Blog Posts
- Home /
- Blog Posts
WeWork's $47B Implosion: When 'Vibe' Can't Pay the Rent
The Quick Take From $47B valuation to bankruptcy in under a decade — WeWork’s collapse is what happens when “vibe” eclipses business fundamentals. It sold a real estate arbitrage model as a world-changing tech story, and investors bought the hype… until the numbers came due.
Read More
Why Uber’s Billion-Dollar Gamble in China Crashed
The Quick Take Uber entered China in 2014 thinking it could outspend and out-innovate local rivals. Instead, it got steamrolled by Didi Chuxing, drained over $2 billion, and retreated in under three years.
Read More
Quibi: $1.7B Later—How to Stop Digging In Digital Bets
In 2020, Quibi launched with $1.7B from A-list investors and a game plan: create Hollywood-grade short videos for your phone, and take over mobile streaming. It shut down in 7 months, leaving a punchline where a unicorn was supposed to be.
Read More
Walmart in Germany: When Scale Isn’t Enough
In the late 1990s, Walmart charged into Germany. Local grocers shrugged, unions sharpened their knives, and by 2006 the world’s largest retailer packed up, with $1B+ in cumulative losses. How could the company that conquered America get crushed abroad—even with unlimited firepower?
Read More
Amazon in China: When Even the Best Need to Walk Away
Amazon’s global playbook has rewritten markets from Seattle to São Paulo. But in China—a $1 trillion e-commerce battlefield—it spent 15+ years losing ground. In 2019, Amazon finally shuttered its Chinese marketplace, conceding defeat to local champions Alibaba and JD.com. What really happened? And how can founders spot the signs before it’s too late to pivot or exit?
Read More