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A $10.2 billion company. A triumphant product launch. Then — a total recall. In November 2016, GoPro grounded every single Karma drone it had sold. No replacements. No patch. Just refunds. Within months, revenue was cut in half, nearly 1,000 jobs disappeared, and the stock collapsed from its former highs. But this isn’t just a story about a faulty drone. This is a deep business investigation into how innovation — the very force that built GoPro — became the catalyst for its unraveling. Inside this episode: • The technical flaw that caused drones to fall from the sky • How a tiny battery latch triggered total motor shutdown • Why vertical integration magnified the risk • The $200M gamble on building everything in-house • Wall Street’s reaction and the stock’s plunge • The strategic retreat from drones in 2018 • What every growing company can learn from the collapse GoPro didn’t fail because it lacked ambition. It failed because it stretched beyond its edge. If you’re interested in business case studies, corporate strategy breakdowns, engineering failures, and the hidden risks behind rapid innovation — this episode delivers a clear, data-backed analysis of how market leaders lose their footing. ⏱ Chapter Breakdown 00:00 – The Day Everything Changed 00:41 – The Full Karma Recall Explained 02:44 – From $98 Stock to Single Digits 04:45 – The Battery Latch That Brought It Down 06:38 – Why a Split-Second Power Loss Meant Disaster 07:30 – Wall Street’s Verdict 08:30 – The $200 Million Vertical Integration Bet 09:58 – Exiting the Drone Market 11:02 – The Strategic Lesson Every Company Should Learn