

No Mercy / No Malice: Searching
17 snips Mar 2, 2024
Explore the challenges and opportunities faced by Alphabet in the AI sector, emphasizing the innovator's dilemma. Discover how market leaders like Kodak serve as cautionary tales for tech giants today. Delve into the critical interplay between innovation and competitive advantage, highlighting Alphabet's need to leverage data to fend off emerging rivals. Additionally, evaluate modern life choices, from healthcare options to tech investments, as major companies grapple with real-world applications versus lofty innovations.
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Google's Moat
- Google Search has a lucrative business model with high profitability.
- Their free apps create a protective moat around their core search business.
Innovator's Dilemma
- Alphabet faces the innovator's dilemma, hindering its response to AI.
- Incumbency can become a curse, as seen with Alphabet's struggle.
Kodak's Downfall
- Kodak, despite pioneering digital cameras, clung to its film business.
- This led to their downfall as other companies capitalized on digital.