David B. Yoffie - Publications - Faculty & Research - Harvard Business School

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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

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; Technological Innovation; Technology Industry

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

June 2023 (Revised November 2024)
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

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

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

June 2022
Teaching Note

Doubling Down: Elon Musk’s Big Bets in 2022

By: David Yoffie

Teaching Note for HBS Case No. 722-439. View Details

May 29, 2022
Article

Pourquoi le business model des plateformes est-il si performant? [Why Is the Platform Business Model So Successful?]

By: Annabelle Gawer, Michael A. Cusumano and David B. Yoffie

May 2022 (Revised July 2022)
Case

The Voice War Continues: Hey Google vs. Alexa vs. Siri in 2022

By: David B. Yoffie and Daniel Fisher

In 2022, after five years of pursuing a new "AI-first" strategy, Google had captured a sizeable share of the American and global markets for voice assistants. Google Assistant was used by hundreds of millions of users around the world, but Amazon retained the largest... View Details

Keywords: Strategy; Artificial Intelligence; Deep Learning; Voice Assistants; Smart Home; Market Share; Globalized Markets and Industries; Competitive Strategy; Digital Platforms; AI and Machine Learning; Technology Industry; United States

March 2022 (Revised November 2023)
Case

Doubling Down: Elon Musk's Big Bets in 2022

By: David Yoffie and Daniel Fisher

2021 was a banner year for Elon Musk. CEO of the electric vehicle manufacturer Tesla, the aerospace manufacturer SpaceX, and a few smaller startups, Musk became the richest person on Earth after Tesla reached a market capitalization of $1 trillion and SpaceX a private... View Details

Keywords: Innovation and Management; Competitive Advantage; Competitive Strategy; Information Infrastructure; Applications and Software; Transportation; Strategic Planning; Leadership Style; Leading Change; Goals and Objectives; Aerospace Industry; Auto Industry; Battery Industry; United States; Europe; China

January 2022
Supplement

Apple Inc. in 2020 – Select Market Data

By: David B. Yoffie

Supplement to HBS Case No. 720-454, "Apple Inc. in 2020." View Details

January 2022
Teaching Note

Mobileye 2021: Robotaxi and/or Consumer AV?

By: David B. Yoffie

The Mobileye 2021 case is a strategy case developed for the Strategy & Technology course, which is a second year elective at Harvard Business School. The primary purpose of the case is to teach the framework, “Look Forward, Reason Back,” which is described in David... View Details

Keywords: Technology Companies; Robotics; Autonomous Vehicles; Strategy; Decision Making; Transportation; Technological Innovation; Auto Industry; Technology Industry; Transportation Industry; Israel

January 3, 2022
Other Article

Pushing Social Media Platforms to Self-Regulate

By: Michael A. Cusumano, David B. Yoffie and Annabelle Gawer

December 2021 (Revised March 2022)
Case

Collaboration Wars: Slack vs. Microsoft Teams

By: David B. Yoffie, Kriti Gupta, Mehek Punatar, Poonam Sacheti and Poorvi Vijay

In 2021, Slack was acquired by Salesforce. While widely viewed as the best corporate collaboration and messaging software, Slack was being challenged by Microsoft, which was giving away its competitive product, Microsoft Teams, for free with a subscription to... View Details

Keywords: Information Technology; Applications and Software; Technology Adoption; Acquisition; Business Model; Business Strategy; Competitive Strategy; Corporate Strategy; Competition; Expansion; Technology Industry

October 2021
Article

Can Self-Regulation Save Digital Platforms?

By: Michael A. Cusumano, Annabelle Gawer and David B. Yoffie

This article explores some of the critical challenges facing self-regulation and the regulatory environment for digital platforms. We examine several historical examples of firms and industries that attempted self-regulation before the Internet. All dealt with similar... View Details

Keywords: Self-regulation; Government Regulation; Digital Platforms; Governing Rules, Regulations, and Reforms

Find at Harvard

2021
Chapter

Social Media Companies Should Self-Regulate. Now.

By: David B. Yoffie, Michael A. Cusumano and Annabelle Gawer

June 2021
Case

Mobileye 2021: Robotaxi and/or Consumer AV?

By: David B. Yoffie, Danielle Golan and Nicole Tempest Keller

In March 2021, Amnon Shashua, co-founder and CEO of Israel-based Mobileye, was preparing to meet with Intel’s new CEO, Pat Gelsinger, to review plans for the future. Mobileye had been acquired by California-based Intel in 2017, but still operated independently.... View Details

Keywords: Technology Companies; Robotics; Autonomous Vehicles; Strategy; Decision Making; Transportation; Technological Innovation; Technology Industry; Auto Industry; Transportation Industry; Israel

May 2021
Case

Roku 2021

By: David B. Yoffie and Daniel Fisher

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 streaming media (that is, Look Forward) by... View Details

Keywords: Television Entertainment; Forecasting and Prediction; Decision Choices and Conditions; Strategy; Strategic Planning; Media and Broadcasting Industry

April 2021
Teaching Note

Social Media War 2021: Snap vs. Facebook vs. TikTok

By: David B. Yoffie and Daniel Fisher

This teaching note provides analysis and a teaching plan for the Social Media War 2021: Snap vs. Facebook vs. TikTok case. View Details

Keywords: Strategy Development; Competitor Analysis; Strategy; Network Effects; Competitive Strategy; Decision Choices and Conditions; Social Media

April 2021 (Revised March 2024)
Case

Social Media War 2021: Snap vs. Facebook vs. TikTok

By: David B. Yoffie and Daniel Fisher

This case explores the competitive war between Snap, Facebook, and TikTok in 2021. The strategic focus is on Snapchat: how should it respond to the emergence of TikTok, and how should it compete with the dominant competitor in its space—Facebook. The case examines... View Details

Keywords: Strategy Development; Competitor Analysis; Strategy; Network Effects; Competitive Strategy; Decision Choices and Conditions; Social Media

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