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      • December 2023 (Revised January 2025)
      • Case

      Research In Motion: Launching and Scaling the World's First Smartphone Empire (A)

      By: Tatiana Sandino and Samuel Grad
      In 2005, Research In Motion’s (RIM) BlackBerry smartphone was a sensation. After its launch in 1999, the groundbreaking BlackBerry had captured the hearts and minds of corporate America through its secure wireless email service. The device was so addictive and... View Details
      Keywords: Business Growth and Maturation; Decision Choices and Conditions; Mobile and Wireless Technology; Innovation and Management; Technological Innovation; Business or Company Management; Management Style; Product Development; Managerial Roles; Growth and Development Strategy; Technology Industry; United States; Canada
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      Sandino, Tatiana, and Samuel Grad. "Research In Motion: Launching and Scaling the World's First Smartphone Empire (A)." Harvard Business School Case 124-023, December 2023. (Revised January 2025.)
      • December 18, 2023
      • Article

      Are Everywhere Stores the New Face of Retail?

      By: David R. Bell, Santiago Gallino and Antonio Moreno
      Historically, customer engagement and product fulfillment occurred in the same place — a traditional retail store. But today, retailers are beginning to explore how they can create opportunities for customers to engage with products in native environments. A related... View Details
      Keywords: Customer Focus and Relationships; Consumer Behavior; Distribution; Logistics; Retail Industry
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      Bell, David R., Santiago Gallino, and Antonio Moreno. "Are Everywhere Stores the New Face of Retail?" MIT Sloan Management Review (website) (December 18, 2023).
      • 2023
      • Article

      Balancing Risk and Reward: An Automated Phased Release Strategy

      By: Yufan Li, Jialiang Mao and Iavor Bojinov
      Phased releases are a common strategy in the technology industry for gradually releasing new products or updates through a sequence of A/B tests in which the number of treated units gradually grows until full deployment or deprecation. Performing phased releases in a... View Details
      Keywords: Product Launch; Mathematical Methods; Product Development
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      Li, Yufan, Jialiang Mao, and Iavor Bojinov. "Balancing Risk and Reward: An Automated Phased Release Strategy." Advances in Neural Information Processing Systems (NeurIPS) (2023).
      • November 2023 (Revised April 2025)
      • Case

      Norse Atlantic Airways

      By: Willy Shih
      Bjørn Tore Larsen, Norse Atlantic Airways' founder and CEO, hadn't planned to get into the airline business. But when the COVID-19 pandemic depressed the global demand for air travel and the lease rates for jetliners, he realized if ever he was going to get into the... View Details
      Keywords: Business Model; Business Startups; Market Entry and Exit; Leasing; Business Strategy; Segmentation; Interest Rates; Air Transportation Industry; Europe; North America; Norway; United Kingdom; United States
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      Shih, Willy. "Norse Atlantic Airways." Harvard Business School Case 624-034, November 2023. (Revised April 2025.)
      • November 2023
      • Case

      Copilot(s): Generative AI at Microsoft and GitHub

      By: Frank Nagle, Shane Greenstein, Maria P. Roche, Nataliya Langburd Wright and Sarah Mehta
      This case tells the story of Microsoft’s 2018 acquisition of GitHub and the subsequent launch of GitHub Copilot, a tool that uses generative artificial intelligence to suggest snippets of code to software developers in real time. Set in late 2021, when Copilot was... View Details
      Keywords: Business Ventures; Strategy; AI and Machine Learning; Applications and Software; Product Launch; Information Technology Industry; Technology Industry; Web Services Industry; United States; California
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      Nagle, Frank, Shane Greenstein, Maria P. Roche, Nataliya Langburd Wright, and Sarah Mehta. "Copilot(s): Generative AI at Microsoft and GitHub." Harvard Business School Case 624-010, November 2023.
      • 2023
      • Working Paper

      Learning by Investing: Entrepreneurial Spillovers from Venture Capital

      By: Josh Lerner, Jinlin Li and Tong Liu
      This paper studies how investing in venture capital (VC) affects the entrepreneurial outcomes of individual limited partners (LPs). Using comprehensive administrative data on entrepreneurial activities and VC fundraising and investments in China, we first document that... View Details
      Keywords: Partners and Partnerships; Entrepreneurship; Venture Capital; Investment; China
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      Lerner, Josh, Jinlin Li, and Tong Liu. "Learning by Investing: Entrepreneurial Spillovers from Venture Capital." Harvard Business School Working Paper, No. 24-029, November 2023.
      • 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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      Yoffie, David B., and Sarah von Bargen. "Apple Inc. in 2023." Harvard Business School Case 724-419, November 2023.
      • November 2023 (Revised January 2024)
      • Case

      Bridgit: Persevere or Pivot?

      By: Reza Satchu and Patrick Sanguineti
      In late 2012, Mallorie Brodie and Lauren Lake, two young women in their final year of college, founded Bridgit, a technology startup that developed solutions to simplify vital but laborious processes within the construction industry. In the Fall of 2013, after months... View Details
      Keywords: Entrepreneur; Founder; Co-founders; Women Executives; Pivot; Startup; Business Model; Business Startups; Entrepreneurship; Applications and Software; Product Launch; Research and Development; Competition; Construction Industry; Technology Industry; United States; Canada
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      Satchu, Reza, and Patrick Sanguineti. "Bridgit: Persevere or Pivot?" Harvard Business School Case 824-118, November 2023. (Revised January 2024.)
      • November 2023
      • Teaching Plan

      Geely SEA: New Electric Vehicle Platforms

      By: Willy Shih
      Teaching Plan for HBS Case No. 622-001. Kent Bovellan, the Chief Engineer and Head of the Vehicle Architecture Center for Geely Holding, the Hangzhou, China headquartered global automotive group, was debating the platform choice for an upcoming "D" segment midsized... View Details
      Keywords: Product Innovation; Product Architecture; Product Engineering; Platform Design; Platform Strategy; Product Design; Product Development; Cost Management; Competitive Strategy; Industry Structures; Product Positioning; Auto Industry; China; Sweden
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      Shih, Willy. "Geely SEA: New Electric Vehicle Platforms." Harvard Business School Teaching Plan 624-055, November 2023.
      • November–December 2023
      • Article

      Iterative Coordination and Innovation: Prioritizing Value over Novelty

      By: Sourobh Ghosh and Andy Wu
      An innovating organization faces the challenge of how to prioritize distinct goals of novelty and value, both of which underlie innovation. Popular practitioner frameworks like Agile management suggest that organizations can adopt an iterative approach of frequent... View Details
      Keywords: Innovation; Novelty; Goals; Specialization; Coordination; Field Experiment; Software Development; Agile; Scrum; Iteration; Iterative; Organizations; Innovation and Invention; Value; Goals and Objectives; Integration; Applications and Software
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      Ghosh, Sourobh, and Andy Wu. "Iterative Coordination and Innovation: Prioritizing Value over Novelty." Organization Science 34, no. 6 (November–December 2023): 2182–2206.
      • October 2023 (Revised March 2024)
      • Case

      KOKO Networks: Bridging Energy Transition and Affordability with Carbon Financing

      By: George Serafeim, Siko Sikochi and Namrata Arora
      The problem was massive: two million hectares of African forests were lost annually to charcoal production for cooking, an area equivalent to 13 times Greater London, resulting in one billion tons of carbon emissions yearly. At the same time, an estimated 700,000... View Details
      Keywords: Clean Tech; Digital; Carbon Credits; Carbon Offsetting; Climate Change; Entrepreneurship; Energy Sources; Environmental Sustainability; Health; Market Design; Business Startups; Transition; Environmental Regulation; Policy; Consumer Products Industry; Consumer Products Industry; Africa; Kenya; Rwanda
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      Serafeim, George, Siko Sikochi, and Namrata Arora. "KOKO Networks: Bridging Energy Transition and Affordability with Carbon Financing." Harvard Business School Case 124-022, October 2023. (Revised March 2024.)
      • October 2023 (Revised January 2025)
      • Case

      Sydney Loves Kevin

      By: Ryan W. Buell and Himabindu Lakkaraju
      Kevin Roose was a columnist and podcast host for the New York Times, who focused on technology and its effects on society. When Microsoft launched the latest version of its search engine Bing in February 2023, the company invited Roose to its Redmond campus to... View Details
      Keywords: Newspapers; AI and Machine Learning; Technology Adoption; Technological Innovation; Perspective; Media and Broadcasting Industry; Technology Industry
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      Buell, Ryan W., and Himabindu Lakkaraju. "Sydney Loves Kevin." Harvard Business School Case 624-039, October 2023. (Revised January 2025.)
      • October 2023
      • Case

      Houghton Mifflin Harcourt: A Curriculum Provider Puts Itself on the Hook for Student Outcomes

      By: John J-H Kim, Derek C. M. van Bever, Michael Norris and Max Hancock
      Jack Lynch, CEO of Houghton Mifflin Harcourt (HMH) since 2017, was leading the company’s transformation from a legacy textbook publisher to a digital-first student outcomes provider, which earned subscription revenue from digital products and curriculum. In 2023, HMH... View Details
      Keywords: Edtech; Textbook; Publishing; Leading Change; Change Management; Transformation; Digital Transformation; Expansion; Business Strategy; Publishing Industry; Education Industry; United States
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      Kim, John J-H, Derek C. M. van Bever, Michael Norris, and Max Hancock. "Houghton Mifflin Harcourt: A Curriculum Provider Puts Itself on the Hook for Student Outcomes." Harvard Business School Case 324-011, October 2023.
      • 2022
      • Working Paper

      Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market

      By: Zach Y. Brown, Mark Egan, Jihye Jeon, Chuqing Jin and Alex A. Wu
      Index funds are one of the most common ways investors access financial markets and are perceived to be a transparent and low-cost alternative to active investment management. Despite these purported virtues of index fund investing and the introduction of new products... View Details
      Keywords: Mutual Funds; Passive Investing; Asset Management; Financial Markets; Investment Funds; Financial Management; Financial Services Industry; United States
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      Brown, Zach Y., Mark Egan, Jihye Jeon, Chuqing Jin, and Alex A. Wu. "Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market." Harvard Business School Working Paper, No. 24-019, October 2023. (NBER Working Paper Series, No. 31778, October 2023.)
      • October 24, 2023
      • Article

      10 Beliefs That Get in the Way of Organizational Change

      By: Frances X. Frei and Anne Morriss
      In their new book, Move Fast and Fix Things, Frances Frei and Anne Morriss outline five strategies to help leaders tackle their hardest problems and quickly make change. Their final strategy is to execute your plan with a sense of urgency. They argue that most... View Details
      Keywords: Organizational Change and Adaptation; Business or Company Management
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      Frei, Frances X., and Anne Morriss. "10 Beliefs That Get in the Way of Organizational Change." Harvard Business Review (website) (October 24, 2023).
      • October 2023
      • Case

      Leading Transformation at IHCL

      By: Krishna G. Palepu, V.G. Narayanan and Malini Sen
      In November 2017, Puneet Chhatwal, took charge as MD and CEO of IHCL, popularly referred to as the Taj Hotels. Despite being India’s largest hospitality company by market capitalization and respected for its values and service, IHCL had made losses for the last seven... View Details
      Keywords: Turn Around Management; Hospitality Industry; Brand Management; Financial Strategy; Business Model; Restructuring; Asset Management; Leadership Style; Crisis Management; Brands and Branding; Product Positioning; Segmentation; Asia; India
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      Palepu, Krishna G., V.G. Narayanan, and Malini Sen. "Leading Transformation at IHCL." Harvard Business School Case 124-041, October 2023.
      • October 2023
      • Case

      Social Finance: Driving Accountability

      By: Robin Greenwood, Richard S. Ruback and Robert Ialenti
      Social Finance is a Boston-based nonprofit that works at the intersection of finance and policy. It raises, allocates, and manages capital to fund projects in the areas of education, early childhood development, criminal justice, and health. The case explores how... View Details
      Keywords: Growth and Development Strategy; Nonprofit Organizations; Training
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      Greenwood, Robin, Richard S. Ruback, and Robert Ialenti. "Social Finance: Driving Accountability." Harvard Business School Case 224-043, October 2023.
      • October 2023
      • Case

      Shredder Setups or Straightlining into Risk?: Investing in What You Love

      By: Lauren Cohen and Grace Headinger
      Bob Hall, President of Green Gables Partners, evaluated whether to angel invest into an up-and-coming ski brand. As the son-in-law of the founder of Vera Bradley and having retired from a lengthy career on Wall Street, Hall was well-versed in both direct investing and... View Details
      Keywords: Family Office; Angel Investors; Direct Investment; Family Business; Business Growth and Maturation; Small Business; Financial Strategy; Personal Finance; Investment Portfolio; Private Equity; Decision Choices and Conditions; Risk and Uncertainty; Consumer Products Industry; Montana; United States
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      Cohen, Lauren, and Grace Headinger. "Shredder Setups or Straightlining into Risk?: Investing in What You Love." Harvard Business School Case 224-018, October 2023.
      • October 2023
      • Case

      Fixie and Conversational AI Sidekicks

      By: Jeffrey J. Bussgang and Carin-Isabel Knoop
      In March 2023, Fixie Co-Founder and Chief Architect Matt Welsh and co-founders had the kind of meeting no founders want to have. The president of leading artificial intelligence (AI) research and deployment firm OpenAI, which had catapulted into fame with its ChatGPT... View Details
      Keywords: Large Language Model; Entrepreneurship; Decision Choices and Conditions; AI and Machine Learning; Technological Innovation; Competitive Strategy; Technology Industry; United States
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      Bussgang, Jeffrey J., and Carin-Isabel Knoop. "Fixie and Conversational AI Sidekicks." Harvard Business School Case 824-037, October 2023.
      • October 2023 (Revised February 2024)
      • Case

      Loris

      By: Shunyuan Zhang, Das Narayandas, Stacy Straaberg and David Lane
      In December 2022, Loris’s executive team considered their go-to-market strategy. Loris was an artificial intelligence (AI) software startup for the customer service industry with two products on the market: 1) Agent Assist which provided customer service agents (CSAs)... View Details
      Keywords: Decisions; Growth and Development Strategy; Product Launch; Product Positioning; Business Strategy; Competitive Strategy; Business Startups; AI and Machine Learning; Applications and Software; Marketing Strategy; Sales; Technology Industry; United States
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      Zhang, Shunyuan, Das Narayandas, Stacy Straaberg, and David Lane. "Loris." Harvard Business School Case 524-010, October 2023. (Revised February 2024.)
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