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423 analyses · Decision Forks
Novo Nordisk Invented the Weight-Loss Era. Then It Lost the Lead — and Not to a Better Drug.
Novo Nordisk
Kodak Disclosed Its 1975 Digital Camera to the World; the Failure Came 25 Years Later
Kodak
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
IBM's $5 Billion Gamble Was Decided Two Years Early, by a Committee of Thirteen
IBM
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
Palm Bought a Broke Handspring in 2003 Mainly to Get the Treo
Palm
To Copy Snowflake, Redshift and Oracle Would Have Had to Burn Their Own Codebases
Snowflake
Gelsinger's Turnaround Asked a Shrinking Intel to Fund a Foundry as Revenue Fell to $53.1B
Intel
CFIUS Killed Broadcom's $117 Billion Qualcomm Bid Over the Threat of a Smaller 5G Budget
Broadcom
Nestlé Bet $7.15 Billion on Starbucks Coffee Rights While Dumping Butterfinger
Nestle
Mondelēz Paid $1.3B for a Candy Maker to Reach 440,000 Outlets and 2,100 Routes for Oreo
Mondelez
Nokia Bought Its Networks Lifeboat Eight Months Before the Microsoft Phone Sale Closed
Nokia
Time and a Slow-Burning Paywall Saved the New York Times After a $250 Million Loan at 14%
New York Times
Chipotle's Turnaround Started in 2018, When a New CEO Rebuilt It Around a Digital Kitchen
Chipotle
Adidas's Turnaround Story Rests on a €58M Tax Artifact and a Brand That Held Strong
Adidas
Shein Fell From $100 Billion Because Its Three Borrowed Advantages Are Being Taken Back
Shein
Nintendo Returned to Operating Profit Two Years Before the Switch — the Crisis Was Identity
Nintendo
Baidu's Revenue Slid About 3.8%, Then 3% — the Quiet Derating of a Monopoly
Baidu
Sony Relapsed Into ¥128B Losses After 'One Sony' — the Durable Fix Came in FY2016
Sony
AMD Bought ATI's GPUs in 2006 and Skipped the Software — CUDA Built an Estimated 85% Lead
AMD
Adobe's 'Overnight' 2013 Switch Was Two Years in the Making — the Real Test Is Now
Adobe
Late Fees Were About 16% of Blockbuster's Revenue — Matching Netflix Meant Burning Them
Blockbuster
Disney Paid Roughly $300 Million in Greenmail Three Months Before Eisner Walked In
Disney
Four Broken Handoffs in 60 Years: Disney's Board Kept Handing the Keys Back
Disney
Zuckerberg Warned of 'Network Collapse' While Letting Instagram Eat Facebook
Meta
Microsoft Was Winning the Last War in FY2014 — Nadella Made It Fight the Next One
Microsoft
613 SPACs Raised $162.5 Billion in 2021 — Retail Investors Were Left Holding the Loss
The SPAC Boom and Bust
The Pivot to Video Began in 2015, Before Facebook's Inflated Metric Was Public
The Pivot to Video
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