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  • July 2024
  • Case

The Voice Wars Continues 2024: Hey Google vs. Alexa vs. Siri vs. ChatGPT
By: David B. Yoffie and Sarah von Bargen
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  • June 2024
  • Teaching Note

Roku 2021
By: David B. Yoffie
Teaching Note for HBS Case No. 721-480. This case is used to explore the strategic concept of "look forward, reason back." Roku in 2021 is trying to figure out the future of television and streaming media. Students are asked to provide a vision for television and...  View Details
Keywords: Technology; Television Entertainment; Forecasting and Prediction; Decision Choices and Conditions; Strategy; Strategic Planning; Media and Broadcasting Industry
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  • June 2024
  • Teaching Note

Numenta in 2020: The Future of AI
By: David B. Yoffie
In 2020, Numenta’s co-founder, Jeff Hawkins, completed his pathbreaking research on artificial intelligence. His co-founder and CEO, Donna Dubinsky, had to find a business model to monetize the technology. This teaching note explores the challenges of building a...  View Details
Keywords: Artificial Intelligence; Monetization; Information Technology; Strategy; Intellectual Property; AI and Machine Learning; Business Model; Technology Industry
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  • May 2024
  • Case

LinkedIn Corporation, 2024
By: David B. Yoffie, George Gonzalez and Emily Grandjean
By 2024, the LinkedIn profile was well established as the professional identity of record on the Internet. Following a multi-year effort to expand the platform’s user base, as well as a period of rapid growth during the COVID-19 pandemic, LinkedIn’s membership had...  View Details
Keywords: Platform; Business Strategy; Competitive Strategy; Goals and Objectives; Social Media; Network Effects; Growth and Development Strategy; Performance Evaluation; Technology Industry; Employment Industry; Sunnyvale
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  • May 2024
  • Teaching Note

Collaboration Wars: Slack vs. Microsoft Teams 2023
By: David B. Yoffie
Teaching Note for HBS Case No. 722-398.  View Details
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  • May 2024
  • Teaching Note

AI21 Labs in 2023: Strategy for Generative AI
By: David Yoffie
Teaching Note for HBS Case 724-383. The case has 3 important teaching purposes: First, what are the advantages and disadvantages of imitation? (e.g., Should AI21 imitate OpenAI with a chatbot?) Second, what are the advantages and disadvantages of keeping new technology...  View Details
Keywords: AI; Generative Ai; Generative Models; AI and Machine Learning; Innovation Strategy; Growth and Development Strategy; Business Model; Business Startups; Open Source Distribution; Competitive Advantage; Technology Industry; Israel
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  • April 2024
  • Teaching Note

Mending Meta: Content Curation, Misinformation, and Platform Governance
By: David B. Yoffie
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  • April 2024
  • Case

Qualcomm, Inc. in 2024
By: David B. Yoffie and Sarah von Bargen
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  • April 2024
  • Case

ChatGPT Enters the Voice Wars 2024
By: David B. Yoffie and Sarah von Bargen
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  • March 2024
  • Teaching Note

CyberArk: Fearlessly Forward in a Digital World
By: David B. Yoffie
CyberArk was a leader in privileged access management and was an emerging leader in security identity. This case explores strategies in cybersecurity and whether big bets are needed to become a global leader.  View Details
Keywords: Cybersecurity; Strategy
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  • March 2024
  • Case

Mending Meta: Content Curation, Misinformation, and Platform Governance
By: David B. Yoffie and Sarah von Bargen
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  • January 2024
  • Teaching Note

Apple Inc. in 2023
By: David B. Yoffie
Teaching Note for HBS Case No. 724-419.  View Details
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  • November 2023
  • Case

Apple Inc. in 2023
By: David B. Yoffie and Sarah von Bargen
Under CEO Tim Cook, Apple became the first trillion dollar market cap company, the first two trillion dollar company, and the first three trillion dollar company. Since the COVID pandemic, Apple gained over 20% of the world smartphone market and 50% of the U.S. market,...  View Details
Keywords: Competitive Advantage; Product Positioning; Emerging Markets; Competitive Strategy; Technological Innovation; Revenue; Technology Industry
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  • 2023
  • Working Paper

How Private Investors Value 'Platformness': An Exploratory Study of Unicorns
By: David B. Yoffie, Michael A. Cusumano, Annabelle Gawer, Sarah von Bargen and Kwesi Acquay
This paper explores the premium investors have been willing to pay for private companies (unicorns) that are digital platforms vs. traditional companies.  View Details
Keywords: Platforms And Ecosystems; Digital Platforms; Investment Portfolio
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  • September 2023 (Revised January 2024)
  • Case

AI21 Labs in 2023: Strategy for Generative AI
By: David Yoffie, Orna Dan and Elena Corsi
Israeli generative artificial intelligence company AI21 Labs was founded in 2017 to realize the vision of true machine intelligence. It sought to reinvent writing and reading and in 2020 it launched Wordtune, an app using GenAI software to offer alternate text...  View Details
Keywords: Decision Making; AI and Machine Learning; Innovation Strategy; Growth and Development Strategy; Applications and Software; Competitive Strategy; Technology Industry; Israel
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  • September 2023 (Revised June 2024)
  • Case

CyberArk: Fearlessly Forward in a Digital World
By: David B. Yoffie and Daniela Beyersdorfer
CyberArk was a leader in privileged access management and was an emerging leader in security identity. This case explores strategies in cybersecurity and whether big bets are needed to become a global leader.  View Details
Keywords: Cybersecurity; Strategy; Technology
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  • August 2023
  • Case

Ripple 2023
By: David B. Yoffie, Andy Wu and Sarah von Bargen
This case covers Ripple’s events from 2020–2023. The focus of this case is Ripple’s 2023 victory over the SEC, which sued Ripple in 2020 claiming that they did not register their XRP coins as securities. After Ripple’s victory, CEO Garlinghouse faced numerous...  View Details
Keywords: Cryptocurrency; Currency; Lawsuits and Litigation; Business Strategy
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  • June 2023
  • Case

Collaboration Wars: Slack vs. Microsoft Teams 2023
By: David B. Yoffie, Kriti Gupta, Mehek Punatar, Poonam Sacheti and Poorvi Vijay
What's the future of corporate communications? Email? Corporate messaging? The battle for corporate messaging in 2023 was stacking up as a fight between Slack, which had been recently acquired by Salesforce, and Microsoft Teams. This case explores a classic judo...  View Details
Keywords: Competition; Product Positioning; Marketing Strategy; Acquisition; Technology Industry; Communications Industry
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  • March 2023 (Revised June 2023)
  • Case

Metaverse Wars
By: Andy Wu, David B. Yoffie and Matt Higgins
In 2023, the term metaverse — a combination of “meta” and “universe” — had become a catch-all for a diverse set of expectations about online virtual worlds and the future of the internet. To some, the metaverse conjured images of a massive participatory videogame...  View Details
Keywords: Metaverse; Technology; Virtual Reality; Facebook; Social Media; Technological Innovation; Internet and the Web; Technology Adoption
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  • June 2022 (Revised July 2022)
  • Teaching Note

The Voice War Continues: Hey Google vs. Alexa vs. Siri in 2022
By: David B. Yoffie
Teaching Note for HBS Case No. 722-462.  View Details
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