Lens family
34 analyses · Decision ForksBet-the-Company
Netflix's $100 Million House of Cards Bet Was a Hedge Made Without Hastings' Sign-Off
Netflix
Tesla's 'Production Hell' Bet: Sell Expensive Variants Until the $35,000 Car Could Exist
Tesla
Meta Burned $83 Billion on Reality Labs While the Ad Machine Printed $100 Billion a Year
Meta
The 2007 iPhone Won Despite Its Execution: Jobs Apologized for the Price Cut 69 Days In
The original iPhone
Ozempic, Approved Only for Diabetes, Became the Decade's Biggest Pharma Story by Accident
Ozempic / Wegovy
Was Vision Pro Ever Aimed at Consumers? Apple's Platform Bet Quietly Lost Anyway
Apple Vision Pro
Meta's $80 Billion Metaverse Burn Was Two Corporate Panics Wearing One Headset
Meta
AWS Began When a Retailer Decided It Was a Technology Company First
Amazon
Google's Own AI Chief Said It Moved 'More Conservatively Than a Small Startup'
Alphabet (Google)
Moderna Raised $1.8B for a Drug Factory With Zero Products. A Virus Became Its First Proof
Moderna
Zoom's 326% Pandemic Surge Was Demand Pulled Forward — and the Math Came Due
Zoom
Novo Nordisk Had the Obesity Data Early; the Real Question Was Building Enough Factories
Novo Nordisk
Moderna's Revenue Fell 83%, and the Next 24 Months Are Binary
Moderna
Pfizer Locked In $5.97 Billion of Vaccine Orders Before Shipping a Single Dose
Pfizer
Lucid Delivers Record Cars, Spends Two Dollars to Make One, and Leans on a Sovereign Fund
Lucid
Boeing Bet the Company Three Times and Won. The Time It Refused to Bet Is the One That Nearly Killed It.
Boeing
Lilly's Obesity Windfall Is Real. The 18-Month Head Start Behind It Is the Part Nobody Mentions.
Eli Lilly
Pan Am Bet $525 Million on 25 Jumbo Jets. It Forgot to Build a Floor Under Them.
Pan Am
Everyone Else Walked Away From the A380. Emirates Bought the Whole Niche.
Emirates
The 747 Almost Killed Boeing. But It Didn't Do It Alone.
Boeing
Microsoft Called Its OpenAI Bet 'Immaterial' for 18 Months. That Was the Whole Strategy.
Microsoft
The Cybertruck Was Supposed to Reinvigorate Tesla. It's Becoming the Anchor.
Tesla
Airbus Bet €15 Billion the World Would Fly Through Hubs. The World Flew Around Them.
Airbus
Rivian Has Burned $23 Billion to Find Out If It Sells Trucks or Software
Rivian
The GLP-1 Supercycle Has One Crack: Two-Thirds of Patients Quit Within a Year.
The GLP-1 Gold Rush
Microsoft Spent $13 Billion to Become OpenAI's Best-Funded Captive Customer
Microsoft-OpenAI
Beyond Meat Won the Race and Lost the War. It Created a Category for Someone Else to Own.
Beyond Meat
Zoom Got the Whole World in a Quarter. It Couldn't Keep the Part That Mattered.
Zoom
Snap Lost $40 Million on Sunglasses in a Vending Machine. It Was Tuition.
Snap
Ford Built a Stadium for the Electric F-150. Then 40,000 People Showed Up.
Ford
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