The dilemma of the supercompany
Unhedged
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The Possibility of Disruptions in Other Industries
This chapter explores the possibility of similar disruptions occurring in other industries, using examples like Meta's struggle against TikTok and Amazon's competition with low-cost Chinese retailers. They discuss the concept of punctuated equilibrium and the challenges investors face in predicting sustainability, referencing W. Brian Arthur's paper on technology's impact on dominant players.
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