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How Incumbents Thrive and Survive

The Cloudcast

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The Role of Profit Revenue in the Tech Industry

Aaron Carroll: We've been looking for ways to explain that the tech giants, the new startup companies in this space are going to disrupt lots of companies. He says an article tries to find a way of normalizing that because if you subscribe to the idea that like tech is going to dominate everything, then at some point, there needs to be a sort of second phase," he says. Carroll: Tesla's market cap was as much as the next five to 10 biggest competitors; Apple wasn't bigger than IBM or Hewlett Packard.

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