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The Sword of Damocles in Software
8 Mar 2026
tomtunguz.com

"GitHub Copilot had 20 million users. First to market. Then Claude Code arrived and installs peaked within six months. If the sword can cut the leader, no one is safe."

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Amazon sued Perplexity this month over its Comet browser, which uses AI agents to do online shopping on your behalf. This is the first major front in the war over who gets to browse the web.

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In 2019 Los Angeles film/TV producer Brian Morrison painted Blockbuster's logo onto an old newspaper box — and then filled it up with used DVDs. "The Free Blockbuster movement slowly gained traction," reports the New York Times — aided at times by social media — "and eventually m...

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Cork oaks are making homes warmer, cars lighter and clothes biodegradable — while still feeding the birds and absorbing carbon.

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Disruptive Innovation
31 Jan 2024
claytonchristensen.com

Some examples of disruptive innovation include: Disruptor Disruptee Personal computers Mainframe and mini computers Mini mills Integrated steel mills Cellular phones Fixed line telephony Community colleges Four-year colleges Discount retailers Full-service department stores Retail medical clinics Traditional doctor’s offices       As companies tend to innovate faster than their customers’ needs evolve, most […]

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New products change what we buy, but new platforms have much broader effects.

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Probably not the ones you think.

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When people in tech talk about disruption and customer development, the typical picture that pops to mind is a couple of plucky young…

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Beyond Disruption
23 Jun 2022
stratechery.com

Clayton Christensen claims that Uber is not disruptive, and he’s exactly right. In fact, disruption theory often doesn’t make sense when it comes to understanding how companies succeed …

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Editor's note: Victor Belfor is the vice president of business development at Influitive. He recently started angel investing and mentoring at 500 startups. As products mature, companies continue to compete in heated battles with their competitors by adding more features and more functionality. However, a lot of customers would prefer fewer features because extra features tend to make products clunky and difficult to use. Still, companies become feature-producing machines.

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Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.

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Why big companies squander brilliant ideas
8 Oct 2018
timharford.com

J F C Fuller did not invent the tank. That distinction should probably fall to E L de Mole, an Australian who approached the British war office in 1912 with a