Open records
5 of 111 records, free, exactly as they appear in the set. 37 more verified records are in the purchased files.
| Company | Fork date | The fork | Options | Choice | Stated rationale | What happened | Judgment analyst | Sources |
|---|---|---|---|---|---|---|---|---|
| Adidas Read the story → verified | 2022-10 | How to handle the Yeezy partnership and its aftermath after terminating the deal with Ye |
| Terminate and monetize inventory | Adidas kept all design rights and drained the warehouse for cash rather than torching it, monetizing the wreckage on its own terms | Latest · 2023 Yeezy inventory sold through: roughly €750 million of leftover inventory sold through in 2023 | reversibility low verdict held | Adidas AG (2022-10); Adidas AG (2024-03); Adidas AG (2025-03); Adidas AG (2025-03) |
| Adobe Read the story → verified | 2023-12-18 | Should Adobe fight to close the Figma deal or pay $1 billion to walk away? |
| Abandon the deal | There was no clear path to receive necessary regulatory approvals from the European Commission and the UK CMA | 1 year · 2025 AI-influenced ARR: AI-influenced annual recurring revenue surpassed $5 billion | reversibility low verdict held | Adobe Inc. / U.S. Securities and Exchange Commission (2023-12); SQ Magazine (drawing on Adobe Newsroom, 6sense, ProDesignTools) (2026-06) |
| Airbnb Read the story → verified | 2011-08 | How to respond after the EJ ransacking became a public crisis: suppress the story or build visible host protection |
| Apologize and build protection | The company admitted it 'felt paralyzed' and had 'really screwed things up,' launching the guarantee to repair the damage | 5 years · 2025 listings and issue rates: Over 550,000 listings removed, with measurable drops in customer-service issue rates and chargebacks through 2025 | reversibility low verdict held | CNN (2011-08); Vator.tv (2011-08); TechCrunch (2012-05); Hospitable.com (2025-07); Airbnb Investor Relations (Q4 2025 supplemental data, via last10k.com aggregating SEC filings) (2026-02) |
| Airbnb Read the story → verified | 2025-10-27 | Whether to raise the PMS-connected host fee to a mandatory 15.5% despite hosts being free to multi-home |
| Impose mandatory 15.5% fee | A calculated bet that the demand advantage is now strong enough to charge for | No dated outcome stated yet | reversibility medium verdict too-early | RentalScaleUp by PriceLabs (2025-09) |
| Airbnb Read the story → verified | 2020 | Whether to keep buying performance marketing or suspend it and rely on the brand |
| Suspend performance marketing | The brand was already load-bearing, so most demand arrived direct or unpaid regardless of paid spend | Latest · 2020 traffic recovery: traffic returned to 95% of prior year's levels before a dollar was spent to bring it back | reversibility medium verdict held | SEC / Airbnb, Inc. (2020-11); SEC / Airbnb, Inc. (2020-11); Campaign Live (UK) (2021-02); PhocusWire; Backlinko (2025-02) |
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- Fork date at the precision the record supports, never sharper.
- The fork, the options, the choice in the form the company faced them.
- Stated rationale as the company gave it or the record documents it, not our theory.
- Capital committed where the record states it; blank where it does not.
- Outcomes at one, three and five years or latest, each dated and cited.
- Reversibility and verdict as analyst judgments, marked as such.
- Every source, with dates and links, per record and in an appendix.