The Innovator’s Dilemma
The Innovator’s Dilemma is a powerful framework for understand the world, but it doesn’t apply to everything, especially Apple.
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Reaching developing markets depends on understanding that consumers with a small budget are very different from consumers who aren’t interested in spending much
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Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.
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This paper was originally written in 2010 for a Corporate Innovation class at Kellogg Business School, and thus predates Stratechery by several years.
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An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety
An interview with Asana founder and Chairman Dustin Moskovitz about Asana, AI’s impact on SaaS, and the debate about AI Safety
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An Interview with SAP CEO Christian Klein About Enterprise AI
An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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American Disruption
A new take on Trump’s tariffs, including using a disruption lens to understand the U.S.’s manufacturing problem, and why a better plan would leverage demand, not kill it.
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An Interview with Tailscale Co-Founder and CEO Avery Pennarun
An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and how he’s been learning to build a New Internet his whole life.
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An Interview with Salesforce CEO Marc Benioff about AI Abundance
An interview with Salesforce Founder and CEO Marc Benioff about founding Salesforce, building an enterprise platform, and why that puts Salesforce in the best position to build AI agents.
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An Interview with Scale AI CEO Alex Wang About the Data Pillar for AI
An interview with Scale AI founder and CEO Alex Wang about why data is one of the pillars in AI, and why Scale AI is best-positioned to drive advancements in AI via data.