Lens family
445 analyses · Decision Forks
Microsoft Spent $13 Billion to Become OpenAI's Best-Funded Captive Customer
Microsoft-OpenAI
Switzerland Called It a Rescue. A Court Called It Unlawful.
UBS-Credit Suisse
Android Won the Phones. Apple Won the Money. Both Were on Purpose.
iOS vs Android
The Trillion-Dollar AI Bet Runs on a Number Nobody Has Actually Earned Yet
The AI Capex Boom
Amazon Didn't Kill the Department Store. The Loan Did.
The Death of the Department Store
The GLP-1 Supercycle Has One Crack: Two-Thirds of Patients Quit Within a Year.
The GLP-1 Gold Rush
TikTok Lost at the Supreme Court — Unanimously — and Never Closed for a Full Day
The TikTok Ban Saga
Cheap Money Didn't Inflate Startups. It Rewired How They Were Built.
The ZIRP Hangover
Netflix's Famous U-Turns Weren't Vision. They Were the Subscriber Counter Screaming.
Netflix
Meta Never Bet the Company. It Bet a Rounding Error and Called It Courage.
Meta
Boeing Bet the Company Three Times and Won. The Time It Refused to Bet Is the One That Nearly Killed It.
Boeing
Intel Did the Math on the iPhone and Said No. The Math Was Right.
Intel
AMD Was Never Bankrupt. The Comeback Was Quieter, Harder, and More Instructive Than the Legend.
AMD
Zoom Didn't Choose to Disrupt Itself. The Numbers Chose for It.
Zoom
Snap Didn't Choose to Cannibalize Its Cash Cow. The Choice Was Made For It.
Snap
X Didn't Collapse Because Musk Broke It. It Collapsed Because the Math Was Always a Trap.
X (Twitter)
eBay Killed the Auction to Become Amazon. It Got Half of Amazon and None of eBay.
eBay
Target Didn't Almost Die in 2022. It Took a Bullet to the Margin On Purpose.
Target
Tesco Lost £6.4bn and Survived. Almost None of It Was the Scandal Everyone Remembers.
Tesco
Walgreens Didn't Die of One Wound. It Died of Three It Saw Coming.
Walgreens
H&M Built Six Brands to Disrupt Itself. It Forgot to Disrupt the One That Mattered.
H&M
Gap Didn't Lose to Fast Fashion. It Beat Itself by Building Its Own Killer.
Gap
Crocs Didn't Come Back by Embracing Ugly. It Came Back by Fixing the Balance Sheet First.
Crocs
Domino's Famous Comeback Story Has the Dying Part Wrong
Domino's
Subway Didn't Die From a Scandal. It Died From Building Too Many Subways.
Subway
Ford Didn't Disrupt Its Own Truck. It Built a Fire Escape and Used It.
Ford
Mercedes Built an Electric Empire to Protect a Gasoline One. Then Both Cracked.
Mercedes-Benz
Porsche Didn't Cannibalize the 911. It Decided to Keep It as a Trophy.
Porsche
Hyundai's Comeback Wasn't a Quality Miracle. It Was a 100,000-Mile Hostage Note.
Hyundai
Lucid Built the Best EV Nobody Could Afford to Sell. The Money Did the Rest.
Lucid