Lens family
82 analyses · Decision ForksThe Counterfactual
Kodak Disclosed Its 1975 Digital Camera to the World; the Failure Came 25 Years Later
Kodak
EA Buys the Franchise; the Studio Is Just the Wrapper It Throws Away
Electronic Arts
Atari Nearly Signed Nintendo in 1983 — Then a $356 Million Collapse Blew the Company Apart
Atari
CFIUS Killed Broadcom's $117 Billion Qualcomm Bid Over the Threat of a Smaller 5G Budget
Broadcom
AMD Bought ATI's GPUs in 2006 and Skipped the Software — CUDA Built an Estimated 85% Lead
AMD
The Pivot to Video Began in 2015, Before Facebook's Inflated Metric Was Public
The Pivot to Video
Paramount's Two-Step Sale Paid the Redstones About $60 a Share and the Public $23 and $15
Paramount-Skydance
Kroger and Albertsons Handed Regulators the Case: Admissions on Record, a Buyer With 23 Stores
Kroger-Albertsons (blocked)
The Motorola Loss Math Forgets the $2.35B Set-Top Sale and the 17,000 Patents Google Kept
Google-Motorola
Facebook Signed WhatsApp for $16B in Equity Plus $3B Retention — to Keep It From Google
Facebook-WhatsApp
Chevron Bought All of Hess for $60 Billion to Route Around Exxon's Right of First Refusal
Chevron-Hess
Oracle's $523B Backlog Rests on a Handful of AI Mega-Deals and Roughly 3% Market Share
Oracle
Ellison Called Cloud 'Complete Gibberish'; Oracle Then Bought NetSuite for $9.3B and Cerner for $28.5B
Oracle
Ballmer Overrode Microsoft's Board to Buy Nokia; the $7.5 Billion Write-Off Took Two Years
Microsoft
Microsoft's Windows Mobile Was Second Worldwide in 2007; the Antitrust Excuse Came Later
Microsoft
The Fire Phone Left a $170M Writedown, $83M of Unsold Phones, and a Blindsided Alexa Team
Amazon
How Buying a Record Label Cost Sony the Portable Music Market It Invented
Sony
Sculley Tried to License the Mac — One Executive Killed It to Guard a 55% Margin
Apple
Inside the Google Graveyard: 250 Products Starved on Purpose by a $400B Ad Monoculture
Alphabet (Google)
Five Jurisdictions Cornered Nvidia Out of the $40B Arm Deal, at a $1.353 Billion Charge
Nvidia
With Its Stock at $1.82, AMD Sold Its Fabs — Then Paid $703 Million to Exit the Fine Print
AMD
The Kroger-Albertsons Merger Died on a Buyer With 23 Supermarkets Asked to Grow 18-Fold
Kroger
Germany Filed Wirecard Under Tech, So BaFin Could Watch Only the Bank Inside
Wirecard
FTX's Investors Skipped the Audited Financials and Called It Diligence
FTX
Instacart Slid From $39B to ~$10B as It Became an Ad Business in a Delivery Apron
Instacart
Uber Swapped Its $2 Billion China Cash Bonfire for a Stake That Grew to Nearly $8 Billion
Uber
Disney Paid $4.3 Billion for Marvel While Sony Held Spider-Man and Fox Held the X-Men
Disney
BuzzFeed Chased Facebook Video on a Metric Inflated by Up to 900%
BuzzFeed
Kodak Led U.S. Digital Camera Share in 2005 — Knowing and Winning Were Different Jobs
Kodak
Theranos Rented Big Names for a 'Board of Counselors' That Held Zero Fiduciary Power
Theranos
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