Wheels from 2024 in any meaningful way — they're both little cars, sure, but the track systems have changed, the scales have drifted, the accessories are incompatible. Barbie has gone through probably a dozen body molds. American Girl dolls from the 90s have different proportions than the current ones. The entire video game industry is structured around planned incompatibility — your Switch games don't work on Switch 2, your Xbox 360 discs mostly don't work on Series X. Incompatibility is the business model, it's how you get people to rebuy.

Lego said no. Lego said the brick from 1958 will fit the brick from 2058. And this is insane, if you think about it, because it means they have voluntarily foreclosed on the single most powerful lever in consumer products, which is forcing obsolescence. Every company that sells a durable good spends enormous amounts of R&D figuring out how to make this year's product not work with last year's product without pissing the customer off too much. Apple is a master at this, Microsoft is slightly worse at it, car companies have built entire industries on it (proprietary charging connectors, OBD-II access, right-to-repair fights). Lego just... doesn't do it.

What they get in return — and this is the thing the "timeless analog charm" people miss — is that the brick becomes infrastructure. A Lego brick is not really a toy. It's a piece of durable manufacturing infrastructure that gets distributed into hundreds of millions of homes worldwide, and every new set is basically an expansion pack for an operating system that already has universal install. Which means the network effects are doing most of the work. When a grandparent buys a Lego set for a kid, they're not buying "a toy" in the sense that a Mattel product is a toy — they're depositing compatible substrate into an accumulating household stockpile, and every deposit raises the marginal utility of the next deposit.

This is also why the IP licensing deals (Star Wars, Harry Potter, the recent Nintendo stuff) work for them in a way they work for basically nobody else. When Hasbro does a Star Wars license, they're making Star Wars figures that sit on a shelf. When Lego does a Star Wars license, they're making bricks in Star Wars configurations, which means even if the kid loses interest in Star Wars in six months, the bricks get absorbed into the general pool and keep producing value. The license is temporary, the substrate is permanent, and the substrate was already the valuable part.

The near-death experience in the early 2000s is the instructive piece here, because Lego almost lost this. They went on a diversification binge — theme parks, video games, clothing, Galidor (look it up, it's hilarious) — and they started loosening the tolerances on the actual bricks because the bricks were seen as a commodity and the "brand" was seen as the valuable part. Which is exactly backwards. Jørgen Vig Knudstorp comes in in 2004, basically says the bricks are the company, tightens tolerances back up, narrows the product line, and the company starts printing money again. The takeaway the business press drew was "focus on your core competency" which is such a domesticated reading of what actually happened — the actual lesson is "the boring manufacturing discipline IS the moat, and when you think the brand is the moat, you are about to destroy the company."

Which is interesting because right now there's a huge knockoff market — Mega Bloks, Chinese brands like Lepin (which got sued into oblivion), various others — and they make bricks that are almost compatible with Lego. Almost. And it turns out almost-compatible is actually worse than incompatible, because when a kid tries to fit a knockoff into a real Lego build and the stud is 0.03mm off, the whole structure gets wobbly, and the kid learns not to mix them. The tolerance is a credential. You can counterfeit the shape but you can't counterfeit sub-thousandth precision at scale without becoming, essentially, Lego.

for any address to twitter you can replace the “x.com” with “nitter.net” and you will be able to browse as if you have an account. Lifesaver.

Harvestmen, otherwise known as daddy long-legs (not to be confused with the cellar spiders of family Pholcidae, which are also described as daddy long-legs) bear a striking resemblance to spiders, but they actually belong to a separate order of arachnids known as Opiliones. These strange-looking creatures have eight legs, but only two eyes, and their body segments are largely fused together, giving the body a noticeably rounded, pill-like appearance.

Above: Metagryne bicolumnata, commonly known as the bunny harvestman

There are roughly 6,700 known species of harvestman, but researchers estimate that a total of more than 10,000 species may currently exist. Their physical features vary greatly from one species to the next; some harvestmen have crab-like claws, spikes, thorny legs, elongated bodies, colorful features, or cryptic markings. Most of them are equipped with long, spindly legs, but there are some that have shorter, stockier limbs instead.

Above: three different species of harvestman

Unlike spiders, harvestmen have an omnivorous diet that includes fungi, fruit pulp, seeds, pollen, lichen, algae, and invertebrate prey, and they are capable of consuming solid food, whereas spiders are typically carnivorous and feed only on fluids.

Above: a harvestman from genus Chasenella munching on a mushroom-cap

As this article explains:

Harvestmen consume mushrooms, fruit pulp, seeds, and seed appendages more frequently than spiders probably because they are “solid food feeders," which means they can ingest solid tissues by biting off small pieces. In turn, spiders are “fluid feeders” and feed on vegetable matter most frequently in the form of fluids (e.g. nectar, stigmatic exudate, plant sap, and honey dew) rather than fungal or plant tissues.

Above: genus Marthana

When given a choice between fresh fruit or invertebrate prey, some harvestmen actually prefer the fruit:

Schaus et al. carried out a feeding trial in which the Neotropical harvestman Erginulus clavotibialis was given a choice between fresh pineapple and live invertebrate prey. This harvestman demonstrated a distinct preference for fruit over the invertebrate prey.

Above: Dentobunus quadridentatus

Harvestmen are also much more social than spiders, and the males of some species have been known to engage in paternal care, which is a trait that rarely occurs among arthropods:

Single fatherhood is the rarest form of parental care in nature. Still, males are often the sole caretakers of progeny among a number of species of daddy long-legs, also known as harvestmen. In these species, fathers are exclusively responsible for guarding eggs that females lay on the undersides of leaves; the males remain on the eggs nearly constantly for months.

Above: several harvestman eggs and a young hatchling

When threatened, harvestmen often bob up and down erratically in an effort to confuse their attackers. They also have several other defense mechanisms, including pungent, foul-tasting secretions, the ability to "play dead," and autotomy, which is the ability to discard one or more of their own limbs in order to escape from predators.

Above: the photo at the top shows an unidentified harvestman from family Cosmetidae, while the photo on the bottom shows a species from genus Gnomulus

Harvestmen are completely harmless to humans. Their fangs are far too small to penetrate human skin, and contrary to popular belief, they do not have the "world's deadliest venom" -- in fact, they don't produce any venom at all.

Above: genus Obidosus

Sources & More Info:

BioOne: Fungus and Fruit Consumption by Harvestmen and Spiders: the Vegetarian Side of Two Predominantly Predaceous Arachnid Groups

iNaturalist: Harvestmen

Argo Biology: Citizen Science Reveals How Devoted Harvestman Dads Evolved Again and Again

NBC: Daddy Long-Legs Paternal Care Pays off in Longer Life, More Sex

Gulo in Nature: Are Daddy Long-Legs Venemous?

We won't be able to know for certain until the 6th of July 😅