The Unstappable Rise of LG TVs
**Why Display Technology Strategists Rewatch This 14-Minute LG OLED Contrarian Bet** Early 2010s "OLED was dead end—too fragile, expensive, impossible to scale, who would pay $10,000 for TV?" Every major company backed off except LG. Today LG owns "52% global OLED TV market" and supplies panels to Samsung, Sony, Panasonic, Philips—competitors "that dismissed OLED as impractical are now LG Display's biggest customers."
When the Underdog Finally Wins: The Rebirth of AMD
**Why Semiconductor Strategists Rewatch This 13-Minute AMD Underdog Comeback Analysis** NVIDIA captured 94% GPU market share Q2 2025 (up from 88% prior year) while AMD slipped to 6%—"AMD wasn't even real AI competitor, more of footnote." Yet OpenAI just signed massive deal potentially reaching $100B with AMD not NVIDIA, including "warrant for up to 160 million shares of AMD common stock, up to 10% of AMD."
What Happened to Blackberry
**Why Technology Turnaround Strategists Rewatch This 14-Minute BlackBerry Pivot Case Study** BlackBerry captured 43% US smartphone market share at peak, stock hit $150 in 2008, fiscal 2011 revenue reached $20B with "over 80% from hardware." By 2013 stock fell to $5, device sales plummeted from 50M phones (2011) to under 30M after Z10 touchscreen launch—"moment had come and gone." CEO John Chen: "When I came in, losing market share, writing off lot of stuff, losing money like crazy, billions of dollars every quarter."
The Billionaire Who Automates Everything - Thomas Peterffy
**Why Efficiency Obsessives Study This 32-Minute Thomas Peterffy Breakdown on Repeat** Interactive Brokers generated $3.7 billion profit on $5.2 billion revenue—71% margins that make competitors look inefficient. The 81-year-old founder's $80 billion net worth came from six decades of automation obsession that made everyone think he was "mad."
The Rise and Fall of Budweiser vs. Craft Beers
Why Brand Strategists Study This 10-Minute Budweiser Case Study on Market Dominance Loss Budweiser controlled nearly 50% of the US beer market at its peak. Today, craft breweries claiming 13%+ share have permanently altered competitive dynamics—revealing how market leaders lose dominance not through single failures, but systematic strategic missteps.
Build A Bear Workshop - Why They're Successful
How does a company go from losing $48 million to making $48 million in the exact same amount—while outperforming Nvidia's stock returns? This is Build-A-Bear's resurrection story, and it's a masterclass in turnaround strategy.
The Fried Chicken War - KFC's Collapse vs. Raising Cane's
How does a restaurant with only four items on the menu crush a global empire with 30,000 locations? This is the fried chicken war that reveals everything about focus versus complexity.
Why Subway is Dying While Jersey Mike's Rises
How does a brand with 3,000 stores get valued almost the same as a competitor with 36,000 locations? The answer reveals everything wrong with growth at all costs.
Del Taco vs. Taco Bell
How does a brand with better food, fresher ingredients, and a cult following lose to a competitor 12 times its size? This is the 60-year story of Del Taco versus Taco Bell—a rivalry that was never actually close.
China Coffee Ware - Starbucks Losing to Luckin
How does a brand once accused of fraud open 26,000 stores in three years and crush Starbucks in the world's largest coffee market? This is the story of Luckin Coffee—and it's not just about coffee. Starbucks' China market share collapsed from 34% to 14% between 2019 and 2024.
How Wawa Is Beating Fast Food Companies At Their Own Game
How does a gas station convenience store outcompete McDonald's, Starbucks, and Burger King at breakfast—and build a cultlike following while doing it?
The Cheesecake Factory - Why They're Successful
**Forget everything you think you know about restaurant chains.** The Cheesecake Factory shouldn't work: a menu the size of a novel, massive portions, and a look that screams "ancient Roman palace." Yet, they dominate.