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Simulation LeagueMatchday 29 is Live

Netflix: Cannibalise the DVD Business

You are the CEO of a publicly-traded mail-order DVD rental company. ~$1B in annual revenue, profitable, market leader. Your business is at peak: 7M subscribers, ~95% gross margin on each DVD rented through the postal system. Wall Street loves you.

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pm library · 2026

A product management library worth your weekend.

126 case studies, 30 book reviews, 18 playlists. Hand-picked. Free forever.

AI Decoded

11 Jul

The AI Customer Support Reality Check Nobody Wanted

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How ready is your site?

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Case Studies10 items

Featured deep dives across all categories

Adyen · 2006

Adyen: The Silent Giant of Enterprise Acquiring

Processed nearly $1 trillion in volume with a phenomenally high take-rate efficiency, dominating the global enterprise space.

FintechPaymentsEnterprise

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AutoTask AI · 2026

Unleashing the Agents: The Cost of Premature Autonomy

Recovered trust and reached $15M ARR, pivoting to a 'supervised autonomy' model.

AITrust & SafetyProduct Strategy

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HireBench · 2026

The AI Interviewer: Replacing Resumes with Agent-Led Assessments

Series B secured; now processing 40% of all YC startup technical screens.

AIGrowthProduct Pivot

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Amazon · 2004

Amazon's Jeff Bezos 'Working Backwards' Method

AWS, Kindle, Alexa, Prime all born from this process. $500B+ revenue.

processinnovationcustomer obsession

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Apple · 2026

The Siri Revival: Opening the Walled Garden to External Intelligence

Siri usage surged 400%, maintaining iOS dominance in the agentic era.

EcosystemBig TechAI

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Byju's · 2011

How BYJU'S Lost $20 Billion in Two Years

Peak $22B valuation collapsed to effectively zero. Insolvency proceedings initiated 2024. Aakash separated. Acquired assets sold off or written down to nothing. One of the largest valuation destructions in startup history.

edtechM&Agrowth

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Coca-Cola · 2014

The 'Hello Happiness' Phone Booths: Coca-Cola's Empathy Utility

Over 40,000 calls made in a month, massive brand loyalty, and a masterclass in empathetic marketing.

brandempathymarketing

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BACA Systems · 2021

BACA Systems - Running a Robotics Factory on a CRM

Saved over $200,000 in legacy software fees and unified the sales and manufacturing pipelines into a single interface.

OperationsEnterpriseB2B

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Cred · 2018

How Cred Built India's Most Designed Fintech

$6.4B peak valuation, held flat through 2024 raise. 13M+ members. Cred Cash, Cred Money, Cred Garage layering monetization on top of the original brand asset.

designfintechexclusivity

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MoviePass · 2017

The $9.95 Mirage - How MoviePass Subsidized the Cinema Industry Into Bankruptcy

The company burned through hundreds of millions of dollars as heavy usage outpaced revenue, resulting in spectacular bankruptcy in 2019.

PricingSubscriptionEntertainment

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Indian company deep dives

YC startup homepages audited

Original research

We audited 494 YC startup homepages

35 technical checks each. Median 75/100, top score 98. Every company named and ranked.

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