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HealthHealth markets
23andMe's 2025 bankruptcy sale made privacy commitments part of the transaction, revealing why a data business must plan for obligations that outlive its original ownership.
Genetic data · Consent · Ownership
Preview the decision
A genetic test can be a one-time purchase. The information and the promises attached to it can remain consequential for decades.
Teaching focus: Data value depends on durable permissions and trust, including during distress and ownership changes.
Read the case →: 23andMeBusinessMarketplaces & platforms
Airbnb's early New York photography visits show how direct observation can uncover a marketplace obstacle, without confusing an attractive listing with comprehensive trust or safety.
Customer discovery · Trust · Marketplace quality
Preview the decision
The founders saw weak listing photographs and tried a manual intervention. The case asks what that experiment could establish, and what it could not.
Teaching focus: Direct observation can turn a broad growth problem into a specific experiment. Keep the claim proportional to what the intervention actually tested.
Read the case →: AirbnbBusinessMarketplaces & platforms
The 2003 iTunes launch joined a simple purchase experience to negotiated rights, showing why a convenient interface can depend on difficult institutional agreements.
Stakeholder alignment · Distribution · Intellectual property
Preview the decision
A song looked like a simple digital file. Selling it required Apple to connect rights holders, consumers, software, and portable listening under terms each could accept.
Teaching focus: A simple customer experience can require a complex agreement among stakeholders. Map the permissions and incentives before assuming that better design alone will unlock adoption.
Read the case →: Apple / iTunesHealthCare delivery
Babylon promised a scalable digital front door to healthcare. Its expansion into value-based care made it responsible for economics that software alone could not control.
Risk · Value-based care · Economics
Preview the decision
Babylon Health began with a compelling access thesis: a smartphone could make healthcare easier to reach. Patients could use digital tools, communicate with clinicians, and receive care without starting in a traditional clinic. The company’s ambition was larger than telemedicine. It described a digital-first model that could make high-quality care more accessible and affordable at global scale.
Teaching focus: When a company changes where it sits in the value chain, its revenue may keep the same name while its risks change fundamentally. Growth must be interpreted through the obligations attached to it.
Read the case →: Babylon HealthHealthHealth markets
Bright Health sought alignment across insurance and care delivery. Its retreat from insurance shows why joining parts of a system also imports their obligations.
Insurance · Integration · Execution risk
Preview the decision
An integrated model can look coherent in a diagram. Each new market still brings contracts, clinical relationships, claims, and capital requirements that must work together.
Teaching focus: Integration changes the organization's obligations as well as its opportunities. Each added capability needs evidence and capacity behind it.
Read the case →: Bright HealthBusinessMarketplaces & platforms
Before Canva, Fusion Books gave Melanie Perkins and Cliff Obrecht a specific setting to test simpler design, with customer requests pointing beyond the original format.
Customer discovery · Usability · Market entry
Preview the decision
The ambition was broad, but the first market had a clear deadline and deliverable. A school needed a finished yearbook, not mastery of professional design software.
Teaching focus: A narrow market can test a broad capability when the work has clear completion criteria. Requests for adjacent uses are evidence to investigate, not proof that every market is ready.
Read the case →: CanvaHealthHealth markets
Castlight made healthcare prices more visible. Research on its use shows why information, timing, incentives, and the ability to act must be studied together.
Transparency · Behavior · Benefits design
Preview the decision
Giving someone a comparison tool does not establish that they will open it, trust it, or have a realistic alternative when they need care.
Teaching focus: Information changes outcomes only when people encounter it at a usable decision point and can act on it.
Read the case →: Castlight HealthHealthCare delivery
Cityblock built care around people whose medical and social needs overlap, making relationships, community support, and payer contracts part of the same operating design.
Trust · Medicaid · Community care
Preview the decision
A missed appointment can look like disengagement from inside a clinic. From a member's home, the same event can reveal a service designed around the wrong assumptions.
Teaching focus: Trust becomes infrastructure when the organization funds the people, time, and continuity required to earn it.
Read the case →: Cityblock HealthBusinessMarketplaces & platforms
Disneyland's financing linked a proposed park to ABC's television ambitions, revealing how complementary needs can turn a difficult project into a workable partnership.
Partnerships · Distribution · Capital
Preview the decision
A park needed funding and visitors. A television network needed programming. The 1954 agreement connected those needs without making construction or daily operations easy.
Teaching focus: A partnership becomes more credible when each participant can name the problem it solves for its own organization. Shared enthusiasm is less durable than complementary needs and clear commitments.
Read the case →: DisneyBusinessMarketplaces & platforms
eBay's early Feedback Forum made trading experience visible, then exposed a harder challenge: designing reputation signals that participants have reasons to report honestly.
Trust · Reputation · Market design
Preview the decision
Publishing listings connected potential buyers and sellers. It did not tell either side whether a stranger would fulfill a promise. Reputation became part of the product.
Teaching focus: Reputation is designed, not simply collected. A feedback system must give people reasons to report accurately and help the next participant interpret what is missing.
Read the case →: eBayHealthDiagnostics & therapeutics
Flatiron connected oncology workflows with research infrastructure, showing why useful real-world evidence requires curation, explicit definitions, and validation rather than access to records alone.
Real-world data · Oncology · Evidence quality
Preview the decision
A record documents care for one person. Research asks a different question across many people, and the distance between those purposes is where much of the work sits.
Teaching focus: Data become evidence through a defined question, careful curation, and validation appropriate to the intended use.
Read the case →: Flatiron HealthBusinessReinvention
Flickr emerged from a game project, but its durable opportunity involved more than rescuing a feature: photographs became a reason for people to gather.
Customer behavior · Community · Product focus
Preview the decision
A team building a virtual world discovered a different setting for social interaction. The decision was what to preserve, not simply what to abandon.
Teaching focus: A product can change radically while preserving the human behavior the team understood best. Identify the repeat behavior before deciding which features to rescue.
Read the case →: FlickrHealthCare delivery
Forward's CarePods made an ambitious case for automation. Its 2024 closure highlights the need to test clinical responsibility, demand, and continuity alongside technical scalability.
Automation · Operating model · Continuity
Preview the decision
An automated encounter still sits inside a care system. Forward's move from clinics to CarePods exposed the distance between scaling a device and sustaining a service.
Teaching focus: Automating a task does not remove accountability for the care journey around it.
Read the case →: ForwardHealthDiagnostics & therapeutics
The science of cancer genomics was advancing rapidly. Foundation Medicine’s opportunity was to make that knowledge usable beyond the research centers that created it.
Genomics · Interpretation · Clinical workflow
Preview the decision
By the end of the 2000s, large research programs were mapping the genomic changes that drive cancer. The scientific founders of Foundation Medicine, including Eric Lander, Todd Golub, Levi Garraway, and Matthew Meyerson, helped lead that work across the Broad Institute and major cancer centers. The emerging premise was powerful: tumors that looked similar under a microscope could be driven by different molecular alterations and might respond to different therapies.
Teaching focus: A discovery becomes a product when the people making decisions can receive, interpret, trust, and act on it. The infrastructure around an insight may be as important as the insight itself.
Read the case →: Foundation MedicineHealthHealth markets
GoodRx made prescription prices easier for consumers to compare. The simple experience rested on a network of pharmacies, benefit intermediaries, and transaction economics.
Pricing · Intermediaries · Multi-sided markets
Preview the decision
A prescription appears to end with a straightforward transaction: a clinician writes it, a patient visits a pharmacy, and the medicine is dispensed. Yet the price a patient encounters can vary by pharmacy, insurance status, benefit design, discount network, and negotiated rate. The same medicine may carry several possible prices that are difficult to see before reaching the counter.
Teaching focus: A free consumer tool may be only the visible surface of a multi-sided business. The decisive work is understanding who funds the value and who can withdraw access to it.
Read the case →: GoodRxHealthDiagnostics & therapeutics
GRAIL's PATHFINDER study moved a blood-based cancer signal into clinical practice, exposing the diagnostic work and unanswered outcome questions that follow an innovative test.
Screening · Clinical evidence · Diagnostic pathways
Preview the decision
Finding a signal is an important scientific achievement. A screening system must also explain what happens to the people who receive it.
Teaching focus: Clinical usefulness belongs to the whole pathway from test to action and outcome, not to signal detection alone.
Read the case →: GRAILHealthHealth markets
Haven united three influential employers around better healthcare. Its short life highlights the distance between shared ambition and a common problem that an organization can execute against.
Coalition · Employer benefits · Execution
Preview the decision
Amazon, Berkshire Hathaway, and JPMorgan Chase brought resources and reach. A shared intention still had to become decisions, authority, and a workable service.
Teaching focus: A coalition becomes useful when shared ambition turns into a specific problem, decision rights, and operating commitments.
Read the case →: HavenBusinessReinvention
Instagram's founders narrowed Burbn around photographs. The lesson is not minimalism for its own sake, but choosing a coherent experience from uneven evidence of use.
Customer behavior · Product focus · Adoption
Preview the decision
A complicated check-in product contained a simpler social behavior. The founders had to preserve the appeal while removing much of the surrounding product.
Teaching focus: Subtraction becomes strategy when it strengthens a demonstrated user behavior. Simplicity alone is not evidence of value.
Read the case →: InstagramHealthCare delivery
Iora redesigned primary care around teams and monthly payments, exposing how a clinical ambition depends on contracts, staffing, and responsibility for total cost.
Payment design · Health coaches · Primary care
Preview the decision
A health coach could solve a problem that another short physician visit could not. Iora's harder task was building a payment model that made that work possible.
Teaching focus: A payment model can make neglected work possible, but the team, measurement, and risk management still have to earn the result.
Read the case →: Iora HealthHealthCare delivery
Livongo combined connected glucose meters, feedback, and coaching. Its story separates a useful service, an employer purchasing decision, and evidence of incremental clinical benefit.
Connected devices · Evidence · Employer benefits
Preview the decision
The meter made a number visible. The more difficult product was the sequence of support, action, and payment that followed that number.
Teaching focus: A connected device creates a channel for intervention. Its clinical and commercial value depend on what happens through that channel.
Read the case →: LivongoBusinessOperating models
Netflix's abandoned Qwikster plan separates the strategic logic of streaming from the customer friction created by forcing a business transition into two websites.
Business model transition · Customer experience · Reversibility
Preview the decision
In 2011, separating DVD rentals from streaming made organizational sense to Netflix leadership. Customers were being asked to live with the consequences of that separation.
Teaching focus: Separate the intended strategic destination from the particular change customers are being asked to accept. Evidence against one implementation is not automatically evidence against the entire strategy.
Read the case →: NetflixBusinessReinvention
Nintendo's Game & Watch turned familiar electronic components into portable play. Its constraints shaped the experience rather than merely limiting a more ambitious machine.
Constraints · Technology reuse · Product design
Preview the decision
The Game & Watch episode narrows Nintendo's long reinvention story to one decision: designing an engaging product around available, constrained technology.
Teaching focus: A constraint can sharpen collaboration and product coherence when it is tied to the experience users value.
Read the case →: NintendoHealthCare delivery
Omada did not simply put a prevention curriculum online. It had to connect daily behavior, human support, clinical evidence, and a reason for institutional buyers to pay.
Evidence · Human support · Buyer economics
Preview the decision
Sean Duffy arrived at IDEO in 2011 as an MD/MBA student interested in primary care and chronic disease. With Adrian James, he began exploring how digital tools might support people between visits, where most decisions about food, activity, and health actually occur.
Teaching focus: Digitizing an intervention is not the complete innovation. In healthcare, the product often includes the behavior, evidence, human service, distribution, and buyer logic required to sustain it.
Read the case →: Omada HealthHealthCare delivery
One Medical made primary care feel more accessible and deliberate. Sustaining that experience required a less visible architecture of employers, insurance, clinical operations, and health-system relationships.
Primary care · Membership · Operations
Preview the decision
Primary care often asks patients to tolerate friction before care begins: long waits, inconvenient locations, rushed encounters, and fragmented communication. Physician founder Tom Lee saw an opportunity to design a different front door.
Teaching focus: A superior experience can be a strategic wedge, but every visible promise creates an operational obligation. The design and the business model must be evaluated together.
Read the case →: One MedicalHealthHealth markets
Oscar paired a consumer-oriented experience with an insurance business, revealing why engagement, medical spending, administration, and financial performance need to be evaluated separately.
Insurance · Unit economics · Member experience
Preview the decision
A more usable insurance experience can be valuable. It still has to operate inside a business that pays claims, prices risk, and carries capital obligations.
Teaching focus: Measure member experience and insurance economics separately, then test the mechanism that is supposed to connect them.
Read the case →: Oscar HealthBusinessOperating models
Patagonia's move to organic cotton required new production relationships, showing how an environmental commitment becomes an operating decision rather than a statement of intent.
Supply chains · Purpose · Tradeoffs
Preview the decision
Changing the fiber was not as simple as changing a purchase order. Farmers, spinners, mills, designers, and customers all sat inside the decision.
Teaching focus: A value becomes operational when it changes a decision, a specification, or a relationship. The implementation reveals dependencies that a statement of purpose can leave hidden.
Read the case →: PatagoniaHealthDiagnostics & therapeutics
Pear Therapeutics helped create a new category of regulated treatment. Its collapse revealed how much of healthcare innovation happens beyond the product.
Digital therapeutics · Reimbursement · Adoption
Preview the decision
In September 2017, the US Food and Drug Administration granted De Novo authorization to reSET, Pear Therapeutics’ software-based treatment for substance use disorder. It was a category-defining achievement: software had been reviewed as a medical treatment, not simply offered as a wellness application.
Teaching focus: A milestone validates the question it was designed to answer. Do not let regulatory, clinical, technical, or fundraising success stand in for proof that the whole system will work.
Read the case →: Pear TherapeuticsHealthDiagnostics & therapeutics
Proteus built a sensor that could register medication ingestion. The harder question was whether patients, clinicians, partners, and payers could turn that signal into sustained value.
Digital medicine · Consent · Workflow
Preview the decision
Medication adherence is a persistent healthcare problem. A prescribed medicine cannot work as intended if it is not taken, yet clinicians often have limited visibility into what happens after the prescription leaves the office.
Teaching focus: Measurement is not the same as intervention. Before adding a new signal, identify who will act on it, what action becomes possible, and whether the person being measured sees that action as valuable.
Read the case →: Proteus Digital HealthHealthDiagnostics & therapeutics
A team’s mechanistic explanation of a rare disease looked persuasive. The result that contradicted it became the beginning of a different way to search.
Drug discovery · Evidence · Observation
Preview the decision
Chris Gibson entered Dean Li’s laboratory at the University of Utah as an MD/PhD student planning to become a cardiothoracic surgeon. The group was studying cerebral cavernous malformation, or CCM, a rare condition in which abnormal blood vessels in the brain can leak and cause serious neurological harm.
Teaching focus: An unexpected result is not automatically a breakthrough. Its value depends on whether the team can distinguish error from evidence and then design a better way to learn.
Read the case →: RecursionBusinessMarketplaces & platforms
Salesforce's early browser-based CRM changed the purchase and deployment proposition, while its own filings reveal the new trust requirements created by hosted software.
Distribution · Buyer risk · Business models
Preview the decision
The slogan was No Software. The actual offer was software delivered differently, changing who installed it, who maintained it, and what the customer had to trust.
Teaching focus: Changing how a product is bought and delivered can matter as much as changing its features. Lowering one commitment usually creates a new requirement for trust elsewhere.
Read the case →: SalesforceBusinessMarketplaces & platforms
Shopify grew from software built for a snowboard store. Turning that experience into infrastructure required serving merchants whose businesses looked nothing like the founders' own.
Founder experience · Infrastructure · Merchant ecosystem
Preview the decision
Solving a problem for yourself creates insight, not automatic proof of a market. Shopify's transition makes that distinction concrete.
Teaching focus: An internal solution becomes a platform only when external customers can adopt it outside the conditions that made it work for its creators.
Read the case →: ShopifyBusinessReinvention
Slack did not begin with a better theory of workplace software. It emerged from a team that had to decide what was still valuable after the company’s original conviction failed.
Customer discovery · Pivots · Founder judgment
Preview the decision
Tiny Speck had been built to make a game. Glitch was imaginative, social, and difficult to categorize. It also failed to become a sustainable business. When the company announced in late 2012 that the game would close, the obvious interpretation was that the venture had reached its end.
Teaching focus: When the stated product fails, examine the adaptations the team relied on repeatedly. The residue of the work may reveal a problem the team understands more deeply than the market it first pursued.
Read the case →: SlackHealthHealth markets
SmarterDx’s clinical insight did not change. Its commercial entry point did, after prospective customers revealed what they actually needed to believe.
Clinical AI · Workflow · Attribution
Preview the decision
As a hospitalist and medical director for transformation at NewYork-Presbyterian, Michael Gao saw a recurring gap. The medical record did not always capture the full complexity of the patient’s care. Clinicians, documentation specialists, and coders could look at the same record from different professional positions and reach different conclusions about what belonged in the final claim.
Teaching focus: In complex organizations, value must be attributable as well as real. A product’s position in the workflow can determine whether a buyer can prove its effect.
Read the case →: SmarterDxBusinessOperating models
Southwest's early ten-minute turnaround illustrates how a cash constraint can force coordinated operating changes, while warning against copying a performance target without its conditions.
Constraints · Coordination · Capacity
Preview the decision
Selling an aircraft addressed one financial problem and created a scheduling problem. The response depended on coordinated work at the gate, not merely a demand to move faster.
Teaching focus: Capacity can sometimes be recovered through coordination, but a performance target is inseparable from the operating conditions and safeguards that make it achievable.
Read the case →: Southwest AirlinesBusinessMarketplaces & platforms
Stripe's early hands-on installations expose a gap between interest and adoption, while its payment infrastructure shows why a simple interface still requires substantial underlying work.
Developer experience · Adoption · Infrastructure
Preview the decision
A prospective customer could like the idea and still postpone the integration. The Collison brothers reportedly closed that gap by helping people begin immediately.
Teaching focus: An expression of interest is not adoption. Helping a willing customer complete the first useful action can reveal where the real barrier lies.
Read the case →: StripeHealthCare delivery
Teladoc and Amwell spent years making remote visits available through different institutional routes. COVID-19 removed barriers to trying telehealth, but not the harder questions of integration and economics.
Telehealth · Distribution · Integration
Preview the decision
Long before COVID-19, remote care addressed an obvious need. A patient with an episodic concern might wait days for an appointment, travel to a clinic, or use an emergency setting for something that could be assessed by phone or video. The communication technology existed. The harder problem was turning a connection into recognized care.
Teaching focus: A crisis can remove the barrier to trial and validate an entire category. It does not decide which distribution model, workflow, or company will create durable value afterward.
Read the case →: Teladoc + AmwellHealthDiagnostics & therapeutics
Theranos shows why independent validation and truthful disclosure are operating requirements in clinical technology, and why a fraud case must not become generic startup folklore.
Validation · Governance · Disclosure
Preview the decision
The promise of easier blood testing was understandable. The governance failure was allowing claims about present capabilities to outrun evidence that others could examine.
Teaching focus: Scientific uncertainty is compatible with innovation. Misrepresenting what has been demonstrated is not.
Read the case →: TheranosBusinessOperating models
Toyota and GM's NUMMI venture makes quality improvement concrete: reporting a problem becomes useful only when work design and management response support action.
Organizational learning · Quality · Frontline work
Preview the decision
The visible mechanism was a way to signal a problem. The deeper change concerned what happened next, who helped, and whether exposing a defect was rewarded or punished.
Teaching focus: A problem-reporting mechanism works only when the response makes speaking up useful. Tools, authority, support, and incentives must reinforce the same behavior.
Read the case →: Toyota Production System / NUMMIHealthDiagnostics & therapeutics
uBiome's enforcement record raises a diligence question beyond growth: whether clinical claims, ordering practices, and reimbursement support the business model presented to investors.
Revenue quality · Governance · Clinical claims
Preview the decision
Revenue can look like evidence that a health product works commercially. The more revealing question is whether the underlying payments are legitimate, durable, and accurately described.
Teaching focus: Reimbursement is evidence of a transaction, not automatic proof of clinical value or durable revenue quality.
Read the case →: uBiomeBusinessOperating models
Warby Parker's early visitors challenged a purely digital retail identity, revealing how direct customer relationships could extend into stores without preserving an online-only model.
Customer discovery · Retail · Distribution
Preview the decision
Customers asked to see frames in person. An improvised apartment showroom offered a small way to learn before the company committed to permanent retail space.
Teaching focus: Keep the customer problem more stable than the channel. A small, reversible encounter can reveal what a distribution strategy leaves unresolved.
Read the case →: Warby ParkerBusinessOperating models
WeWork's 2019 filing and later restructuring reveal the obligations behind flexible workspace, separating a useful customer proposition from the risks required to deliver it.
Capital · Governance · Fixed commitments
Preview the decision
Members could avoid some of the commitments of a conventional office lease. Those commitments did not disappear. The operator had to finance and manage them.
Teaching focus: A flexible offer often transfers fixed commitments to the provider. Evaluate the duration and adjustability of obligations alongside the attractiveness of customer demand.
Read the case →: WeWorkBusinessMarketplaces & platforms
YouTube widened its early positioning around video sharing. That opened participation while exposing the company to infrastructure, distribution, and rights questions beyond the interface.
Product scope · Distribution · Rights holders
Preview the decision
Opening the service to more kinds of video created opportunity and obligations together. The growth story is incomplete without the surrounding media system.
Teaching focus: Broadening use can reveal a platform's value, but it broadens the responsibilities needed to sustain that value too.
Read the case →: YouTubeHealthHealth markets
Zocdoc's shift toward fees for new patient bookings exposed different needs among practices and patients, showing how pricing can reshape access and participation.
Marketplace · Pricing · Access
Preview the decision
A flat subscription was attractive to some practices and a barrier to others. Changing the unit of payment changed the bargain on both sides of the marketplace.
Teaching focus: A marketplace's pricing unit defines its promise and redistributes risk between participants.
Read the case →: Zocdoc