@marksbren

 

This quote is from Stanford's Entrepreneurial Thought Leaders series with Marc Andreessen. It jumped out at me right away as extremely important, mostly for existing companies (startup companies are already trying to take advantage of these disruptive changes). This is one area where I think Microsoft and Yahoo stumbled. So who succeeded?

• Intel - This is the classic technology example of going on the offensive. When they realized the processor business was where the money was, they ditched memory. Intel put all their eggs in one basket with processors and it paid off well. Unfortunately, they might have missed the jump to mobile devices (Snapdragon & A4 seem to be the standard now).
• Apple - Recently Apple has been killing it. They just destroy other tech companies and are on an unbelievable tear. But go back a few years. When they saw that MP3 players would eventually be merged with phones they introduced the iPhone, cannibalizing their own massively successful product. Apple couldn't let someone else do it first.