This is true but it pairs best with some sort of platform shift like cloud, mobile, AI, etc

every 10 years you can kind of just pick at any given established market and build a new version of the same exact thing just because people get tired of the old thing and all want to try a new thing

Siqi Chen

This is true but it pairs best with some sort of platform shift like cloud, mobile, AI, etc

https://x.com/blader/status/1904106952759869491

+1 

I think it was @pmarca who said that truly transformational businesses come after existing ones are first replicated using the new technology.

I imagine converging tech trends accelerate that path.

big companies ossify

new incumbents can ‘reinvent’ without the same bureacreacy, baggage, etc weighing them down