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85 analyses · Crisis & ReinventionThe Fall
Nintendo Shipped the Virtual Boy Unfinished to Hold Shelf Space for the N64
Nintendo Virtual Boy
The Arch Deluxe's Fatal Flaw: A Focus Group That Told McDonald's What It Wanted to Hear
McDonald's Arch Deluxe
Unity Turned Down a 48% Premium to Buy a Falling Knife. On Purpose.
Unity
Everyone Blames the Opioid Settlement. CVS Decided to Close the Stores a Year Earlier.
CVS Health
Baidu's Revenue Slid About 3.8%, Then 3% — the Quiet Derating of a Monopoly
Baidu
Intel's Revenue Barely Moved. Everything That Mattered Collapsed Anyway.
Intel
Late Fees Were About 16% of Blockbuster's Revenue — Matching Netflix Meant Burning Them
Blockbuster
613 SPACs Raised $162.5 Billion in 2021 — Retail Investors Were Left Holding the Loss
The SPAC Boom and Bust
The Crypto Winter Came in Three Acts — FTX Was Only the Finale
The Crypto Winter
The Wii U Sold 13 Million. The Switch Sold 156 Million. Same Idea.
Nintendo Wii U
Microsoft Abandoned Its Own Ecosystem to Launch the Zune — Revenue Fell 54% in One Holiday Season
Microsoft Zune
Portal Sold Millions and Still Died: A Facebook Camera in Your Kitchen, Six Months After Cambridge Analytica
Meta Portal
The HP TouchPad Was Dead in 49 Days. The Fatal Mistake Was Made Before Day One.
HP TouchPad
Google+ Had 540 Million Users and Almost Nobody Inside. Here's the Difference.
Google+
Ford's Edsel Had the Second-Biggest New-Brand Launch in U.S. History — and Shipped With Parts Loose in the Trunk
Ford Edsel
The Newton Failed at Everything Except the One Thing That Saved Apple
Apple Newton
IBM Sold a Cancer Doctor Trained on Imaginary Patients. The Bill Came to $4 Billion.
IBM
Xerox Shipped a GUI Computer in 1981 — and Pulled $3 Billion Forward to Mask a Dying Franchise
Xerox
After a Six-Year Legal Maze, a 5–4 Ruling Raised the Sacklers' Purdue Deal to $7.4 Billion
Purdue Pharma
PayPal's Stock Fell 86% While Revenue Climbed to $31.8B — the Growth Story Died First
PayPal
AIG Blamed a London Unit. The London Unit Was in Connecticut.
AIG
3M Sold Off $8 Billion in Healthcare to Pay for Two Chemicals. That's Diversification Eating Itself.
3M
Everyone Blamed Interest Rates for Enphase's Collapse. The Real Story Was Sitting in a Warehouse.
Enphase
HSBC Spent Four Decades Learning It Could Never Be an American Bank
HSBC
NIO Has Been 'About to Die' for Six Years. It Keeps Not Dying. Here's Why.
NIO
Read as a Saudi Sovereign-Fund Project, Lucid's $2.71 Billion Loss Is the Plan Working
Lucid
GM's Auditors Flagged a Dying Company Three Months Before the 2009 Chapter 11
General Motors
Boeing Is in Decline. But the Decline and the Company Are Two Different Things.
Boeing
Borders' 2001 Online Handoff Was Smart Triage; the Seven-Year Stay Was the Fatal Move
Borders
BlackBerry Earned $18.4 Billion After Seeing the iPhone; Three Failures Underneath Sank It
BlackBerry
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