Lens family
429 analysesDecision Forks ✕
Disney Didn't Get Rescued in 1984. It Got Raided First.
Disney
Blockbuster Didn't Die Because It Said No to Netflix. It Died Because It Couldn't Afford to Say Yes.
Blockbuster
Intel's Revenue Barely Moved. Everything That Mattered Collapsed Anyway.
Intel
IBM's Famous Comeback Came From One Decision: Refusing to Break the Company Apart.
IBM
AMD Didn't Lose the AI Race in 2023. It Lost It in 2006, Building the Wrong Thing.
AMD
Qualcomm Lost the Standards War. It Won the Toll Booth Instead.
Qualcomm
HP Kept Hiring CEOs to Fix It. The Thing They Were Fixing Was Its Soul.
HP
Sony's Comeback Wasn't a Comeback. It Was a Relapse, Then a Real One.
Sony
Baidu Didn't Collapse. It's Doing Something Worse — Slowly.
Baidu
CrowdStrike Fixed the Bug in 78 Minutes. The Reputation Took Longer—and Cost More.
CrowdStrike
Nintendo Was Never Dying. It Was Confused — and the Switch Was the Answer to the Wrong Question.
Nintendo
Shein Didn't Out-Design the Fashion Industry. It Found Three Loopholes and Stood in All of Them.
Shein
Adidas Never Actually Died. That's Why the Comeback Worked.
Adidas
Chipotle Didn't Recover From Bad Burritos. It Recovered Three Years Late, From a New Office.
Chipotle
Mary Barra Fixed GM's Balance Sheet. She Hasn't Solved the Harder Problem: Who's Next.
General Motors
The New York Times Didn't Engineer Its Comeback. It Bought Time and Got Lucky.
New York Times
Southwest's Pilots Told It the Bomb Was Ticking. It Went Off a Month Later.
Southwest
Ford Built a Stadium for the Electric F-150. Then 40,000 People Showed Up.
Ford
Nokia Didn't Pivot to Networks. It Bought the Lifeboat Before It Sold the Ship.
Nokia
Tesla Built a Legal Machine to Keep One Man in Control. In 2025, It Started Costing Them.
Tesla
Diageo Built a Moat Out of Whisky It Can't Sell Yet. Now the Moat Is Drinking Its Cash.
Diageo
Mondelēz Doesn't Sell Oreos in Mexico. It Rents 440,000 Tiny Shops to Do It.
Mondelez
Nestlé Didn't Buy Back Its Coffee Rights. It Bought Rights It Never Had.
Nestle
Pepsi Won the Taste Test and Lost the War. The Sip Was the Trick.
PepsiCo
Walmart Built Its Marketplace in 2009. It Spent a Decade Pretending It Hadn't.
Walmart
Everyone Blames the Opioid Settlement. CVS Decided to Close the Stores a Year Earlier.
CVS Health
Broadcom Wasn't Blocked for Being Foreign. It Was Blocked for Being Cheap.
Broadcom
Gelsinger Didn't Lose the Race. He Picked a Strategy That Could Never Pay for Itself.
Intel
Snowflake Didn't Invent Splitting Storage From Compute. It Did Something Harder.
Snowflake
The Palm Founders Didn't Come Home. They Were Carried Back on a Stretcher.
Palm