How companies create, capture and defend value. Real cases of competitive advantage, business models and decisions that defined entire industries.
In 2007, Reed Hastings had 6.7M DVD subscribers and the best retail margin in America. He chose to kill his own business. The story of 4 decisions and the book Hastings read as a survival manual.
StrategyWhy Uber subsidized drivers before riders, why it chose SXSW Austin as its second city, and why "liquidity" is the only metric that matters in the first 24 months of any marketplace.
StrategyIn 2013, Apple was preparing Apple Music. Spotify had less cash, less distribution, less time. It won by applying Rumelt's isolating mechanisms: data, personalization, and freemium as a cultural moat.
StrategyThe difference between "Cristiano Ronaldo" (the athlete) and "CR7" (the platform) is worth hundreds of millions. How Keller's brand equity pyramid, the Nike lifetime deal, and post-career vertical integration built the most profitable personal brand in sport.
Case · AfricaIn 2007, Safaricom launched what looked like a simple microcredit tool. Eighteen years later, M-Pesa moves more than half of Kenya's GDP. The story of 4 strategic decisions that redefined financial inclusion.
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