Lens family
13 analyses · Moat & CompetitionStandards War
TSMC's Node Cadence Owns the Design Calendar, Lifting Advanced Nodes to 74% of Wafer Revenue
TSMC
Microsoft Won on a $75,000 OS and a Licensing Clause IBM Left Unlocked
Microsoft
ASML's EUV Monopoly Began in US National Labs, With Intel's Money and Rivals Shut Out
ASML
766 to 348: Boeing Handed Airbus the Lead in Three Self-Inflicted Blows
Airbus vs Boeing
Airbus's Lead Predates the MAX Crashes: 65% of the Single-Aisle Backlog by Mid-2021
Airbus
Tesla Gave Away Its Connector Right Before Washington Could Make It Worthless
Tesla
Epic Won the War It Wasn't Fighting and Lost the One It Started
Epic Games
AMD Won Almost Every Round of the x86 War. Intel Won the Only One That Pays.
AMD
Sony Won the Console War. Microsoft Decided to Stop Playing It.
PlayStation vs Xbox
Microsoft Won the Browser War So Completely the Government Couldn't Save the Loser.
Microsoft
Android Won 72% of the World. Google Still Writes Apple a $20 Billion Check.
Alphabet (Google)
ASML Won the Lithography War by Making Its Rivals Co-Own the Only Road Forward
ASML
The Better Format That Lost: What Betamax Teaches About Winning a Standards War
Sony