Lens family
429 analysesDecision Forks ✕
Epic Lost the Antitrust Case 9-to-1. It's Still Winning the War.
Epic Games
Baidu Didn't Miss Mobile. Mobile Stopped Being a Web It Could Read.
Baidu
Yahoo Didn't Lose to Google. It Lost to a Question It Refused to Answer.
Yahoo
AWS Wasn't Built From Spare Servers. That Story Hides the Real Bet.
Amazon
Meta Didn't Bet on the Metaverse. It Bet Against Two Companies It Couldn't Beat.
Meta
Meta Chose to Bleed Its Best Surfaces to Stop TikTok. It Worked - and It Still Lost.
Meta
Instagram Didn't Kill Snapchat. It Did Something Quieter, and Worse.
Snap
X Didn't Lose Its Advertisers by Accident. It Traded Them Away on Purpose.
X (Twitter)
Adobe Didn't Lose the Figma Deal to Regulators. It Lost It to Its Own Files.
Adobe
IBM Didn't Lose the PC Operating System. It Insisted on Not Owning It.
IBM
Nadella Didn't Save Microsoft. He Compounded a Foundation Ballmer Poured.
Microsoft
Microsoft Called Its OpenAI Bet 'Immaterial' for 18 Months. That Was the Whole Strategy.
Microsoft
Amazon Priced Its Phone Like an iPhone. That Was the Decision That Killed It.
Amazon Fire Phone
Apple Spent $1,542 in Parts to Sell You a $3,499 Headset. The Real Bet Wasn't the Headset.
Apple Vision Pro
Google Glass Didn't Fail Because It Was Early. It Failed Because Google Forgot It Was a Prototype.
Google Glass
Stadia Didn't Die Because the Streaming Failed. It Died Because Google Killed Its Own Reason to Exist.
Google Stadia
Ozempic Was Never a Weight-Loss Drug. The Internet Made It One.
Ozempic / Wegovy
The iPhone Wasn't a Sure Thing. In Its First Year It Was 0.5% of Apple.
The original iPhone
Windows Phone Was Already Dead When Microsoft Paid $7.9 Billion to Save It
Windows Phone
Adidas Didn't Lose a $1.5B Brand. It Lost a Bet It Never Told Shareholders It Made.
Yeezy
AOL Didn't Lose the Merger. It Won It — Then the Currency Collapsed.
AOL-Time Warner
AT&T Won the Antitrust Trial and Still Lost $40 Billion. The Courtroom Was Never the Problem.
AT&T-Time Warner
Regulators Didn't Kill the Figma Deal. Adobe Did, a Year Before They Showed Up.
Adobe-Figma
Bayer Paid $63 Billion for Monsanto. Today the Whole Company Is Worth Less Than That.
Bayer-Monsanto
The '$1 Billion Instagram Deal' Cost $715 Million - and It Wasn't a Vision. It Was a Surrender.
Facebook-Instagram
Google's Best Acquisition Cost About $50M. The Genius Was Giving It Away.
Google-Android
Microsoft Didn't Buy Activision for $69 Billion. It Bought a Scandal at a Discount.
Microsoft-Activision Blizzard
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