
The Unbearable Heaviness of Being Positioned
"Age of Miracles"
00:00
The Depth of an Incumbent's Position
Google seems to be the company everyone thinks is most at risk from LLM's positioning matrix. Google engineer Steve Yaga said 12 years ago that Google was a product company that needed to become a platform company. The longer an incumbent does something, the deeper it's positioning and how its position will change in the face of technological or business model shifts.
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