Lens family
429 analysesDecision Forks ✕
Microsoft Didn't Miss Mobile. It Held Second Place and Threw It Away.
Microsoft
Microsoft's $7.5 Billion Nokia Write-Off Wasn't a Bad Bet. It Was a Governance Failure.
Microsoft
Microsoft Wasn't Saved by Its Lawyers. It Was Saved by the Judge Who Wanted It Dead.
Microsoft
Microsoft Didn't Cannibalize Windows. It Did Something Smarter.
Microsoft
Oracle Wasn't Confused About the Cloud. It Was Defending a Cash Machine.
Oracle
Oracle Didn't Win the Cloud War. It Won a Lottery Ticket the AI Boom Sold It.
Oracle
SAP Didn't Persuade Its Customers to Move to the Cloud. It Set a Deadline.
SAP
The Activists Didn't Force Salesforce to Cut Costs. They Arrived 19 Days Too Late to Take Credit.
Salesforce
The Newton Failed at Everything Except the One Thing That Saved Apple
Apple Newton
The Edsel Didn't Fail Because It Was Ugly. It Failed Because Ford Sabotaged Itself.
Ford Edsel
Google+ Had 540 Million Users and Almost Nobody Inside. Here's the Difference.
Google+
The HP TouchPad Was Dead in 49 Days. The Fatal Mistake Was Made Before Day One.
HP TouchPad
Portal Wasn't a Bad Product. It Was a Camera Sold by the One Company Nobody Trusted to Watch.
Meta Portal
Kinect Sold 8 Million in 60 Days. Then Microsoft Strapped It to a Console Nobody Wanted at $499.
Microsoft Kinect
The Zune Didn't Lose to the iPod. Microsoft Beat It First.
Microsoft Zune
The Wii U Sold 13 Million. The Switch Sold 156 Million. Same Idea.
Nintendo Wii U
Sony Invented Portable Music, Then Handed the Future to Apple to Protect Its Record Label
Sony Walkman
Chevron Didn't Buy Guyana. It Bought the Whole Company So It Wouldn't Have To.
Chevron-Hess
Facebook Didn't Pay $19B for WhatsApp. It Paid to Keep It Away From Google.
Facebook-WhatsApp
Google Didn't Lose $9.6 Billion on Motorola. It Bought an Insurance Policy and Sold the Box It Came In.
Google-Motorola
The Kroger-Albertsons Merger Didn't Die in Court. It Died in the Companies' Own Files.
Kroger-Albertsons (blocked)
Nvidia Could Have Paid Any Price for Arm. The Problem Was That It Was Nvidia.
Nvidia-Arm (blocked)
Paramount Wasn't Sold for $8 Billion. One Family Was Paid 2.6x to Hand Over the Keys.
Paramount-Skydance
DoorDash Didn't Beat Uber Eats in the City. It Refused to Fight There.
DoorDash vs Uber Eats
Lyft Won the Boycott and Still Lost the War. The #2 Was Always Going to Be #2.
Uber vs Lyft
An Investor With 0.02% Took Three Exxon Board Seats. The Math Is the Whole Story.
The Activist-Investor Era
FTX Didn't Cause the Crypto Winter. It Was the Last Domino, Not the First.
The Crypto Winter
The SPAC Wasn't a Broken IPO. It Was a Working Machine for Moving Risk to People Who Couldn't See It.
The SPAC Boom and Bust
Microsoft Wasn't Dying When Nadella Arrived. It Was Worth $86 Billion in Revenue and Going Nowhere.
Microsoft
Disney's Real Succession Problem Isn't the Founder Who Died. It's the Board That Won't Choose.
Disney