Hi there, Today we will talk about how Intel acquired Mobileye, used its ADAS platform to grow in automotive computing, and then re-IPOed the business to sharpen focus and fund the next stage of growth. Intel bought Mobileye to gain a position in advanced driver-assistance systems (ADAS) and autonomous driving. The target brought computer vision chips, software, and long-standing automotive relationships. Intel planned to pair Mobileye’s stack with its own silicon, manufacturing, and capital....
4 days ago • 3 min read
Hi there, Today we will talk about how Shein built an ultra-fast fashion machine by using real-time data and flexible suppliers to launch trends in days, and what that speed means for quality, logistics, and growing scrutiny. Shein built a global audience by turning social trends into products at incredible speed. The app served an endless feed of low-priced styles that refreshed daily. Short runs tested demand and reduced inventory risk. Scale arrived fast, and so did questions about...
8 days ago • 3 min read
Hi there, Today we will talk about how Temu used ultra-low prices, heavy subsidies, and aggressive marketing to break into the U.S. market, and what its playbook teaches us about cross-border e-commerce economics. Temu entered the U.S. market with very low prices and constant promotions. The app made shopping feel like a game, with daily rewards and flash deals. Shipping took longer than domestic rivals, but free returns and credits reduced anxiety. Growth came from heavy marketing and a...
11 days ago • 4 min read
Hi there, Today we will talk about OpenAI’s 2023 governance crisis and what it teaches leaders about balancing mission, board design, safety, and trust in a fast-growing AI company. OpenAI entered 2023 with rapid product momentum and intense global attention. A sudden leadership rupture exposed the limits of its unique governance model. Employees, partners, and users demanded clarity about mission, safety, and control. The organization had to restore stability while protecting long-term...
15 days ago • 3 min read
Hi there, Today we will talk about how Shopify built and then unwound its logistics network to refocus on its software core. Shopify set out to help independent merchants match fast delivery expectations. It built a fulfillment network and bought robotics and last mile capability to speed the plan. The model proved capital heavy and sensitive to execution. Shopify exited logistics and chose a partner route while doubling down on software. Executive Summary Shopify built a logistics stack to...
18 days ago • 3 min read
Hi there, Today we will talk about how Google Cloud turned fast growth into a profitable, enterprise-focused cloud business. Google Cloud needed to move from growth at any cost to growth with clear returns. Enterprise buyers wanted reliability, security, and support, not only raw technology. The company shifted to industry solutions and multi year deals. Profitability followed when usage, contracts, and costs lined up. Executive Summary Google Cloud invested in enterprise features, go to...
22 days ago • 3 min read
Hi there, Amazon wants health care that feels simple. One Medical needed reach, capital, and product scale. Together they could connect clinics, telehealth, and pharmacy into one path. Amazon chose to buy the front door for primary care. Executive Summary Amazon closed its acquisition of One Medical for about $3.9 billion in February 2023. The deal added staffed clinics, 24/7 virtual care, and employer contracts to Amazon’s health portfolio. It created a place where Prime members could add...
25 days ago • 4 min read
Hi there, TSMC built its leadership by running massive, precise factories in Taiwan. Global customers wanted more geographic resilience as supply chain risk increased. The United States offered incentives and a large market for advanced chips. TSMC chose to build leading edge capacity in Arizona. Executive Summary The Arizona project aimed to add a secure source of advanced logic for North American customers. It promised closer collaboration with large chip buyers and a hedge against regional...
29 days ago • 3 min read
Hi there, Epic argued that Apple’s App Store rules limited consumer choice and overcharged developers. Apple said its model protected users and funded a safe ecosystem. Courts required Apple to allow links to outside payments, then faulted Apple’s first attempt at compliance. Regulators in Europe forced even broader changes, opening new paths for app stores and payments. Executive Summary Epic launched a legal and policy campaign to break Apple’s tight control of iOS app distribution and...
about 1 month ago • 4 min read