Open records
5 of 31 records, free, exactly as they appear in the set. 12 more verified records are in the purchased files.
| Company | Fork date | The fork | Options | Choice | Stated rationale | What happened | Judgment analyst | Sources |
|---|---|---|---|---|---|---|---|---|
| 7-Eleven Read the story → verified | 1979 | Whether to build a dedicated exclusive fresh-food supply network rather than sell generic fresh food |
| Contractual exclusive supply network | It captures coordination benefits of owning the chain while leaving plants on someone else's books, making it harder to copy | 5 years · 2024-02 NDF factory count: 172 factories across Japan | reversibility low verdict held | Seven & i Holdings Co., Ltd. — official corporate website (2024-08); Seven & i Holdings Co., Ltd. — Annual Report / IR Document (2018) |
| Amazon Read the story → verified | 2013 | Whether to keep renting the last mile from third-party carriers or build Amazon's own end-to-end delivery network |
| Build own delivery network | Rising customer demand for faster delivery, combined with reliance on third-party carriers and shipping being Amazon's largest expense, made outsourced fulfillment a threat to the Prime promise | 5 years · 2026-05 network opened to outside firms; competitor shares fell: Amazon launched Amazon Supply Chain Services, sending UPS shares down nearly 10% and FedEx more than 9% | reversibility low verdict held | The Motley Fool (citing Bloomberg) (2016-02); Amazon Science (amazon.science) (2024-08); Supply Chain 24/7 (citing Pitney Bowes Parcel Shipping Index) (2024-04); Sifted / Buy With Prime analysis (2023-06); GeekWire (2026-05) |
| Amazon Read the story → verified | 2003 | Whether to reconceive Amazon's internal infrastructure plumbing as a product sold to outside companies |
| Sell infrastructure as a product | Amazon hit the infrastructure wall first at a scale no one else had reached, so it built the standardized services first and let early customers fund the depth of the stack | 5 years · 2024 AWS vs North America retail operating income: North America retail produced $25.0 billion, less than AWS's $39.8 billion | reversibility low verdict held | Fortune (2022); TechCrunch (2016-07); Amazon.com, Inc. — SEC EDGAR (2025-02) |
| Apple Read the story → verified | 2008-04 | Whether to buy chip-design talent to bring silicon in-house or keep sourcing chips from vendors |
| Acquire chip-design talent | To fold P.A. Semi's engineering talent into Apple to help build custom chips for the iPod, iPhone, and future mobile devices | 5 years · 2012-09 Fully custom microarchitecture: With the A6 in 2012, Apple built a fully custom microarchitecture called Swift, departing from licensed ARM cores entirely | reversibility low verdict held | Apple Inc. (via Wikipedia citing Apple WWDC 2008 transcript) (2008-06); Wikipedia (2024); Wikipedia (2024) |
| ASML Read the story → verified | 2012-10-17 | Whether to keep orchestrating irreplaceable suppliers at arm's length or take equity in them |
| Take equity in suppliers | To accelerate development of EUV lithography technology and lock in irreplaceable single-source suppliers | 5 years · 2018 EUV chips in market: EUV-made chips reached smartphones by 2018 | reversibility low verdict held | U.S. Securities and Exchange Commission / ASML Holding NV (2012-10); ASML Holding NV (2016-11); U.S. Securities and Exchange Commission / ASML Holding NV (2013-05); Carl Zeiss SMT (2025-04) |
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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.